169.10 Down -1.34 -0.79%
Find returns for:
CALENDAR-YEAR TOTAL RETURNS
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD
7/2014
Total
Return %
5.12 1.54 18.81 8.71 -31.99 22.52 13.87 8.21 10.04 29.41 2.67
% Rank in
Cat
100 100 71 21 28 35 88 30 88 66 100
+/-
Category
-9.34 -3.77 -1.37 6.9 3.86 -2.64 -2.66 3.58 -3.99 -0.63 -5.04
+/- Index* -5.76 -3.37 3.02 3.22 5.01 -3.95 -1.19 6.1 -5.97 -2.98 -4.47
TRAILING TOTAL RETURNS
  • Fund
  • Category: Large Value
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day -0.02 --- 0.11 95.00
1-Week 0.63 --- 1.11 93
1-Month 1.69 --- 1.19 25
3-Month 4.08 -2.41 5.11 86
Year-to-date 4.26 -4.47 8.68 100
1-Year 12.31 -9.07 17.32 97
3-Year Annualized 13.13 -3.03 16.01 96
5-Year Annualized 16.24 -1.02 17.68 91
10-Year Annualized 8.12 -0.14 7.89 43
GROWTH OF 10,000 USD
  • Fund
  • Category: Large Value
  • Index: S&P 500 TR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD DIA
1 Year 15.35%
3 Year 13.37%
5 Year 17.61%
10 Year 7.46%
DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 2:25 PM ET