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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.75% | | 5-Year Average Return: | -1.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.68% | |
Worst 1-Yr Total Return (2008): | -39.16% | |
Best 3-Yr Total Return (2004-6): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -9.76% |
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| 1-Year: | -15.54% | | 3-Year: | -8.84% | | 5-Year: | -0.95% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AQEBX | Category | Diff | Index* | Diff | | Year To Date | 11.75 | 18.65 | -6.9 | 17.05 | -5.3 | | 1-Month | -2.00 | -2.18 | 0.18 | -1.86 | -0.14 | | 3-Month | 5.46 | 5.08 | 0.38 | 5.48 | -0.02 | | 1-Year | 3.27 | 11.86 | -8.59 | 9.80 | -6.53 | | 3-Year | -9.83 | -6.78 | -3.05 | -7.02 | -2.81 | | 5-Year | -1.33 | 0.49 | -1.82 | 0.33 | -1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.60 | 45.26 | -0.66 | 45.76 | -1.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.49 | -15.99 | -5.5 | -18.25 | -3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AQEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.16 | -37.79 | -1.37 | | 2007 | | | 4.42 | 6.16 | -1.74 | | 2006 | | | 15.68 | 14.17 | 1.51 | | 2005 | | | 5.36 | 5.88 | -0.52 | | 2004 | | | 9.16 | 10.02 | -0.86 | | 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
AQEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.93 | 14.45 | 15.76 | N/A | | 2008 | -11.53 | -2.81 | -9.00 | -22.24 | | 2007 | 0.14 | 6.78 | 0.81 | -3.13 | | 2006 | 5.51 | -2.50 | 4.83 | 7.26 | | 2005 | -1.72 | 1.27 | 5.17 | 0.65 | | 2004 | 1.83 | 0.98 | -3.23 | 9.70 | | 2003 | N/A | N/A | 1.10 | 11.56 | | 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 | 1731 | 2013 | 85.99 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 647 | 2090 | 30.96 | | 6-Month | 799 | 2049 | 38.99 | | 1-Year | 1445 | 1999 | 72.29 | | 3-Year | 1214 | 1694 | 71.66 | | 5-Year | 932 | 1352 | 68.93 |
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0.22% Nasdaq 
Performance
