| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
2
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 | 14.61 | 3.48 | -5.27 | 69 |
| 1-Month | 4.25 | 1.10 | -1.48 | 48 |
| 3-Month | 10.25 | 4.51 | -4.20 | 64 |
| 6-Month | 15.60 | 0.94 | 1.12 | 33 |
| 1-Year | 22.92 | 6.22 | 3.91 | 24 |
| 3-Year (Annualized) | 15.84 | 6.25 | -0.45 | 36 |
| 5-Year (Annualized) | 6.03 | 4.22 | 0.58 | 20 |
| 10-Year (Annualized) | 15.14 | 6.85 | 1.74 | 6 |
