| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
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 | 17.74 | 6.62 | -2.14 | 32 |
| 1-Month | 5.31 | 2.16 | -0.42 | 22 |
| 3-Month | 12.60 | 6.86 | -1.86 | 32 |
| 6-Month | 13.90 | -0.77 | -0.58 | 67 |
| 1-Year | 20.93 | 4.23 | 1.92 | 57 |
| 3-Year (Annualized) | 16.57 | 6.99 | 0.28 | 16 |
| 5-Year (Annualized) | 6.84 | 5.03 | 1.40 | 9 |
| 10-Year (Annualized) | 11.43 | 3.14 | -1.97 | 52 |
