| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
3
3
5
5
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 | 14.70 | 1.97 | 0.70 | 14 |
| 1-Month | 3.26 | 1.33 | 1.75 | 4 |
| 3-Month | 9.25 | 2.06 | 2.20 | 5 |
| 6-Month | 14.71 | 0.29 | -1.60 | 58 |
| 1-Year | 16.39 | -0.50 | -5.41 | 79 |
| 3-Year (Annualized) | 12.25 | -0.55 | -0.09 | 28 |
| 5-Year (Annualized) | 5.75 | 0.54 | 1.59 | 18 |
| 10-Year (Annualized) | 8.76 | 0.87 | 0.33 | 20 |
