| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 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 | 12.77 | 0.04 | -1.23 | 69 |
| 1-Month | 3.05 | 1.13 | 1.54 | 7 |
| 3-Month | 7.77 | 0.58 | 0.72 | 23 |
| 6-Month | 14.41 | -0.01 | -1.90 | 64 |
| 1-Year | 16.34 | -0.55 | -5.46 | 79 |
| 3-Year (Annualized) | 15.78 | 2.98 | 3.43 | 0.0 |
| 5-Year (Annualized) | 4.93 | -0.28 | 0.76 | 0.0 |
| 10-Year (Annualized) | 12.18 | 4.30 | 3.76 | 0.0 |
