| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
1
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 | 17.85 | 6.72 | -2.04 | 31 |
| 1-Month | 5.37 | 2.23 | -0.35 | 18 |
| 3-Month | 12.70 | 6.96 | -1.76 | 31 |
| 6-Month | 14.05 | -0.62 | -0.43 | 66 |
| 1-Year | 21.08 | 4.38 | 2.07 | 56 |
| 3-Year (Annualized) | 16.75 | 7.16 | 0.46 | 12 |
| 5-Year (Annualized) | 7.01 | 5.20 | 1.57 | 7 |
| 10-Year (Annualized) | 11.60 | 3.31 | -1.80 | 46 |
