| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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 | 13.22 | 0.48 | -0.79 | 51 |
| 1-Month | 2.55 | 0.63 | 1.04 | 20 |
| 3-Month | 8.66 | 1.48 | 1.61 | 10 |
| 6-Month | 14.19 | -0.24 | -2.13 | 69 |
| 1-Year | 17.17 | 0.28 | -4.63 | 69 |
| 3-Year (Annualized) | 11.62 | -1.18 | -0.73 | 41 |
| 5-Year (Annualized) | 5.63 | 0.42 | 1.46 | 19 |
| 10-Year (Annualized) | 7.33 | -0.56 | -1.10 | 65 |
