| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
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 2 for one year, 1 for five years, and 1 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 Mid Cap TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 13.54 | 0.81 | -0.86 | 48 |
| 1-Month | 2.87 | 0.94 | 1.59 | 2 |
| 3-Month | 8.10 | 0.91 | 1.02 | 13 |
| 6-Month | 18.40 | 3.98 | -0.49 | 47 |
| 1-Year | 19.26 | 2.37 | 0.07 | 27 |
| 3-Year (Annualized) | 13.49 | 0.69 | -0.21 | 14 |
| 5-Year (Annualized) | 8.22 | 3.01 | 0.98 | 12 |
| 10-Year (Annualized) | 12.31 | 4.43 | 0.68 | 9 |
