| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(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 | 12.72 | -0.02 | -1.29 | 71 |
| 1-Month | 3.03 | 1.10 | 1.52 | 8 |
| 3-Month | 8.20 | 1.02 | 1.15 | 17 |
| 6-Month | 13.80 | -0.62 | -2.51 | 76 |
| 1-Year | 16.39 | -0.50 | -5.41 | 79 |
| 3-Year (Annualized) | 12.62 | -0.18 | 0.27 | 22 |
| 5-Year (Annualized) | 4.32 | -0.89 | 0.15 | 45 |
| 10-Year (Annualized) | 6.83 | -1.05 | -1.59 | 78 |
