| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
2
4
2
4
|
|
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 | 12.75 | 0.02 | -1.25 | 69 |
| 1-Month | 1.54 | -0.38 | 0.03 | 70 |
| 3-Month | 7.18 | -0.00 | 0.13 | 43 |
| 6-Month | 15.10 | 0.68 | -1.21 | 51 |
| 1-Year | 19.48 | 2.59 | -2.32 | 31 |
| 3-Year (Annualized) | 10.64 | -2.16 | -1.71 | 61 |
| 5-Year (Annualized) | 4.52 | -0.69 | 0.35 | 40 |
| 10-Year (Annualized) | 7.77 | -0.11 | -0.65 | 52 |
