| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
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 | 13.62 | 0.89 | -0.38 | 37 |
| 1-Month | 2.63 | 0.70 | 1.12 | 17 |
| 3-Month | 8.97 | 1.79 | 1.92 | 7 |
| 6-Month | 14.82 | 0.40 | -1.49 | 56 |
| 1-Year | 18.41 | 1.52 | -3.39 | 45 |
| 3-Year (Annualized) | 12.82 | 0.02 | 0.47 | 18 |
| 5-Year (Annualized) | 6.75 | 1.53 | 2.58 | 8 |
| 10-Year (Annualized) | 8.48 | 0.60 | 0.06 | 28 |
