| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 | 14.60 | 3.47 | -5.29 | 71 |
| 1-Month | 4.25 | 1.10 | -1.48 | 49 |
| 3-Month | 10.25 | 4.51 | -4.21 | 66 |
| 6-Month | 15.59 | 0.92 | 1.11 | 34 |
| 1-Year | 22.90 | 6.20 | 3.89 | 25 |
| 3-Year (Annualized) | 15.85 | 6.26 | -0.45 | 34 |
| 5-Year (Annualized) | 6.03 | 4.22 | 0.58 | 21 |
| 10-Year (Annualized) | 15.19 | 6.90 | 1.79 | 2 |
