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Aston/Fortis Real Estate I (AARIX)

On Dec 4: 6.44   0.17 (2.71%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 13.21% 5-Year Average Return: -1.94% Number of Years Up: 1 Number of Years Down: 2 Best 1-Yr Total Return (2006): 36.17% Worst 1-Yr Total Return (2008): -41.77% Best 3-Yr Total Return (2006-8): -13.69% Worst 3-Yr Total Return (2006-8): -13.69% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return AARIX Category Diff Index* Diff Year To Date 13.21 15.25 -2.04 17.05 -3.84 1-Month -4.17 -4.31 0.14 -1.86 -2.31 3-Month 14.57 15.19 -0.62 5.48 9.09 1-Year -1.27 2.82 -4.09 9.80 -11.07 3-Year -18.05 -16.35 -1.7 -7.02 -11.03 5-Year -1.94 -1.54 -0.4 0.33 -2.27 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 80.42 77.87 2.55 45.76 34.66 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -33.65 -29.96 -3.69 -18.25 -15.4 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year AARIX Category Diff 2009 N/A N/A N/A 2008 -41.77 -39.55 -2.22 2007 -18.91 -14.66 -4.25 2006 36.17 33.58 2.59 2005 N/A 11.51 N/A 2004 N/A 32.02 N/A 2003 N/A 36.80 N/A 2002 N/A 4.54 N/A 2001 N/A 10.00 N/A 2000 N/A 27.02 N/A 1999 N/A -2.76 N/A PAST QUARTERLY RETURNS (%) FOR AARIX   Q1 Q2 Q3 Q4 2009 -31.16 30.95 31.07 N/A 2008 -0.11 -6.59 2.35 -39.03 2007 2.31 -10.99 3.31 -13.80 2006 14.37 -0.38 8.76 9.88 2005 N/A N/A N/A 2.84 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 122 272 44.85 1-Month 28 287 9.76 3-Month 86 278 30.94 6-Month 145 275 52.73 1-Year 165 268 61.57 3-Year 159 232 68.53 5-Year 204 N/A
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