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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.98% | | 5-Year Average Return: | 3.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.11% | |
Worst 1-Yr Total Return (2008): | -39.84% | |
Best 3-Yr Total Return (2004-6): | 18.80% | |
Worst 3-Yr Total Return (2006-8): | -10.07% |
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| 1-Year: | -7.85% | | 3-Year: | -7.46% | | 5-Year: | 2.67% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARVAX | Category | Diff | Index* | Diff | | Year To Date | 25.98 | 23.00 | 2.98 | 17.05 | 8.93 | | 1-Month | -1.55 | -3.83 | 2.28 | -1.86 | 0.31 | | 3-Month | 8.00 | 6.04 | 1.96 | 5.48 | 2.52 | | 1-Year | 21.33 | 17.86 | 3.47 | 9.80 | 11.53 | | 3-Year | -7.11 | -6.76 | -0.35 | -7.02 | -0.09 | | 5-Year | 3.00 | 1.68 | 1.32 | 0.33 | 2.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.56 | 55.15 | -3.59 | 45.76 | 5.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.07 | -15.15 | -3.92 | -18.25 | -0.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.84 | -36.77 | -3.07 | | 2007 | | | 0.56 | 0.83 | -0.27 | | 2006 | | | 20.21 | 15.87 | 4.34 | | 2005 | | | 15.18 | 8.82 | 6.36 | | 2004 | | | 21.11 | 17.85 | 3.26 | | 2003 | | | 34.50 | 33.85 | 0.65 | | 2002 | | | N/A | -13.25 | N/A | | 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
ARVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.07 | 17.21 | 20.07 | N/A | | 2008 | -8.76 | -3.06 | -10.73 | -23.80 | | 2007 | 5.62 | 6.44 | -6.05 | -4.79 | | 2006 | 8.06 | -0.80 | 3.54 | 8.32 | | 2005 | 1.89 | 2.42 | 7.48 | 2.69 | | 2004 | 5.70 | 1.67 | 0.08 | 12.61 | | 2003 | -3.96 | 16.95 | 6.56 | 12.37 | | 2002 | N/A | N/A | N/A | 3.86 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 182 | 424 | 42.92 | | 1-Month | 244 | 445 | 54.83 | | 3-Month | 88 | 440 | 20.00 | | 6-Month | 60 | 433 | 13.86 | | 1-Year | 123 | 419 | 29.36 | | 3-Year | 186 | 339 | 54.87 | | 5-Year | 61 | 249 | 24.50 |
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0.01% Nasdaq 0.00%
Performance
