| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
5
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 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 2000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 16.02 | 3.29 | 4.50 | 3 |
| 1-Month | 0.92 | -1.01 | 1.01 | 6 |
| 3-Month | 8.50 | 1.31 | 3.25 | 4 |
| 6-Month | 19.02 | 4.60 | 2.44 | 24 |
| 1-Year | 17.30 | 0.41 | -2.41 | 48 |
| 3-Year (Annualized) | 15.50 | 2.70 | 5.92 | 2 |
| 5-Year (Annualized) | 7.92 | 2.71 | 1.32 | 36 |
| 10-Year (Annualized) | 10.59 | 2.70 | 0.31 | 59 |














