|
| Morningstar Return Rating: | Above average | | Year to Date Return: | -1.85% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 35.51% | |
Worst 1-Yr Total Return (2008): | -37.48% | |
Best 3-Yr Total Return (2007-9): | -4.67% | |
Worst 3-Yr Total Return (2007-9): | -4.67% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARTLX | Category | Diff | Index* | Diff | | Year To Date | -1.85 | -2.97 | 1.12 | -3.60 | 1.75 | | 1-Month | -1.85 | -2.97 | 1.12 | -3.60 | 1.75 | | 3-Month | 6.04 | 3.98 | 2.06 | 4.16 | 1.88 | | 1-Year | 43.53 | 32.89 | 10.64 | 33.14 | 10.39 | | 3-Year | -6.29 | -8.60 | 2.31 | -7.24 | 0.95 | | 5-Year | N/A | -0.19 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.92 | 47.48 | 5.44 | 45.76 | 7.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.85 | -17.06 | -1.79 | -18.25 | -0.6 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTLX | Category | Diff | | 2009 | | | 35.51 | 24.13 | 11.38 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
ARTLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.52 | 22.76 | 14.04 | 6.97 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 13 | 1325 | 0.98 | | 1-Month | 13 | 1325 | 0.98 | | 3-Month | 39 | 1313 | 2.97 | | 6-Month | 129 | 1296 | 9.95 | | 1-Year | 112 | 1268 | 8.83 | | 3-Year | 169 | 1104 | 15.31 | | 5-Year | | 914 | N/A |
|
|
|
|
|