| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
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 | 15.18 | 2.44 | 1.17 | 7 |
| 1-Month | 3.36 | 1.44 | 1.85 | 3 |
| 3-Month | 9.54 | 2.35 | 2.49 | 4 |
| 6-Month | 15.31 | 0.89 | -1.00 | 46 |
| 1-Year | 17.62 | 0.73 | -4.18 | 61 |
| 3-Year (Annualized) | 13.40 | 0.60 | 1.05 | 13 |
| 5-Year (Annualized) | 6.83 | 1.62 | 2.66 | 7 |
| 10-Year (Annualized) | 9.87 | 1.99 | 1.45 | 5 |
