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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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 | 58 |
| 1-Month | 1.62 | -0.31 | 0.11 | 64 |
| 3-Month | 7.40 | 0.22 | 0.35 | 34 |
| 6-Month | 15.53 | 1.10 | -0.79 | 41 |
| 1-Year | 20.23 | 3.34 | -1.57 | 21 |
| 3-Year (Annualized) | 11.28 | -1.52 | -1.07 | 48 |
| 5-Year (Annualized) | 5.02 | -0.20 | 0.85 | 29 |
| 10-Year (Annualized) | 8.21 | 0.32 | -0.21 | 34 |
