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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.08% | | 5-Year Average Return: | -0.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.96% | |
Worst 1-Yr Total Return (2008): | -33.96% | |
Best 3-Yr Total Return (2004-6): | 7.78% | |
Worst 3-Yr Total Return (2006-8): | -9.51% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGRIX | Category | Diff | Index* | Diff | | Year To Date | 18.08 | 24.15 | -6.07 | 17.05 | 1.03 | | 1-Month | -0.14 | -2.25 | 2.11 | -1.86 | 1.72 | | 3-Month | 5.79 | 4.52 | 1.27 | 5.48 | 0.31 | | 1-Year | 13.19 | 15.35 | -2.16 | 9.80 | 3.39 | | 3-Year | -5.76 | -4.95 | -0.81 | -7.02 | 1.26 | | 5-Year | -0.23 | 0.99 | -1.22 | 0.33 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.70 | 42.81 | -7.11 | 45.76 | -10.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.35 | -17.14 | 0.79 | -18.25 | 1.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.96 | -40.67 | 6.71 | | 2007 | | | 5.49 | 13.35 | -7.86 | | 2006 | | | 6.36 | 7.05 | -0.69 | | 2005 | | | 6.11 | 6.71 | -0.60 | | 2004 | | | 10.96 | 7.81 | 3.15 | | 2003 | | | 21.28 | 28.66 | -7.38 | | 2002 | | | -24.45 | -27.64 | 3.19 | | 2001 | | | -15.73 | -22.30 | 6.57 | | 2000 | | | -23.99 | -13.05 | -10.94 | | 1999 | | | 25.23 | 38.87 | -13.64 |
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| PAST QUARTERLY RETURNS (%) FOR
AGRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.34 | 12.52 | 13.41 | N/A | | 2008 | -11.95 | 3.25 | -10.23 | -19.09 | | 2007 | -0.52 | 3.04 | 2.99 | -0.07 | | 2006 | 3.08 | -4.69 | 4.59 | 3.50 | | 2005 | -1.27 | -0.04 | 4.20 | 3.18 | | 2004 | 1.62 | 4.24 | -2.17 | 7.08 | | 2003 | -0.42 | 8.88 | 2.08 | 9.57 | | 2002 | -1.93 | -14.87 | -13.59 | 4.73 | | 2001 | -18.90 | 7.18 | -13.22 | 11.73 | | 2000 | 3.22 | -2.02 | -7.53 | -18.72 | | 1999 | N/A | N/A | N/A | 20.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1441 | 1802 | 79.97 | | 1-Month | 170 | 1890 | 8.99 | | 3-Month | 263 | 1884 | 13.96 | | 6-Month | 730 | 1827 | 39.96 | | 1-Year | 1028 | 1797 | 57.21 | | 3-Year | 779 | 1518 | 51.32 | | 5-Year | 766 | 1251 | 61.23 |
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0.01% Nasdaq 
0.22%
Performance
