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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.20% | | 5-Year Average Return: | -1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.10% | |
Worst 1-Yr Total Return (2008): | -43.93% | |
Best 3-Yr Total Return (2004-6): | 11.77% | |
Worst 3-Yr Total Return (2006-8): | -14.76% |
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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 | ARTSX | Category | Diff | Index* | Diff | | Year To Date | 30.20 | 21.65 | 8.55 | 17.05 | 13.15 | | 1-Month | -4.27 | -5.90 | 1.63 | -1.86 | -2.41 | | 3-Month | 5.66 | 2.07 | 3.59 | 5.48 | 0.18 | | 1-Year | 21.94 | 13.17 | 8.77 | 9.80 | 12.14 | | 3-Year | -8.94 | -7.45 | -1.49 | -7.02 | -1.92 | | 5-Year | -1.04 | 0.22 | -1.26 | 0.33 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.19 | 52.20 | 13.99 | 45.76 | 20.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.85 | -18.89 | 0.04 | -18.25 | -0.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.93 | -41.55 | -2.38 | | 2007 | | | 3.31 | 7.59 | -4.28 | | 2006 | | | 6.92 | 10.81 | -3.89 | | 2005 | | | 6.97 | 6.02 | 0.95 | | 2004 | | | 22.10 | 12.41 | 9.69 | | 2003 | | | 43.52 | 45.54 | -2.02 | | 2002 | | | -28.67 | -27.88 | -0.79 | | 2001 | | | 12.21 | -8.91 | 21.12 | | 2000 | | | -1.40 | -3.85 | 2.45 | | 1999 | | | 19.18 | 64.77 | -45.59 |
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| PAST QUARTERLY RETURNS (%) FOR
ARTSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.14 | 26.91 | 19.26 | N/A | | 2008 | -14.48 | -4.70 | -4.79 | -27.74 | | 2007 | 0.44 | 8.10 | 0.66 | -5.47 | | 2006 | 12.73 | -9.25 | -1.41 | 6.00 | | 2005 | -4.59 | 5.63 | 6.28 | -0.12 | | 2004 | 6.98 | 5.08 | -5.14 | 14.51 | | 2003 | -2.73 | 23.83 | 5.29 | 13.17 | | 2002 | -1.51 | -12.67 | -24.10 | 9.27 | | 2001 | -4.25 | 17.07 | -20.23 | 25.49 | | 2000 | 12.86 | -2.13 | -5.17 | -5.86 | | 1999 | N/A | N/A | N/A | 21.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 150 | 790 | 18.99 | | 1-Month | 393 | 820 | 47.93 | | 3-Month | 106 | 819 | 12.94 | | 6-Month | 56 | 800 | 7.00 | | 1-Year | 151 | 783 | 19.28 | | 3-Year | 384 | 669 | 57.40 | | 5-Year | 333 | 554 | 60.11 |
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0.34% Nasdaq 
0.02 (0.16%) 
Performance
