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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.83% | | 5-Year Average Return: | 1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.84% | |
Worst 1-Yr Total Return (2008): | -22.67% | |
Best 3-Yr Total Return (2005-7): | 5.31% | |
Worst 3-Yr Total Return (2006-8): | -3.77% |
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| 1-Year: | -4.02% | | 3-Year: | -1.89% | | 5-Year: | 1.30% | | 10-Year: | 1.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARBAX | Category | Diff | Index* | Diff | | Year To Date | 15.83 | 18.16 | -2.33 | N/A | N/A | | 1-Month | -1.03 | -1.24 | 0.21 | N/A | N/A | | 3-Month | 5.40 | 4.71 | 0.69 | N/A | N/A | | 1-Year | 14.27 | 15.73 | -1.46 | N/A | N/A | | 3-Year | -1.15 | -2.66 | 1.51 | N/A | N/A | | 5-Year | 1.92 | 2.10 | -0.18 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.69 | 33.32 | -3.63 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.98 | -8.51 | 1.53 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.67 | -28.00 | 5.33 | | 2007 | | | 4.92 | 5.99 | -1.07 | | 2006 | | | 9.84 | 11.29 | -1.45 | | 2005 | | | 1.34 | 5.13 | -3.79 | | 2004 | | | 2.29 | 8.86 | -6.57 | | 2003 | | | 21.95 | 20.35 | 1.60 | | 2002 | | | -17.83 | -12.02 | -5.81 | | 2001 | | | -6.49 | -5.05 | -1.44 | | 2000 | | | 0.32 | 1.82 | -1.50 | | 1999 | | | 22.46 | 10.71 | 11.75 |
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| PAST QUARTERLY RETURNS (%) FOR
ARBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.01 | 10.48 | 11.51 | N/A | | 2008 | -4.63 | -2.18 | -4.49 | -13.21 | | 2007 | 2.13 | 3.89 | 1.39 | -2.47 | | 2006 | 2.89 | -3.18 | 4.78 | 5.24 | | 2005 | -2.72 | 1.20 | 2.12 | 0.80 | | 2004 | 0.48 | -0.60 | -4.11 | 6.80 | | 2003 | -0.92 | 13.21 | 2.26 | 6.32 | | 2002 | -1.69 | -9.30 | -11.71 | 4.38 | | 2001 | -6.63 | 2.26 | -9.93 | 8.74 | | 2000 | 7.27 | -1.62 | -0.81 | -4.17 | | 1999 | N/A | N/A | N/A | 16.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 884 | 1211 | 73.00 | | 1-Month | 553 | 1258 | 43.96 | | 3-Month | 628 | 1256 | 50.00 | | 6-Month | 1061 | 1220 | 86.97 | | 1-Year | 628 | 1204 | 52.16 | | 3-Year | 207 | 950 | 21.79 | | 5-Year | 345 | 796 | 43.34 |
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0.05% Nasdaq 
0.45%
Performance
