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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.07% | | 5-Year Average Return: | 3.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.59% | |
Worst 1-Yr Total Return (2008): | -30.32% | |
Best 3-Yr Total Return (2004-6): | 14.09% | |
Worst 3-Yr Total Return (2006-8): | -2.24% |
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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 | CIREX | Category | Diff | Index* | Diff | | Year To Date | 15.07 | 19.81 | -4.74 | N/A | N/A | | 1-Month | -0.83 | -1.18 | 0.35 | N/A | N/A | | 3-Month | 4.84 | 5.08 | -0.24 | N/A | N/A | | 1-Year | 15.07 | 19.31 | -4.24 | N/A | N/A | | 3-Year | -2.48 | -0.31 | -2.17 | N/A | N/A | | 5-Year | 3.79 | 5.57 | -1.78 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.96 | 33.14 | -1.18 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.72 | -3.45 | -8.27 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CIREX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.32 | -28.98 | -1.34 | | 2007 | | | 10.26 | 11.39 | -1.13 | | 2006 | | | 21.59 | 16.61 | 4.98 | | 2005 | | | 4.49 | 6.56 | -2.07 | | 2004 | | | 16.87 | 15.24 | 1.63 | | 2003 | | | 21.04 | 25.32 | -4.28 | | 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
CIREX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.59 | 13.08 | 12.26 | N/A | | 2008 | -6.94 | -1.10 | -11.62 | -14.34 | | 2007 | 2.62 | 5.16 | 3.18 | -0.97 | | 2006 | 4.88 | 1.58 | 5.74 | 7.93 | | 2005 | -1.69 | 2.17 | 2.90 | 1.10 | | 2004 | 2.48 | -0.19 | 3.90 | 9.97 | | 2003 | -2.12 | 10.35 | 2.26 | 9.59 | | 2002 | N/A | 0.55 | -8.69 | 4.89 | | 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 | 190 | 272 | 69.85 | | 1-Month | 28 | 322 | 8.70 | | 3-Month | 135 | 322 | 41.93 | | 6-Month | 144 | 283 | 50.88 | | 1-Year | 142 | 244 | 58.20 | | 3-Year | 67 | 136 | 49.26 | | 5-Year | 49 | 93 | 52.69 |
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0.22% Nasdaq 
0.05 (0.10%) 
Performance
