| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
5
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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 | 12.62 | -0.12 | -1.39 | 73 |
| 1-Month | 1.89 | -0.04 | 0.37 | 50 |
| 3-Month | 6.86 | -0.33 | -0.19 | 54 |
| 6-Month | 13.88 | -0.55 | -2.44 | 75 |
| 1-Year | 17.79 | 0.90 | -4.01 | 58 |
| 3-Year (Annualized) | 12.69 | -0.11 | 0.34 | 20 |
| 5-Year (Annualized) | 4.93 | -0.28 | 0.76 | 31 |
| 10-Year (Annualized) | 8.08 | 0.20 | -0.34 | 39 |
