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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.87% | | 5-Year Average Return: | 3.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.09% | |
Worst 1-Yr Total Return (2008): | -43.06% | |
Best 3-Yr Total Return (2004-6): | 10.64% | |
Worst 3-Yr Total Return (2006-8): | -10.59% |
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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 | ARMEX | Category | Diff | Index* | Diff | | Year To Date | 35.87 | 25.80 | 10.07 | 17.05 | 18.82 | | 1-Month | -2.45 | -4.37 | 1.92 | -1.86 | -0.59 | | 3-Month | 6.82 | 4.09 | 2.73 | 5.48 | 1.34 | | 1-Year | 26.50 | 16.23 | 10.27 | 9.80 | 16.7 | | 3-Year | -2.30 | -5.36 | 3.06 | -7.02 | 4.72 | | 5-Year | 3.50 | 1.68 | 1.82 | 0.33 | 3.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.21 | 47.87 | 10.34 | 45.76 | 12.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.60 | -19.87 | 0.27 | -18.25 | -1.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARMEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.06 | -43.77 | 0.71 | | 2007 | | | 17.98 | 15.09 | 2.89 | | 2006 | | | 6.39 | 9.00 | -2.61 | | 2005 | | | 7.79 | 9.84 | -2.05 | | 2004 | | | 18.09 | 13.23 | 4.86 | | 2003 | | | 34.05 | 35.96 | -1.91 | | 2002 | | | -20.99 | -27.24 | 6.25 | | 2001 | | | -6.90 | -19.98 | 13.08 | | 2000 | | | 9.17 | -4.78 | 13.95 | | 1999 | | | 23.70 | 60.49 | -36.79 |
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| PAST QUARTERLY RETURNS (%) FOR
ARMEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.45 | 20.93 | 16.87 | N/A | | 2008 | -10.80 | 9.14 | -19.76 | -27.10 | | 2007 | 5.85 | 7.10 | 2.49 | 1.55 | | 2006 | 8.81 | -5.95 | -2.22 | 6.32 | | 2005 | -4.29 | 4.62 | 4.09 | 3.42 | | 2004 | 5.21 | -1.06 | -3.22 | 17.21 | | 2003 | -4.68 | 18.85 | 3.61 | 14.20 | | 2002 | 2.21 | -11.80 | -15.24 | 3.41 | | 2001 | -12.69 | 12.27 | -15.87 | 12.90 | | 2000 | 19.75 | -4.90 | 8.64 | -11.76 | | 1999 | N/A | N/A | N/A | 23.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 127 | 848 | 14.98 | | 1-Month | 234 | 901 | 25.97 | | 3-Month | 80 | 898 | 8.91 | | 6-Month | 138 | 868 | 15.90 | | 1-Year | 100 | 847 | 11.81 | | 3-Year | 123 | 749 | 16.42 | | 5-Year | 150 | 636 | 23.58 |
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0.08% Nasdaq 
0.32%
Performance
