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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.67% | | 5-Year Average Return: | 3.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.05% | |
Worst 1-Yr Total Return (2008): | -0.24% | |
Best 3-Yr Total Return (2005-7): | 3.56% | |
Worst 3-Yr Total Return (2006-8): | 2.86% |
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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 | ARKIX | Category | Diff | Index* | Diff | | Year To Date | 9.67 | 13.54 | -3.87 | 6.24 | 3.43 | | 1-Month | 0.68 | 0.89 | -0.21 | 0.49 | 0.19 | | 3-Month | 3.55 | 4.14 | -0.59 | 2.60 | 0.95 | | 1-Year | 14.32 | 17.86 | -3.54 | 13.79 | 0.53 | | 3-Year | 4.95 | 4.54 | 0.41 | 6.35 | -1.4 | | 5-Year | 3.98 | 3.85 | 0.13 | 5.05 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.76 | 13.81 | -4.05 | 7.06 | 2.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.94 | 6.49 | -0.55 | 7.94 | -2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.24 | -4.70 | 4.46 | | 2007 | | | 5.05 | 4.70 | 0.35 | | 2006 | | | 3.85 | 4.15 | -0.30 | | 2005 | | | 1.79 | 1.80 | -0.01 | | 2004 | | | 4.00 | 3.91 | 0.09 | | 2003 | | | 3.17 | 5.10 | -1.93 | | 2002 | | | 8.69 | 8.04 | 0.65 | | 2001 | | | 7.24 | 7.64 | -0.40 | | 2000 | | | 10.35 | 9.44 | 0.91 | | 1999 | | | -1.79 | -1.35 | -0.44 |
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| PAST QUARTERLY RETURNS (%) FOR
ARKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.63 | 4.30 | 5.10 | N/A | | 2008 | 1.00 | -0.26 | -1.27 | 0.31 | | 2007 | 1.24 | -0.68 | 2.16 | 2.26 | | 2006 | -0.84 | -0.47 | 3.89 | 1.28 | | 2005 | -0.62 | 2.66 | -0.81 | 0.58 | | 2004 | 2.76 | -2.82 | 3.10 | 1.01 | | 2003 | 1.44 | 2.00 | -0.67 | 0.39 | | 2002 | -0.55 | 3.66 | 4.46 | 0.93 | | 2001 | 2.98 | 0.23 | 4.00 | -0.10 | | 2000 | 2.05 | 0.72 | 3.05 | 4.18 | | 1999 | N/A | N/A | N/A | -0.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 774 | 1122 | 68.98 | | 1-Month | 570 | 1164 | 48.97 | | 3-Month | 542 | 1154 | 46.97 | | 6-Month | 679 | 1133 | 59.93 | | 1-Year | 652 | 1113 | 58.58 | | 3-Year | 448 | 957 | 46.81 | | 5-Year | 389 | 845 | 46.04 |
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1.23% Nasdaq 
0.03 (0.30%) 
Performance
