| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
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 4 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 | 12.87 | 0.13 | -1.14 | 66 |
| 1-Month | 3.07 | 1.15 | 1.56 | 6 |
| 3-Month | 8.33 | 1.15 | 1.28 | 15 |
| 6-Month | 14.03 | -0.40 | -2.29 | 72 |
| 1-Year | 16.89 | -0.00 | -4.91 | 73 |
| 3-Year (Annualized) | 13.11 | 0.31 | 0.76 | 15 |
| 5-Year (Annualized) | 4.79 | -0.42 | 0.62 | 34 |
| 10-Year (Annualized) | 7.31 | -0.57 | -1.11 | 66 |
