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| Morningstar Return Rating: | | | Year to Date Return: | 24.93% | | 5-Year Average Return: | 3.32% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -40.09% | |
Worst 1-Yr Total Return (2008): | -40.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -6.83% | | 3-Year: | -4.05% | | 5-Year: | 3.54% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANMAX | Category | Diff | Index* | Diff | | Year To Date | 24.93 | 25.80 | -0.87 | 17.05 | 7.88 | | 1-Month | -5.34 | -4.37 | -0.97 | -1.86 | -3.48 | | 3-Month | 2.90 | 4.09 | -1.19 | 5.48 | -2.58 | | 1-Year | 17.47 | 16.23 | 1.24 | 9.80 | 7.67 | | 3-Year | -5.52 | -5.36 | -0.16 | -7.02 | 1.5 | | 5-Year | 3.32 | 1.68 | 1.64 | 0.33 | 2.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.25 | 47.87 | 0.38 | 45.76 | 2.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.47 | -19.87 | 0.4 | -18.25 | -1.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.09 | -43.77 | 3.68 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ANMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.47 | 18.16 | 16.93 | N/A | | 2008 | -10.15 | 7.23 | -16.76 | -25.29 | | 2007 | N/A | N/A | N/A | -2.15 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 466 | 848 | 54.95 | | 1-Month | 333 | 901 | 36.96 | | 3-Month | 673 | 898 | 74.94 | | 6-Month | 616 | 868 | 70.97 | | 1-Year | 341 | 847 | 40.26 | | 3-Year | 328 | 749 | 43.79 | | 5-Year | 169 | 636 | 26.57 |
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1.23% Nasdaq 
Performance
