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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.37% | | 5-Year Average Return: | 0.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.56% | |
Worst 1-Yr Total Return (2008): | -40.66% | |
Best 3-Yr Total Return (2004-6): | 12.71% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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| 1-Year: | -11.00% | | 3-Year: | -8.47% | | 5-Year: | -0.30% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGRRX | Category | Diff | Index* | Diff | | Year To Date | 17.37 | 18.65 | -1.28 | 17.05 | 0.32 | | 1-Month | -3.13 | -2.18 | -0.95 | -1.86 | -1.27 | | 3-Month | 5.27 | 5.08 | 0.19 | 5.48 | -0.21 | | 1-Year | 12.18 | 11.86 | 0.32 | 9.80 | 2.38 | | 3-Year | -8.57 | -6.78 | -1.79 | -7.02 | -1.55 | | 5-Year | 0.01 | 0.49 | -0.48 | 0.33 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.17 | 45.26 | 1.91 | 45.76 | 1.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.01 | -15.99 | -3.02 | -18.25 | -0.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.66 | -37.79 | -2.87 | | 2007 | | | 5.30 | 6.16 | -0.86 | | 2006 | | | 15.56 | 14.17 | 1.39 | | 2005 | | | 8.46 | 5.88 | 2.58 | | 2004 | | | 14.23 | 10.02 | 4.21 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AGRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.32 | 17.68 | 17.43 | N/A | | 2008 | -11.64 | -0.94 | -13.01 | -22.06 | | 2007 | 1.96 | 6.31 | 0.20 | -3.04 | | 2006 | 6.37 | -2.62 | 3.82 | 7.46 | | 2005 | -1.46 | 1.70 | 5.42 | 2.67 | | 2004 | 2.98 | 1.04 | -0.29 | 10.10 | | 2003 | N/A | N/A | N/A | 13.14 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1288 | 2013 | 63.98 | | 1-Month | 1983 | 2110 | 93.98 | | 3-Month | 1609 | 2090 | 76.99 | | 6-Month | 491 | 2049 | 23.96 | | 1-Year | 833 | 1999 | 41.67 | | 3-Year | 1124 | 1694 | 66.35 | | 5-Year | 692 | 1352 | 51.18 |
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