| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 | 15.04 | 2.31 | 1.04 | 8 |
| 1-Month | 3.37 | 1.44 | 1.85 | 3 |
| 3-Month | 9.48 | 2.29 | 2.43 | 4 |
| 6-Month | 15.19 | 0.76 | -1.12 | 49 |
| 1-Year | 17.35 | 0.46 | -4.45 | 65 |
| 3-Year (Annualized) | 13.13 | 0.32 | 0.78 | 15 |
| 5-Year (Annualized) | 6.57 | 1.36 | 2.40 | 9 |
| 10-Year (Annualized) | 9.59 | 1.71 | 1.17 | 7 |
