| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
The fund makes the list of Zacks Investment Research's "Top 5 Utilities Funds." Funds on the list are expected to outperform their peers in the future.
Zacks Investment Research 2010-05-05
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - MSCI World NR USD | + / - DJ Utilities Average TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 17.89 | 6.76 | -1.99 | 28 |
| 1-Month | 5.36 | 2.21 | -0.37 | 19 |
| 3-Month | 12.76 | 7.02 | -1.70 | 28 |
| 6-Month | 14.20 | -0.47 | -0.28 | 62 |
| 1-Year | 21.51 | 4.82 | 2.51 | 53 |
| 3-Year (Annualized) | 17.16 | 7.57 | 0.87 | 7 |
| 5-Year (Annualized) | 7.38 | 5.57 | 1.94 | 3 |
| 10-Year (Annualized) | 11.99 | 3.70 | -1.41 | 39 |
