| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
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 | 14.48 | 1.74 | 0.47 | 18 |
| 1-Month | 2.79 | 0.87 | 1.28 | 13 |
| 3-Month | 8.44 | 1.25 | 1.39 | 12 |
| 6-Month | 17.32 | 2.89 | 1.00 | 11 |
| 1-Year | 20.52 | 3.62 | -1.29 | 18 |
| 3-Year (Annualized) | 11.98 | -0.82 | -0.37 | 33 |
| 5-Year (Annualized) | 4.36 | -0.85 | 0.19 | 44 |
| 10-Year (Annualized) | 9.60 | 1.72 | 1.18 | 7 |
