| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 | 12.76 | 0.03 | -1.24 | 69 |
| 1-Month | 2.24 | 0.31 | 0.72 | 31 |
| 3-Month | 5.95 | -1.24 | -1.10 | 82 |
| 6-Month | 14.02 | -0.40 | -2.29 | 72 |
| 1-Year | 13.33 | -3.56 | -8.47 | 95 |
| 3-Year (Annualized) | 10.98 | -1.82 | -1.37 | 54 |
| 5-Year (Annualized) | 4.77 | -0.44 | 0.60 | 35 |
| 10-Year (Annualized) | 8.23 | 0.35 | -0.19 | 34 |
