| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
4
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 | 13.00 | 0.27 | -1.00 | 60 |
| 1-Month | 3.09 | 1.17 | 1.58 | 6 |
| 3-Month | 8.41 | 1.22 | 1.36 | 13 |
| 6-Month | 14.21 | -0.22 | -2.10 | 69 |
| 1-Year | 17.25 | 0.36 | -4.56 | 67 |
| 3-Year (Annualized) | 13.47 | 0.67 | 1.12 | 12 |
| 5-Year (Annualized) | 5.13 | -0.08 | 0.96 | 27 |
| 10-Year (Annualized) | 7.67 | -0.21 | -0.75 | 55 |
