| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
5
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 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 | 14.33 | 3.20 | -5.56 | 81 |
| 1-Month | 4.15 | 1.00 | -1.58 | 64 |
| 3-Month | 10.03 | 4.29 | -4.42 | 78 |
| 6-Month | 15.17 | 0.50 | 0.69 | 51 |
| 1-Year | 22.02 | 5.32 | 3.01 | 46 |
| 3-Year (Annualized) | 14.98 | 5.40 | -1.31 | 54 |
| 5-Year (Annualized) | 5.24 | 3.43 | -0.20 | 42 |
| 10-Year (Annualized) | 14.32 | 6.03 | 0.92 | 14 |
