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| Morningstar Return Rating: | High | | Year to Date Return: | 28.74% | | 5-Year Average Return: | 6.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.15% | |
Worst 1-Yr Total Return (2008): | -23.83% | |
Best 3-Yr Total Return (2004-6): | 17.02% | |
Worst 3-Yr Total Return (2006-8): | -5.16% |
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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 | ARTVX | Category | Diff | Index* | Diff | | Year To Date | 28.74 | 19.19 | 9.55 | 17.05 | 11.69 | | 1-Month | -2.88 | -5.16 | 2.28 | -1.86 | -1.02 | | 3-Month | 6.64 | 4.11 | 2.53 | 5.48 | 1.16 | | 1-Year | 26.44 | 11.22 | 15.22 | 9.80 | 16.64 | | 3-Year | -1.51 | -7.72 | 6.21 | -7.02 | 5.51 | | 5-Year | 6.14 | 1.02 | 5.12 | 0.33 | 5.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.56 | 60.83 | 3.73 | 45.76 | 18.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.74 | -15.36 | 5.62 | -18.25 | 8.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARTVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.83 | -32.24 | 8.41 | | 2007 | | | -5.98 | -6.08 | 0.10 | | 2006 | | | 19.11 | 16.27 | 2.84 | | 2005 | | | 11.06 | 6.40 | 4.66 | | 2004 | | | 21.15 | 21.14 | 0.01 | | 2003 | | | 40.54 | 42.38 | -1.84 | | 2002 | | | -4.44 | -10.12 | 5.68 | | 2001 | | | 15.04 | 15.92 | -0.88 | | 2000 | | | 20.83 | 18.64 | 2.19 | | 1999 | | | 15.42 | 6.78 | 8.64 |
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| PAST QUARTERLY RETURNS (%) FOR
ARTVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.05 | 21.98 | 22.16 | N/A | | 2008 | -1.08 | 2.41 | -0.78 | -24.21 | | 2007 | 3.54 | 4.75 | -7.55 | -6.24 | | 2006 | 9.62 | -3.81 | 5.39 | 7.18 | | 2005 | 2.21 | 1.89 | 6.38 | 0.24 | | 2004 | 3.73 | 3.90 | 1.73 | 10.50 | | 2003 | -3.97 | 18.04 | 3.95 | 19.26 | | 2002 | 9.38 | -2.81 | -16.39 | 7.51 | | 2001 | 1.79 | 9.57 | -11.80 | 16.94 | | 2000 | 1.57 | 3.00 | 6.68 | 8.26 | | 1999 | N/A | N/A | N/A | 3.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 390 | 16.92 | | 1-Month | 60 | 406 | 14.78 | | 3-Month | 68 | 405 | 16.79 | | 6-Month | 114 | 396 | 28.79 | | 1-Year | 32 | 381 | 8.40 | | 3-Year | 12 | 317 | 3.79 | | 5-Year | 3 | 242 | 1.24 |
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1.48% Nasdaq 
Performance
