| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 | 12.73 | -0.01 | -1.28 | 70 |
| 1-Month | 1.72 | -0.20 | 0.21 | 57 |
| 3-Month | 5.84 | -1.34 | -1.21 | 86 |
| 6-Month | 16.84 | 2.42 | 0.53 | 16 |
| 1-Year | 18.88 | 1.99 | -2.93 | 40 |
| 3-Year (Annualized) | 11.42 | -1.38 | -0.92 | 45 |
| 5-Year (Annualized) | 6.06 | 0.85 | 1.89 | 15 |
| 10-Year (Annualized) | 8.83 | 0.95 | 0.41 | 19 |
