| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 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, 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 | 10.24 | -2.50 | -1.74 | 82 |
| 1-Month | -0.62 | -2.55 | -0.25 | 54 |
| 3-Month | 4.00 | -3.19 | -1.38 | 81 |
| 6-Month | 14.97 | 0.55 | -1.61 | 78 |
| 1-Year | 17.51 | 0.62 | -0.19 | 37 |
| 3-Year (Annualized) | 12.09 | -0.71 | 0.84 | 35 |
| 5-Year (Annualized) | 8.23 | 3.02 | 0.95 | 23 |
| 10-Year (Annualized) | 11.80 | 3.92 | 1.33 | 15 |
