| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
4
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 | 13.54 | 0.81 | -0.46 | 40 |
| 1-Month | 2.63 | 0.71 | 1.12 | 17 |
| 3-Month | 8.92 | 1.74 | 1.87 | 7 |
| 6-Month | 14.66 | 0.24 | -1.65 | 59 |
| 1-Year | 18.09 | 1.19 | -3.72 | 53 |
| 3-Year (Annualized) | 12.50 | -0.30 | 0.15 | 23 |
| 5-Year (Annualized) | 6.44 | 1.23 | 2.27 | 11 |
| 10-Year (Annualized) | 8.16 | 0.28 | -0.26 | 36 |
