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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.10% | | 5-Year Average Return: | 3.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.20% | |
Worst 1-Yr Total Return (2008): | -44.13% | |
Best 3-Yr Total Return (2005-7): | 13.18% | |
Worst 3-Yr Total Return (2006-8): | -9.45% |
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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 | ARTMX | Category | Diff | Index* | Diff | | Year To Date | 36.10 | 25.80 | 10.3 | 17.05 | 19.05 | | 1-Month | -4.65 | -4.37 | -0.28 | -1.86 | -2.79 | | 3-Month | 3.67 | 4.09 | -0.42 | 5.48 | -1.81 | | 1-Year | 26.07 | 16.23 | 9.84 | 9.80 | 16.27 | | 3-Year | -1.54 | -5.36 | 3.82 | -7.02 | 5.48 | | 5-Year | 3.85 | 1.68 | 2.17 | 0.33 | 3.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.66 | 47.87 | 9.79 | 45.76 | 11.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.65 | -19.87 | 3.22 | -18.25 | 1.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.13 | -43.77 | -0.36 | | 2007 | | | 21.20 | 15.09 | 6.11 | | 2006 | | | 9.65 | 9.00 | 0.65 | | 2005 | | | 9.11 | 9.84 | -0.73 | | 2004 | | | 14.66 | 13.23 | 1.43 | | 2003 | | | 31.80 | 35.96 | -4.16 | | 2002 | | | -24.16 | -27.24 | 3.08 | | 2001 | | | -3.05 | -19.98 | 16.93 | | 2000 | | | 27.16 | -4.78 | 31.94 | | 1999 | | | 57.89 | 60.49 | -2.60 |
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| PAST QUARTERLY RETURNS (%) FOR
ARTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.94 | 20.24 | 16.45 | N/A | | 2008 | -12.99 | 1.56 | -11.92 | -28.21 | | 2007 | 3.02 | 11.76 | 5.67 | -0.38 | | 2006 | 7.41 | -4.85 | 0.54 | 6.71 | | 2005 | -3.08 | 2.79 | 4.75 | 4.54 | | 2004 | 5.04 | 1.77 | -5.19 | 13.13 | | 2003 | -3.22 | 15.21 | 6.01 | 11.51 | | 2002 | -2.06 | -12.39 | -18.08 | 7.89 | | 2001 | -11.43 | 12.18 | -22.47 | 25.87 | | 2000 | 26.14 | 0.77 | 11.10 | -9.96 | | 1999 | N/A | N/A | N/A | 37.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 110 | 848 | 12.97 | | 1-Month | 684 | 901 | 75.92 | | 3-Month | 538 | 898 | 59.91 | | 6-Month | 546 | 868 | 62.90 | | 1-Year | 114 | 847 | 13.46 | | 3-Year | 103 | 749 | 13.75 | | 5-Year | 104 | 636 | 16.35 |
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1.48% Nasdaq 0.00%
Performance
