| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
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 2 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 | 12.76 | 0.02 | -1.25 | 69 |
| 1-Month | 2.19 | 0.26 | 0.68 | 35 |
| 3-Month | 7.48 | 0.29 | 0.43 | 32 |
| 6-Month | 14.40 | -0.03 | -1.92 | 64 |
| 1-Year | 18.47 | 1.58 | -3.34 | 44 |
| 3-Year (Annualized) | 12.05 | -0.75 | -0.29 | 32 |
| 5-Year (Annualized) | 5.15 | -0.06 | 0.98 | 25 |
| 10-Year (Annualized) | 8.80 | 0.92 | 0.38 | 19 |
