| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(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 | 13.79 | 1.05 | -0.22 | 33 |
| 1-Month | 2.00 | 0.07 | 0.48 | 45 |
| 3-Month | 5.94 | -1.24 | -1.11 | 82 |
| 6-Month | 16.08 | 1.66 | -0.23 | 29 |
| 1-Year | 18.00 | 1.11 | -3.80 | 54 |
| 3-Year (Annualized) | 11.25 | -1.55 | -1.09 | 49 |
| 5-Year (Annualized) | 4.77 | -0.44 | 0.61 | 35 |
| 10-Year (Annualized) | 10.71 | 2.83 | 2.29 | 1 |
