| 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 | 14.71 | 1.98 | 0.71 | 14 |
| 1-Month | 3.26 | 1.33 | 1.75 | 4 |
| 3-Month | 9.25 | 2.07 | 2.20 | 5 |
| 6-Month | 14.72 | 0.30 | -1.59 | 58 |
| 1-Year | 16.40 | -0.49 | -5.40 | 78 |
| 3-Year (Annualized) | 12.27 | -0.54 | -0.08 | 28 |
| 5-Year (Annualized) | 5.76 | 0.55 | 1.59 | 18 |
| 10-Year (Annualized) | 8.76 | 0.88 | 0.34 | 20 |
