| 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 | 13.63 | 0.90 | -0.37 | 36 |
| 1-Month | 2.66 | 0.73 | 1.15 | 16 |
| 3-Month | 8.98 | 1.80 | 1.93 | 7 |
| 6-Month | 14.85 | 0.43 | -1.46 | 56 |
| 1-Year | 18.51 | 1.62 | -3.29 | 44 |
| 3-Year (Annualized) | 12.89 | 0.08 | 0.54 | 17 |
| 5-Year (Annualized) | 6.74 | 1.53 | 2.58 | 8 |
| 10-Year (Annualized) | 8.37 | 0.49 | -0.05 | 31 |
