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CALENDAR-YEAR TOTAL RETURNS
2010 2011 2012 2013 YTD 3/2014
Total Return % 23.89 9.47 24.63 44.84 4.22
% Rank in Cat 29 1 5 4 62
+/- Category 1.97 13.43 8.03 9.7 1.17
+/- Index* 8.83 7.36 8.62 12.45 2.41
TRAILING TOTAL RETURNS
  • Fund
  • Category: Mid-Cap Value
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day 0.44 --- 0.21 11.00
1-Week 1.22 --- 1.19 50
1-Month -1.73 --- 0.07 95
3-Month 1.2 2.41 1.97 80
Year-to-date 1.67 2.41 1.91 62
1-Year 39.75 19.8 25.83 2
3-Year Annualized 22.22 9.65 13.08 1
5-Year Annualized NA NA 20.58 NA
10-Year Annualized NA NA 8.63 NA
GROWTH OF 10,000 USD
  • Fund
  • Category: Mid-Cap Value
  • Index: S&P 500 TR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD PYSYX
1 Year 39.96%
3 Year 22.79%
5 Year NA
10 Year NA
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Financial data in US dollars | Page generated 5:05 PM ET