| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 3 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 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 12.08 | -0.66 | -0.39 | 28 |
| 1-Month | -0.39 | -2.32 | 0.26 | 23 |
| 3-Month | 5.71 | -1.48 | 0.18 | 26 |
| 6-Month | 16.56 | 2.13 | -0.04 | 14 |
| 1-Year | 17.02 | 0.13 | 1.35 | 8 |
| 3-Year (Annualized) | 14.94 | 2.14 | 2.00 | 14 |
| 5-Year (Annualized) | 11.54 | 6.33 | 3.73 | 2 |
| 10-Year (Annualized) | 11.57 | 3.69 | 1.04 | 13 |
