| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
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 | 11.81 | -0.93 | -2.20 | 87 |
| 1-Month | 1.14 | -0.79 | -0.38 | 85 |
| 3-Month | 5.70 | -1.48 | -1.35 | 89 |
| 6-Month | 13.33 | -1.09 | -2.98 | 84 |
| 1-Year | 17.18 | 0.28 | -4.63 | 68 |
| 3-Year (Annualized) | 14.49 | 1.69 | 2.14 | 6 |
| 5-Year (Annualized) | 4.54 | -0.67 | 0.37 | 39 |
| 10-Year (Annualized) | 7.36 | -0.52 | -1.06 | 63 |
