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Beta Hedged Strategies C (BETCX)

On Dec 2: 9.30   0.04 (0.43%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 19.69% 5-Year Average Return: N/A Number of Years Up: 1 Number of Years Down: 1 Best 1-Yr Total Return (2007): 9.68% Worst 1-Yr Total Return (2008): -37.54% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: -3.51% 3-Year: -4.23% 5-Year: N/A 10-Year: N/A
TRAILING RETURNS (%) VS. BENCHMARKS   Return BETCX Category Diff Index* Diff Year To Date 19.69 7.62 12.07 0.94 18.75 1-Month -1.60 -0.77 -0.83 0.03 -1.63 3-Month 6.21 2.00 4.21 0.13 6.08 1-Year 10.30 5.82 4.48 1.69 8.61 3-Year -5.40 -1.96 -3.44 3.75 -9.15 5-Year N/A 2.10 N/A 3.78 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 25.20 14.00 11.2 0.68 24.52 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -18.34 -4.72 -13.62 2.21 -20.55 * Index means [ ML USD LIBOR 3 Mon CM ] ANNUAL TOTAL RETURN (%) HISTORY   Year BETCX Category Diff 2009 N/A N/A N/A 2008 -37.54 -15.40 -22.14 2007 9.68 4.42 5.26 2006 N/A 7.23 N/A 2005 N/A 4.77 N/A 2004 N/A 5.06 N/A 2003 N/A 8.46 N/A 2002 N/A 2.05 N/A 2001 N/A 5.37 N/A 2000 N/A 9.57 N/A 1999 N/A 3.99 N/A PAST QUARTERLY RETURNS (%) FOR BETCX   Q1 Q2 Q3 Q4 2009 -1.55 10.53 11.79 N/A 2008 -8.97 1.42 -15.57 -19.87 2007 4.78 5.57 1.30 -2.12 2006 N/A N/A N/A 5.43 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 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 RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 0 202 0.00 1-Month 0 238 0.00 3-Month 0 229 0.00 6-Month 36 213 16.90 1-Year 193 N/A 3-Year 116 N/A 5-Year 65 N/A
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