| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
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 | 13.55 | 0.82 | -0.45 | 39 |
| 1-Month | 2.63 | 0.70 | 1.12 | 17 |
| 3-Month | 8.94 | 1.76 | 1.89 | 7 |
| 6-Month | 14.72 | 0.29 | -1.59 | 58 |
| 1-Year | 18.27 | 1.38 | -3.54 | 48 |
| 3-Year (Annualized) | 12.67 | -0.13 | 0.33 | 20 |
| 5-Year (Annualized) | 6.62 | 1.41 | 2.46 | 9 |
| 10-Year (Annualized) | 8.30 | 0.42 | -0.12 | 32 |
