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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.43% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 2.26% | |
Worst 1-Yr Total Return (2008): | -37.48% | |
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 | ARTLX | Category | Diff | Index* | Diff | | Year To Date | 25.43 | 15.79 | 9.64 | 17.05 | 8.38 | | 1-Month | -0.99 | -2.21 | 1.22 | -1.86 | 0.87 | | 3-Month | 5.93 | 5.62 | 0.31 | 5.48 | 0.45 | | 1-Year | 23.26 | 9.52 | 13.74 | 9.80 | 13.46 | | 3-Year | -5.88 | -8.36 | 2.48 | -7.02 | 1.14 | | 5-Year | N/A | 0.18 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.92 | 46.84 | 6.08 | 45.76 | 7.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.85 | -16.40 | -2.45 | -18.25 | -0.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.48 | -37.09 | -0.39 | | 2007 | | | 2.26 | 1.42 | 0.84 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ARTLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.52 | 22.76 | 14.04 | N/A | | 2008 | -4.62 | -2.52 | -11.18 | -24.29 | | 2007 | 4.48 | 7.12 | -2.16 | -6.61 | | 2006 | N/A | -0.90 | 5.26 | 8.36 | | 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 | 146 | 1335 | 10.94 | | 1-Month | 137 | 1379 | 9.93 | | 3-Month | 218 | 1368 | 15.94 | | 6-Month | 740 | 1346 | 54.98 | | 1-Year | 46 | 1318 | 3.49 | | 3-Year | 189 | 1124 | 16.81 | | 5-Year | | 934 | N/A |
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