| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 17.04 | 4.30 | 3.03 | 3 |
| 1-Month | 3.37 | 1.44 | 1.86 | 3 |
| 3-Month | 10.29 | 3.10 | 3.24 | 2 |
| 6-Month | 16.68 | 2.25 | 0.37 | 19 |
| 1-Year | 20.02 | 3.13 | -1.79 | 24 |
| 3-Year (Annualized) | 14.15 | 1.35 | 1.80 | 8 |
| 5-Year (Annualized) | 8.41 | 3.20 | 4.24 | 1 |
| 10-Year (Annualized) | 9.52 | 1.64 | 1.10 | 9 |
