| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 1 for one year, 3 for five years, and 3 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 | 12.98 | 0.24 | -1.03 | 62 |
| 1-Month | 1.61 | -0.32 | 0.09 | 65 |
| 3-Month | 7.34 | 0.15 | 0.29 | 37 |
| 6-Month | 15.41 | 0.99 | -0.90 | 44 |
| 1-Year | 20.12 | 3.23 | -1.68 | 22 |
| 3-Year (Annualized) | 11.24 | -1.57 | -1.11 | 49 |
| 5-Year (Annualized) | 5.05 | -0.16 | 0.88 | 28 |
| 10-Year (Annualized) | 8.30 | 0.41 | -0.12 | 32 |
