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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.37% | | 5-Year Average Return: | 0.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.99% | |
Worst 1-Yr Total Return (2008): | -41.65% | |
Best 3-Yr Total Return (2005-7): | 8.60% | |
Worst 3-Yr Total Return (2006-8): | -9.97% |
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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 | ARCGX | Category | Diff | Index* | Diff | | Year To Date | 27.37 | 24.15 | 3.22 | 17.05 | 10.32 | | 1-Month | -3.81 | -2.25 | -1.56 | -1.86 | -1.95 | | 3-Month | 4.12 | 4.52 | -0.4 | 5.48 | -1.36 | | 1-Year | 17.57 | 15.35 | 2.22 | 9.80 | 7.77 | | 3-Year | -4.81 | -4.95 | 0.14 | -7.02 | 2.21 | | 5-Year | 0.94 | 0.99 | -0.05 | 0.33 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.40 | 42.81 | 9.59 | 45.76 | 6.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.77 | -17.14 | -0.63 | -18.25 | 0.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.65 | -40.67 | -0.98 | | 2007 | | | 12.99 | 13.35 | -0.36 | | 2006 | | | 10.68 | 7.05 | 3.63 | | 2005 | | | 2.41 | 6.71 | -4.30 | | 2004 | | | 5.51 | 7.81 | -2.30 | | 2003 | | | 34.77 | 28.66 | 6.11 | | 2002 | | | -33.54 | -27.64 | -5.90 | | 2001 | | | -20.12 | -22.30 | 2.18 | | 2000 | | | -5.07 | -13.05 | 7.98 | | 1999 | | | 46.47 | 38.87 | 7.60 |
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| PAST QUARTERLY RETURNS (%) FOR
ARCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.34 | 19.62 | 15.72 | N/A | | 2008 | -11.98 | 4.19 | -14.99 | -25.16 | | 2007 | 2.85 | 7.05 | 4.41 | -1.71 | | 2006 | 6.51 | -4.51 | 2.67 | 5.99 | | 2005 | -4.90 | 1.76 | 4.53 | 1.24 | | 2004 | -1.16 | 1.65 | -4.40 | 9.85 | | 2003 | -1.19 | 16.53 | 3.82 | 12.74 | | 2002 | -8.66 | -18.56 | -14.51 | 4.51 | | 2001 | -14.08 | 3.74 | -22.79 | 16.07 | | 2000 | 14.23 | -2.97 | -3.78 | -10.99 | | 1999 | N/A | N/A | N/A | 28.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 450 | 1802 | 24.97 | | 1-Month | 1436 | 1890 | 75.98 | | 3-Month | 847 | 1884 | 44.96 | | 6-Month | 712 | 1827 | 38.97 | | 1-Year | 373 | 1797 | 20.76 | | 3-Year | 555 | 1518 | 36.56 | | 5-Year | 527 | 1251 | 42.13 |
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0.18% Nasdaq 
0.42%
Performance
