| Scorecard |
|---|
|
5 / 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 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 | 13.13 | 0.40 | -0.87 | 55 |
| 1-Month | 3.11 | 1.19 | 1.60 | 5 |
| 3-Month | 8.48 | 1.29 | 1.43 | 12 |
| 6-Month | 14.40 | -0.02 | -1.91 | 64 |
| 1-Year | 17.68 | 0.79 | -4.13 | 60 |
| 3-Year (Annualized) | 13.86 | 1.06 | 1.51 | 9 |
| 5-Year (Annualized) | 5.42 | 0.21 | 1.25 | 22 |
| 10-Year (Annualized) | 7.85 | -0.04 | -0.58 | 49 |
