| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - S&P 500 TR | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 12.55 | -0.19 | -1.46 | 74 |
| 1-Month | 3.01 | 1.08 | 1.49 | 8 |
| 3-Month | 7.60 | 0.41 | 0.55 | 28 |
| 6-Month | 14.08 | -0.34 | -2.23 | 71 |
| 1-Year | 15.64 | -1.25 | -6.17 | 85 |
| 3-Year (Annualized) | 15.11 | 2.31 | 2.76 | 0.0 |
| 5-Year (Annualized) | 4.36 | -0.85 | 0.19 | 0.0 |
| 10-Year (Annualized) | 11.58 | 3.70 | 3.16 | 0.0 |
