|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.89% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.81% | |
Worst 1-Yr Total Return (2008): | -45.59% | |
Best 3-Yr Total Return (2005-7): | 11.45% | |
Worst 3-Yr Total Return (2006-8): | -9.72% |
|
| 1-Year: | -6.65% | | 3-Year: | -4.32% | | 5-Year: | 2.36% | | 10-Year: | 5.65% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARPCX | Category | Diff | Index* | Diff | | Year To Date | 19.89 | 21.65 | -1.76 | 17.05 | 2.84 | | 1-Month | -8.60 | -5.90 | -2.7 | -1.86 | -6.74 | | 3-Month | -2.01 | 2.07 | -4.08 | 5.48 | -7.49 | | 1-Year | 8.27 | 13.17 | -4.9 | 9.80 | -1.53 | | 3-Year | -8.77 | -7.45 | -1.32 | -7.02 | -1.75 | | 5-Year | 0.70 | 0.22 | 0.48 | 0.33 | 0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.26 | 52.20 | 1.06 | 45.76 | 7.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.14 | -18.89 | -4.25 | -18.25 | -4.89 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.59 | -41.55 | -4.04 | | 2007 | | | 11.94 | 7.59 | 4.35 | | 2006 | | | 20.81 | 10.81 | 10.00 | | 2005 | | | 2.36 | 6.02 | -3.66 | | 2004 | | | 2.54 | 12.41 | -9.87 | | 2003 | | | 52.68 | 45.54 | 7.14 | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ARPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.48 | 23.06 | 13.98 | N/A | | 2008 | -14.89 | 8.21 | -17.82 | -28.11 | | 2007 | 3.89 | 7.82 | 2.35 | -2.35 | | 2006 | 18.27 | -5.69 | -1.21 | 9.64 | | 2005 | -10.33 | 4.13 | 12.03 | -2.14 | | 2004 | 3.07 | -3.19 | -9.68 | 13.77 | | 2003 | -9.21 | 25.28 | 13.11 | 18.68 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 308 | 790 | 38.99 | | 1-Month | 426 | 820 | 51.95 | | 3-Month | 671 | 819 | 81.93 | | 6-Month | 712 | 800 | 89.00 | | 1-Year | 357 | 783 | 45.59 | | 3-Year | 317 | 669 | 47.38 | | 5-Year | 169 | 554 | 30.51 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
