| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 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 | 12.98 | 0.25 | -1.02 | 62 |
| 1-Month | 1.68 | -0.25 | 0.16 | 60 |
| 3-Month | 7.76 | 0.58 | 0.71 | 24 |
| 6-Month | 15.99 | 1.57 | -0.32 | 31 |
| 1-Year | 21.80 | 4.91 | -0.01 | 8 |
| 3-Year (Annualized) | 12.32 | -0.49 | -0.03 | 27 |
| 5-Year (Annualized) | 5.99 | 0.78 | 1.82 | 15 |
| 10-Year (Annualized) | 6.01 | -1.88 | -2.42 | 91 |
