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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.80% | | 5-Year Average Return: | -0.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.48% | |
Worst 1-Yr Total Return (2008): | -36.88% | |
Best 3-Yr Total Return (2004-6): | 9.58% | |
Worst 3-Yr Total Return (2006-8): | -10.53% |
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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 | DIGIX | Category | Diff | Index* | Diff | | Year To Date | 20.80 | 25.10 | -4.3 | 24.07 | -3.27 | | 1-Month | 4.86 | 5.28 | -0.42 | 6.00 | -1.14 | | 3-Month | 7.27 | 7.01 | 0.26 | 7.91 | -0.64 | | 1-Year | 22.90 | 28.01 | -5.11 | 25.39 | -2.49 | | 3-Year | -7.72 | -5.87 | -1.85 | -5.79 | -1.93 | | 5-Year | -0.93 | 0.64 | -1.57 | 0.71 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.73 | 46.08 | -6.35 | 45.76 | -6.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.07 | -17.41 | -2.66 | -18.25 | -1.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DIGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.88 | -37.79 | 0.91 | | 2007 | | | 1.78 | 6.16 | -4.38 | | 2006 | | | 11.48 | 14.17 | -2.69 | | 2005 | | | 6.82 | 5.88 | 0.94 | | 2004 | | | 10.50 | 10.02 | 0.48 | | 2003 | | | 23.81 | 27.05 | -3.24 | | 2002 | | | -22.75 | -22.25 | -0.50 | | 2001 | | | -22.84 | -13.50 | -9.34 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
DIGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 14.28 | 13.75 | N/A | | 2008 | -10.25 | 0.06 | -10.59 | -21.38 | | 2007 | 0.48 | 5.76 | 0.18 | -4.39 | | 2006 | 3.69 | -2.62 | 4.76 | 5.38 | | 2005 | -2.43 | 2.11 | 5.60 | 1.52 | | 2004 | -0.01 | 2.33 | -1.51 | 9.65 | | 2003 | -2.91 | 12.54 | 1.67 | 11.46 | | 2002 | -1.00 | -12.10 | -18.18 | 8.50 | | 2001 | -20.54 | 6.18 | -16.90 | 10.05 | | 2000 | N/A | N/A | N/A | -14.61 | | 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 | 1535 | 2021 | 75.95 | | 1-Month | 1246 | 2113 | 58.97 | | 3-Month | 669 | 2091 | 31.99 | | 6-Month | 1073 | 2064 | 51.99 | | 1-Year | 1314 | 2011 | 65.34 | | 3-Year | 1207 | 1707 | 70.71 | | 5-Year | 981 | 1360 | 72.13 |
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0.28% Nasdaq 
Performance
