| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
5
1
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 | 14.54 | 3.41 | -5.35 | 74 |
| 1-Month | 4.23 | 1.09 | -1.50 | 53 |
| 3-Month | 10.20 | 4.46 | -4.25 | 71 |
| 6-Month | 15.48 | 0.81 | 1.00 | 42 |
| 1-Year | 22.64 | 5.94 | 3.64 | 34 |
| 3-Year (Annualized) | 15.55 | 5.96 | -0.75 | 43 |
| 5-Year (Annualized) | 5.77 | 3.96 | 0.33 | 30 |
| 10-Year (Annualized) | 14.81 | 6.52 | 1.41 | 8 |
