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| Morningstar Return Rating: | High | | Year to Date Return: | 26.70% | | 5-Year Average Return: | 6.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 26.20% | |
Worst 1-Yr Total Return (2008): | -27.56% | |
Best 3-Yr Total Return (2004-6): | 18.50% | |
Worst 3-Yr Total Return (2006-8): | -5.61% |
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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 | ARTQX | Category | Diff | Index* | Diff | | Year To Date | 26.70 | 23.00 | 3.7 | 17.05 | 9.65 | | 1-Month | -2.55 | -3.83 | 1.28 | -1.86 | -0.69 | | 3-Month | 5.66 | 6.04 | -0.38 | 5.48 | 0.18 | | 1-Year | 27.29 | 17.86 | 9.43 | 9.80 | 17.49 | | 3-Year | -1.01 | -6.76 | 5.75 | -7.02 | 6.01 | | 5-Year | 6.23 | 1.68 | 4.55 | 0.33 | 5.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.60 | 55.15 | -1.55 | 45.76 | 7.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.26 | -15.15 | 3.89 | -18.25 | 6.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.56 | -36.77 | 9.21 | | 2007 | | | 1.65 | 0.83 | 0.82 | | 2006 | | | 14.20 | 15.87 | -1.67 | | 2005 | | | 15.46 | 8.82 | 6.64 | | 2004 | | | 26.20 | 17.85 | 8.35 | | 2003 | | | 36.83 | 33.85 | 2.98 | | 2002 | | | -3.87 | -13.25 | 9.38 | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ARTQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.79 | 20.59 | 16.93 | N/A | | 2008 | -2.98 | 3.36 | -6.28 | -22.92 | | 2007 | 4.86 | 7.28 | -4.41 | -5.47 | | 2006 | 5.55 | -2.37 | 2.85 | 7.76 | | 2005 | 5.20 | 5.38 | 4.26 | -0.10 | | 2004 | 7.45 | 2.11 | 3.53 | 11.11 | | 2003 | -1.86 | 16.40 | 4.98 | 14.10 | | 2002 | 5.94 | -3.65 | -14.51 | 10.16 | | 2001 | N/A | 11.02 | -18.16 | 16.86 | | 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 | 118 | 424 | 27.83 | | 1-Month | 40 | 445 | 8.99 | | 3-Month | 154 | 440 | 35.00 | | 6-Month | 376 | 433 | 86.84 | | 1-Year | 32 | 419 | 7.64 | | 3-Year | 15 | 339 | 4.42 | | 5-Year | 2 | 249 | 0.80 |
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