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    Motley Fool Independence Investor (FOOLX)

    20.26 Down 0.08(0.39%) Jan 19

    Performance Overview as of Dec 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:2.77%
    5-Year Average Return:8.75%
    Number of Years Up:5
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):23.91%
    Worst 1 Yr Total Return (2011-12-31):-3.34%
    Best 3-Yr Total Return (N/A):14.57%
    Worst 3-Yr Total Return (N/A):2.76%
    Load Adjusted Returns 
    1-Year:2.77%
    3-Year:2.76%
    5-Year:8.75%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnFOOLXCategoryDiffIndex*Diff
    Year To Date2.77N/AN/AN/AN/A
    1-Month0.75N/AN/AN/AN/A
    3-Month-2.24N/AN/AN/AN/A
    1-Year2.77N/AN/AN/AN/A
    3-Year2.76N/AN/AN/AN/A
    5-Year8.75N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.04N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.13N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearFOOLXCategoryDiff
    2016
     
    2.77N/AN/A
    2015
     
    -1.58N/AN/A
    2014
     
    7.27N/AN/A
    2013
     
    23.91N/AN/A
    2012
     
    13.15N/AN/A
    2011
     
    -3.34N/AN/A
    2010
     
    18.80N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for FOOLX 
    Q1Q2Q3Q4
    2016-0.650.305.51-2.24
    20152.282.57-9.443.60
    20140.686.35-0.680.88
    20136.872.867.474.88
    201210.66-3.884.841.46
    20114.80-0.85-13.477.51
    20103.52-9.8217.078.70
    200917.826.99N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date75N/A
    1-Month76N/A
    3-Month74N/A
    6-Month65N/A
    1-Year75N/A
    3-Year35N/A
    5-Year61N/A