| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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 | 13.21 | 0.48 | -0.79 | 51 |
| 1-Month | 1.75 | -0.18 | 0.24 | 56 |
| 3-Month | 7.45 | 0.26 | 0.40 | 33 |
| 6-Month | 15.48 | 1.06 | -0.83 | 42 |
| 1-Year | 17.54 | 0.65 | -4.26 | 63 |
| 3-Year (Annualized) | 10.89 | -1.92 | -1.46 | 56 |
| 5-Year (Annualized) | 6.06 | 0.85 | 1.90 | 14 |
| 10-Year (Annualized) | 9.12 | 1.24 | 0.70 | 15 |
