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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.28% | | 5-Year Average Return: | 6.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.56% | |
Worst 1-Yr Total Return (2008): | -46.96% | |
Best 3-Yr Total Return (2005-7): | 20.46% | |
Worst 3-Yr Total Return (2006-8): | -7.27% |
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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 | ARTIX | Category | Diff | Index* | Diff | | Year To Date | 30.28 | 29.71 | 0.57 | 27.36 | 2.92 | | 1-Month | -3.32 | -2.08 | -1.24 | -1.25 | -2.07 | | 3-Month | 5.58 | 5.76 | -0.18 | 8.10 | -2.52 | | 1-Year | 32.10 | 29.01 | 3.09 | 27.71 | 4.39 | | 3-Year | -3.80 | -4.76 | 0.96 | -5.22 | 1.42 | | 5-Year | 6.14 | 5.03 | 1.11 | 5.10 | 1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.37 | 55.24 | 8.13 | 59.35 | 4.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.06 | -18.07 | 3.01 | -14.95 | -0.11 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.96 | -46.56 | -0.40 | | 2007 | | | 19.73 | 16.26 | 3.47 | | 2006 | | | 25.56 | 23.95 | 1.61 | | 2005 | | | 16.27 | 15.23 | 1.04 | | 2004 | | | 17.76 | 16.23 | 1.53 | | 2003 | | | 29.14 | 33.83 | -4.69 | | 2002 | | | -18.90 | -19.15 | 0.25 | | 2001 | | | -15.86 | -24.05 | 8.19 | | 2000 | | | -10.59 | -21.04 | 10.45 | | 1999 | | | 81.29 | 49.56 | 31.73 |
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| PAST QUARTERLY RETURNS (%) FOR
ARTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.89 | 23.00 | 21.59 | N/A | | 2008 | -11.35 | -1.40 | -22.13 | -22.08 | | 2007 | 4.73 | 5.53 | 5.34 | 2.84 | | 2006 | 10.63 | -1.04 | 3.75 | 10.54 | | 2005 | -0.54 | -1.41 | 12.39 | 5.50 | | 2004 | 6.08 | -1.30 | -2.37 | 15.21 | | 2003 | -14.13 | 23.07 | 5.82 | 15.47 | | 2002 | 0.87 | -2.00 | -21.38 | 4.35 | | 2001 | -12.83 | 2.30 | -14.08 | 9.82 | | 2000 | 17.61 | -10.02 | -11.11 | -4.95 | | 1999 | N/A | N/A | N/A | 49.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 268 | 31.72 | | 1-Month | 143 | 287 | 49.83 | | 3-Month | 122 | 284 | 42.96 | | 6-Month | 107 | 275 | 38.91 | | 1-Year | 51 | 268 | 19.03 | | 3-Year | 53 | 202 | 26.24 | | 5-Year | 36 | 153 | 23.53 |
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0.34% Nasdaq 
0.74 (3.46%) 
Performance
