| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
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 | 12.07 | -0.67 | -1.94 | 83 |
| 1-Month | 1.34 | -0.59 | -0.18 | 80 |
| 3-Month | 6.06 | -1.12 | -0.99 | 79 |
| 6-Month | 13.67 | -0.75 | -2.64 | 79 |
| 1-Year | 17.74 | 0.85 | -4.06 | 59 |
| 3-Year (Annualized) | 15.05 | 2.25 | 2.70 | 4 |
| 5-Year (Annualized) | 4.93 | -0.28 | 0.76 | 31 |
| 10-Year (Annualized) | 7.65 | -0.23 | -0.77 | 56 |
