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| Morningstar Return Rating: | | | Year to Date Return: | 12.22% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -28.41% | |
Worst 1-Yr Total Return (2008): | -28.41% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | ARIDX | Category | Diff | Index* | Diff | | Year To Date | 12.22 | 23.00 | -10.78 | 17.05 | -4.83 | | 1-Month | -0.07 | -3.83 | 3.76 | -1.86 | 1.79 | | 3-Month | 5.54 | 6.04 | -0.5 | 5.48 | 0.06 | | 1-Year | 4.59 | 17.86 | -13.27 | 9.80 | -5.21 | | 3-Year | -5.24 | -6.76 | 1.52 | -7.02 | 1.78 | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.74 | 55.15 | -23.41 | 45.76 | -14.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.15 | -15.15 | -2 | -18.25 | 1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.41 | -36.77 | 8.36 | | 2007 | | | N/A | 0.83 | N/A | | 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
ARIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.56 | 10.04 | 12.84 | N/A | | 2008 | -3.63 | -4.05 | -3.94 | -19.41 | | 2007 | N/A | N/A | -1.47 | -4.58 | | 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 | 411 | 424 | 96.93 | | 1-Month | 4 | 445 | 0.90 | | 3-Month | 224 | 440 | 50.91 | | 6-Month | 402 | 433 | 92.84 | | 1-Year | 329 | 419 | 78.52 | | 3-Year | | 339 | N/A | | 5-Year | | 249 | N/A |
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