| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
4
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 14.97 | 2.24 | 0.97 | 9 |
| 1-Month | 3.30 | 1.38 | 1.79 | 4 |
| 3-Month | 9.41 | 2.23 | 2.36 | 4 |
| 6-Month | 14.96 | 0.54 | -1.35 | 54 |
| 1-Year | 16.98 | 0.08 | -4.83 | 72 |
| 3-Year (Annualized) | 12.84 | 0.04 | 0.50 | 18 |
| 5-Year (Annualized) | 6.30 | 1.09 | 2.13 | 12 |
| 10-Year (Annualized) | 9.15 | 1.27 | 0.73 | 15 |
