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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.34% | | 5-Year Average Return: | 4.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.97% | |
Worst 1-Yr Total Return (2008): | -30.11% | |
Best 3-Yr Total Return (2004-6): | 14.45% | |
Worst 3-Yr Total Return (2006-8): | -1.95% |
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| 1-Year: | -6.05% | | 3-Year: | -2.92% | | 5-Year: | 3.57% | | 10-Year: | 6.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CIRAX | Category | Diff | Index* | Diff | | Year To Date | 15.34 | 19.81 | -4.47 | N/A | N/A | | 1-Month | -0.81 | -1.18 | 0.37 | N/A | N/A | | 3-Month | 4.89 | 5.08 | -0.19 | N/A | N/A | | 1-Year | 15.39 | 19.31 | -3.92 | N/A | N/A | | 3-Year | -2.19 | -0.31 | -1.88 | N/A | N/A | | 5-Year | 4.11 | 5.57 | -1.46 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.17 | 33.14 | -0.97 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.48 | -3.45 | -8.03 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CIRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.11 | -28.98 | -1.13 | | 2007 | | | 10.59 | 11.39 | -0.80 | | 2006 | | | 21.97 | 16.61 | 5.36 | | 2005 | | | 4.82 | 6.56 | -1.74 | | 2004 | | | 17.26 | 15.24 | 2.02 | | 2003 | | | 21.50 | 25.32 | -3.82 | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CIRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.53 | 13.16 | 12.34 | N/A | | 2008 | -6.87 | -1.03 | -11.55 | -14.28 | | 2007 | 2.68 | 5.24 | 3.27 | -0.90 | | 2006 | 4.97 | 1.67 | 5.82 | 8.01 | | 2005 | -1.61 | 2.26 | 2.98 | 1.17 | | 2004 | 2.58 | -0.10 | 3.99 | 10.04 | | 2003 | -2.04 | 10.47 | 2.36 | 9.69 | | 2002 | N/A | 0.58 | -8.64 | 4.97 | | 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 | 184 | 272 | 67.65 | | 1-Month | 25 | 322 | 7.76 | | 3-Month | 122 | 322 | 37.89 | | 6-Month | 135 | 283 | 47.70 | | 1-Year | 137 | 244 | 56.15 | | 3-Year | 65 | 136 | 47.79 | | 5-Year | 44 | 93 | 47.31 |
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0.22% Nasdaq 
0.05 (0.10%) 
Performance
