| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 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 | 15.01 | 2.27 | 1.00 | 8 |
| 1-Month | 2.59 | 0.67 | 1.08 | 19 |
| 3-Month | 9.13 | 1.94 | 2.08 | 6 |
| 6-Month | 17.23 | 2.81 | 0.92 | 12 |
| 1-Year | 20.65 | 3.76 | -1.15 | 17 |
| 3-Year (Annualized) | 16.14 | 3.33 | 3.79 | 2 |
| 5-Year (Annualized) | 6.50 | 1.29 | 2.33 | 10 |
| 10-Year (Annualized) | 8.37 | 0.49 | -0.05 | 31 |
