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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.36% | | 5-Year Average Return: | -0.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.42% | |
Worst 1-Yr Total Return (2008): | -43.20% | |
Best 3-Yr Total Return (2004-6): | 8.28% | |
Worst 3-Yr Total Return (2006-8): | -14.22% |
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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 | AGRYX | Category | Diff | Index* | Diff | | Year To Date | 24.36 | 24.15 | 0.21 | 17.05 | 7.31 | | 1-Month | -1.74 | -2.25 | 0.51 | -1.86 | 0.12 | | 3-Month | 5.53 | 4.52 | 1.01 | 5.48 | 0.05 | | 1-Year | 16.66 | 15.35 | 1.31 | 9.80 | 6.86 | | 3-Year | -6.70 | -4.95 | -1.75 | -7.02 | 0.32 | | 5-Year | -0.48 | 0.99 | -1.47 | 0.33 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.05 | 42.81 | 0.24 | 45.76 | -2.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.32 | -17.14 | -2.18 | -18.25 | -1.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGRYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.20 | -40.67 | -2.53 | | 2007 | | | 13.11 | 13.35 | -0.24 | | 2006 | | | -1.75 | 7.05 | -8.80 | | 2005 | | | 11.95 | 6.71 | 5.24 | | 2004 | | | 15.42 | 7.81 | 7.61 | | 2003 | | | 35.28 | 28.66 | 6.62 | | 2002 | | | -28.41 | -27.64 | -0.77 | | 2001 | | | -24.29 | -22.30 | -1.99 | | 2000 | | | -18.24 | -13.05 | -5.19 | | 1999 | | | 25.96 | 38.87 | -12.91 |
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| PAST QUARTERLY RETURNS (%) FOR
AGRYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.34 | 14.16 | 14.69 | N/A | | 2008 | -16.10 | 2.73 | -14.50 | -22.92 | | 2007 | 1.60 | 5.72 | 6.51 | -1.12 | | 2006 | 0.75 | -10.80 | 4.66 | 4.46 | | 2005 | -6.82 | 7.41 | 5.90 | 5.62 | | 2004 | 8.27 | 1.66 | -6.94 | 12.68 | | 2003 | 0.09 | 15.40 | 6.11 | 10.38 | | 2002 | -3.12 | -15.74 | -13.20 | 1.04 | | 2001 | -23.56 | 9.05 | -22.71 | 17.50 | | 2000 | 3.86 | -6.77 | -2.95 | -12.99 | | 1999 | N/A | N/A | N/A | 22.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 738 | 1802 | 40.95 | | 1-Month | 718 | 1890 | 37.99 | | 3-Month | 320 | 1884 | 16.99 | | 6-Month | 420 | 1827 | 22.99 | | 1-Year | 616 | 1797 | 34.28 | | 3-Year | 922 | 1518 | 60.74 | | 5-Year | 802 | 1251 | 64.11 |
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1.42% Nasdaq 
Performance
