| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 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, 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 2000 TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 10.15 | -2.59 | -1.83 | 83 |
| 1-Month | -0.65 | -2.58 | -0.28 | 55 |
| 3-Month | 3.95 | -3.23 | -1.43 | 81 |
| 6-Month | 14.82 | 0.40 | -1.76 | 80 |
| 1-Year | 17.19 | 0.30 | -0.50 | 41 |
| 3-Year (Annualized) | 11.81 | -1.00 | 0.55 | 40 |
| 5-Year (Annualized) | 7.98 | 2.77 | 0.71 | 27 |
| 10-Year (Annualized) | 11.57 | 3.69 | 1.10 | 17 |
