|
| Morningstar Return Rating: | | | Year to Date Return: | 13.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -27.31% | |
Worst 1-Yr Total Return (2008): | -27.31% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARSMX | Category | Diff | Index* | Diff | | Year To Date | 13.88 | 19.19 | -5.31 | 17.05 | -3.17 | | 1-Month | -2.77 | -5.16 | 2.39 | -1.86 | -0.91 | | 3-Month | 3.63 | 4.11 | -0.48 | 5.48 | -1.85 | | 1-Year | 8.33 | 11.22 | -2.89 | 9.80 | -1.47 | | 3-Year | N/A | -7.72 | N/A | -7.02 | N/A | | 5-Year | N/A | 1.02 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.37 | 60.83 | -21.46 | 45.76 | -6.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.51 | -15.36 | -2.15 | -18.25 | 0.74 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.31 | -32.24 | 4.93 | | 2007 | | | N/A | -6.08 | N/A | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ARSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.39 | 12.76 | 12.16 | N/A | | 2008 | -4.93 | 3.38 | -4.69 | -22.40 | | 2007 | N/A | 3.98 | -4.88 | -6.14 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 292 | 390 | 74.87 | | 1-Month | 101 | 406 | 24.88 | | 3-Month | 230 | 405 | 56.79 | | 6-Month | 376 | 396 | 94.95 | | 1-Year | 214 | 381 | 56.17 | | 3-Year | | 317 | N/A | | 5-Year | | 242 | N/A |
|
|
|
|
|