| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - S&P 500 TR | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 13.37 | 0.64 | -0.63 | 45 |
| 1-Month | 2.58 | 0.65 | 1.06 | 19 |
| 3-Month | 8.83 | 1.64 | 1.78 | 9 |
| 6-Month | 14.49 | 0.06 | -1.82 | 63 |
| 1-Year | 17.73 | 0.84 | -4.07 | 59 |
| 3-Year (Annualized) | 12.14 | -0.66 | -0.21 | 31 |
| 5-Year (Annualized) | 6.10 | 0.89 | 1.93 | 14 |
| 10-Year (Annualized) | 7.82 | -0.07 | -0.61 | 49 |
