| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 | 13.94 | 1.20 | -0.07 | 29 |
| 1-Month | 2.51 | 0.58 | 0.99 | 21 |
| 3-Month | 7.23 | 0.04 | 0.18 | 42 |
| 6-Month | 16.47 | 2.05 | 0.16 | 23 |
| 1-Year | 20.93 | 4.04 | -0.87 | 15 |
| 3-Year (Annualized) | 12.28 | -0.52 | -0.06 | 27 |
| 5-Year (Annualized) | 4.65 | -0.56 | 0.48 | 37 |
| 10-Year (Annualized) | 7.69 | -0.20 | -0.74 | 54 |
