| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(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 | 14.65 | 1.91 | 0.64 | 15 |
| 1-Month | 2.19 | 0.26 | 0.68 | 35 |
| 3-Month | 7.78 | 0.60 | 0.73 | 23 |
| 6-Month | 16.21 | 1.79 | -0.10 | 27 |
| 1-Year | 20.36 | 3.47 | -1.45 | 19 |
| 3-Year (Annualized) | 12.09 | -0.71 | -0.26 | 31 |
| 5-Year (Annualized) | 4.22 | -0.99 | 0.05 | 47 |
| 10-Year (Annualized) | 8.40 | 0.52 | -0.02 | 30 |
