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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.99% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -1.08% | |
Worst 1-Yr Total Return (2008): | -37.72% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -12.55% | | 3-Year: | -8.18% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANVAX | Category | Diff | Index* | Diff | | Year To Date | 24.99 | 29.38 | -4.39 | 24.07 | 0.92 | | 1-Month | 4.70 | 4.60 | 0.1 | 6.00 | -1.3 | | 3-Month | 7.79 | 5.74 | 2.05 | 7.91 | -0.12 | | 1-Year | 34.65 | 35.63 | -0.98 | 25.39 | 9.26 | | 3-Year | -8.33 | -6.63 | -1.7 | -5.79 | -2.54 | | 5-Year | N/A | 1.13 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.87 | 57.66 | 9.21 | 45.76 | 21.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.63 | -16.45 | -5.18 | -18.25 | -3.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.72 | -36.77 | -0.95 | | 2007 | | | -1.08 | 0.83 | -1.91 | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ANVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.90 | 22.33 | 25.88 | N/A | | 2008 | -6.75 | -2.56 | -8.64 | -24.98 | | 2007 | 1.46 | 8.16 | -5.58 | -4.53 | | 2006 | N/A | N/A | N/A | 7.80 | | 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 | 281 | 420 | 66.90 | | 1-Month | 248 | 443 | 55.98 | | 3-Month | 48 | 438 | 10.96 | | 6-Month | 51 | 431 | 11.83 | | 1-Year | 196 | 416 | 47.12 | | 3-Year | 218 | 338 | 64.50 | | 5-Year | | 248 | N/A |
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0.18% Nasdaq 
0.14 (1.28%) 
Performance
