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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.13% | | 5-Year Average Return: | 3.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.90% | |
Worst 1-Yr Total Return (2008): | -41.17% | |
Best 3-Yr Total Return (2004-6): | 13.94% | |
Worst 3-Yr Total Return (2006-8): | -8.19% |
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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 | ARQIX | Category | Diff | Index* | Diff | | Year To Date | 31.13 | 29.35 | 1.78 | 29.91 | 1.22 | | 1-Month | 4.73 | 3.83 | 0.9 | 2.00 | 2.73 | | 3-Month | 7.52 | 6.09 | 1.43 | 4.58 | 2.94 | | 1-Year | 41.78 | 38.30 | 3.48 | 37.72 | 4.06 | | 3-Year | -4.98 | -5.68 | 0.7 | -5.52 | 0.54 | | 5-Year | 3.11 | 4.12 | -1.01 | 4.13 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.95 | 57.56 | -3.61 | 59.35 | -5.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.70 | -15.07 | 1.37 | -14.95 | 1.25 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARQIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.17 | -43.99 | 2.82 | | 2007 | | | 8.81 | 12.71 | -3.90 | | 2006 | | | 20.90 | 24.77 | -3.87 | | 2005 | | | 11.26 | 14.72 | -3.46 | | 2004 | | | 9.98 | 17.39 | -7.41 | | 2003 | | | 36.19 | 33.58 | 2.61 | | 2002 | | | -19.31 | -16.69 | -2.62 | | 2001 | | | -23.45 | -21.67 | -1.78 | | 2000 | | | -15.66 | -16.34 | 0.68 | | 1999 | | | 50.49 | 40.28 | 10.21 |
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| PAST QUARTERLY RETURNS (%) FOR
ARQIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.41 | 22.18 | 16.47 | N/A | | 2008 | -8.33 | -2.14 | -17.82 | -20.20 | | 2007 | 2.32 | 6.62 | 1.16 | -1.40 | | 2006 | 9.18 | -0.29 | 2.81 | 8.02 | | 2005 | -1.57 | -0.98 | 8.95 | 4.77 | | 2004 | 2.02 | -3.20 | -1.75 | 13.35 | | 2003 | -10.01 | 19.65 | 8.45 | 16.63 | | 2002 | -0.84 | -4.23 | -19.23 | 5.20 | | 2001 | -12.93 | -1.66 | -15.85 | 6.24 | | 2000 | 5.38 | -6.97 | -8.51 | -5.97 | | 1999 | N/A | N/A | N/A | 27.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 824 | 34.95 | | 1-Month | 84 | 847 | 9.92 | | 3-Month | 151 | 844 | 17.89 | | 6-Month | 654 | 839 | 77.95 | | 1-Year | 223 | 817 | 27.29 | | 3-Year | 204 | 612 | 33.33 | | 5-Year | 247 | 462 | 53.46 |
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1.27% Nasdaq 
Performance
