| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
---
|
|
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 | 13.07 | 0.34 | -0.93 | 57 |
| 1-Month | 2.18 | 0.26 | 0.67 | 35 |
| 3-Month | 7.28 | 0.10 | 0.23 | 39 |
| 6-Month | 14.84 | 0.42 | -1.47 | 56 |
| 1-Year | 17.99 | 1.10 | -3.81 | 54 |
| 3-Year (Annualized) | 15.16 | 2.36 | 2.81 | 3 |
| 5-Year (Annualized) | 7.09 | 1.88 | 2.92 | 5 |
| 10-Year (Annualized) | 9.15 | 1.27 | 0.73 | 15 |
