| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
5
1
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 | 14.29 | 3.16 | -5.59 | 82 |
| 1-Month | 4.15 | 1.00 | -1.58 | 62 |
| 3-Month | 9.99 | 4.25 | -4.46 | 79 |
| 6-Month | 15.13 | 0.46 | 0.65 | 52 |
| 1-Year | 21.98 | 5.29 | 2.98 | 47 |
| 3-Year (Annualized) | 14.96 | 5.37 | -1.33 | 57 |
| 5-Year (Annualized) | 5.24 | 3.43 | -0.21 | 44 |
| 10-Year (Annualized) | 14.30 | 6.01 | 0.90 | 16 |
