| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
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 | 14.69 | 1.95 | 0.68 | 14 |
| 1-Month | 2.19 | 0.26 | 0.68 | 35 |
| 3-Month | 7.83 | 0.64 | 0.78 | 22 |
| 6-Month | 16.31 | 1.88 | -0.01 | 25 |
| 1-Year | 20.55 | 3.66 | -1.25 | 18 |
| 3-Year (Annualized) | 12.27 | -0.54 | -0.08 | 28 |
| 5-Year (Annualized) | 4.40 | -0.81 | 0.23 | 43 |
| 10-Year (Annualized) | 8.56 | 0.68 | 0.14 | 25 |
