| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 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 1 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 | 13.90 | 1.16 | -0.11 | 30 |
| 1-Month | 1.93 | 0.00 | 0.42 | 48 |
| 3-Month | 7.30 | 0.11 | 0.25 | 38 |
| 6-Month | 17.87 | 3.45 | 1.56 | 8 |
| 1-Year | 24.18 | 7.29 | 2.37 | 3 |
| 3-Year (Annualized) | 11.90 | -0.90 | -0.45 | 35 |
| 5-Year (Annualized) | 3.77 | -1.44 | -0.40 | 55 |
| 10-Year (Annualized) | 8.56 | 0.67 | 0.14 | 25 |
