| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Aggressive Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 10.25 | 3.86 | -0.57 | 29 |
| 1-Month | 2.12 | 2.36 | 1.47 | 7 |
| 3-Month | 4.73 | 1.72 | -0.44 | 51 |
| 6-Month | 11.01 | 3.39 | -2.14 | 47 |
| 1-Year | 17.84 | 1.77 | -7.96 | 82 |
| 3-Year (Annualized) | 13.31 | 2.53 | -0.87 | 12 |
| 5-Year (Annualized) | 6.85 | 1.87 | 2.81 | 2 |
| 10-Year (Annualized) | 8.12 | 0.33 | -1.06 | 8 |
