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| Morningstar Return Rating: | Above average | | Year to Date Return: | 75.16% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 35.25% | |
Worst 1-Yr Total Return (2008): | -54.13% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | ARTEX | Category | Diff | Index* | Diff | | Year To Date | 75.16 | 67.76 | 7.4 | 29.91 | 45.25 | | 1-Month | 4.96 | 5.36 | -0.4 | 2.00 | 2.96 | | 3-Month | 12.49 | 13.28 | -0.79 | 4.58 | 7.91 | | 1-Year | 84.79 | 80.33 | 4.46 | 37.72 | 47.07 | | 3-Year | 4.26 | 2.54 | 1.72 | -5.52 | 9.78 | | 5-Year | N/A | 13.59 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 96.38 | 85.38 | 11 | 59.35 | 37.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.49 | -8.10 | -4.39 | -14.95 | 2.46 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.13 | -54.44 | 0.31 | | 2007 | | | 35.25 | 36.68 | -1.43 | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ARTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.26 | 38.34 | 24.00 | N/A | | 2008 | -6.70 | 0.70 | -29.61 | -30.65 | | 2007 | 5.42 | 14.54 | 8.79 | 2.96 | | 2006 | N/A | N/A | 5.49 | 17.22 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 365 | 21.92 | | 1-Month | 11 | 381 | 2.89 | | 3-Month | 255 | 376 | 67.82 | | 6-Month | 59 | 373 | 15.82 | | 1-Year | 56 | 354 | 15.82 | | 3-Year | 57 | 260 | 21.92 | | 5-Year | | 194 | N/A |
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0.02% Nasdaq 0.00%
Performance
