| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
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 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.56 | 0.19 | -1.37 | 61 |
| 1-Month | 2.17 | -0.17 | -0.40 | 67 |
| 3-Month | 9.09 | 0.87 | 0.85 | 30 |
| 6-Month | 16.35 | -0.08 | -3.00 | 71 |
| 1-Year | 27.05 | -0.22 | -5.66 | 72 |
| 3-Year (Annualized) | 17.81 | 0.94 | 1.23 | 7 |
| 5-Year (Annualized) | 5.66 | 0.24 | 0.93 | 22 |
| 10-Year (Annualized) | 7.48 | -0.10 | -0.54 | 46 |
