| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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 | 11.55 | 5.16 | 0.73 | 14 |
| 1-Month | 0.62 | 0.86 | -0.03 | 46 |
| 3-Month | 6.16 | 3.14 | 0.98 | 14 |
| 6-Month | 11.95 | 4.33 | -1.20 | 27 |
| 1-Year | 19.68 | 3.61 | -6.12 | 64 |
| 3-Year (Annualized) | 15.15 | 4.38 | 0.97 | 1 |
| 5-Year (Annualized) | 5.54 | 0.56 | 1.50 | 6 |
| 10-Year (Annualized) | 6.92 | -0.87 | -2.26 | 51 |
