| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
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|
|
Zacks Investment Research
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|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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|
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 | 14.74 | 3.61 | -5.15 | 59 |
| 1-Month | 4.27 | 1.12 | -1.46 | 44 |
| 3-Month | 10.30 | 4.57 | -4.15 | 61 |
| 6-Month | 15.79 | 1.13 | 1.31 | 27 |
| 1-Year | 23.29 | 6.59 | 4.29 | 13 |
| 3-Year (Annualized) | 15.97 | 6.38 | -0.32 | 32 |
| 5-Year (Annualized) | 6.10 | 4.29 | 0.65 | 19 |
| 10-Year (Annualized) | 15.22 | 6.93 | 1.83 | 2 |
