|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.94% | | 5-Year Average Return: | 1.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.57% | |
Worst 1-Yr Total Return (2008): | -36.86% | |
Best 3-Yr Total Return (2005-7): | 10.86% | |
Worst 3-Yr Total Return (2006-8): | -7.58% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GRINX | Category | Diff | Index* | Diff | | Year To Date | 21.94 | 25.10 | -3.16 | 24.07 | -2.13 | | 1-Month | 4.45 | 5.28 | -0.83 | 6.00 | -1.55 | | 3-Month | 4.47 | 7.01 | -2.54 | 7.91 | -3.44 | | 1-Year | 22.30 | 28.01 | -5.71 | 25.39 | -3.09 | | 3-Year | -5.34 | -5.87 | 0.53 | -5.79 | 0.45 | | 5-Year | 1.32 | 0.64 | 0.68 | 0.71 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.77 | 46.08 | -1.31 | 45.76 | -0.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.63 | -17.41 | -4.22 | -18.25 | -3.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GRINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.86 | -37.79 | 0.93 | | 2007 | | | 10.10 | 6.16 | 3.94 | | 2006 | | | 13.57 | 14.17 | -0.60 | | 2005 | | | 8.96 | 5.88 | 3.08 | | 2004 | | | 9.86 | 10.02 | -0.16 | | 2003 | | | 35.07 | 27.05 | 8.02 | | 2002 | | | -23.24 | -22.25 | -0.99 | | 2001 | | | 0.48 | -13.50 | 13.98 | | 2000 | | | 1.07 | -6.31 | 7.38 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
GRINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.56 | 14.16 | 14.94 | N/A | | 2008 | -9.35 | 3.61 | -10.97 | -24.49 | | 2007 | -0.63 | 9.04 | 3.39 | -1.72 | | 2006 | 4.22 | -2.70 | 4.20 | 7.48 | | 2005 | -0.37 | 0.81 | 4.44 | 3.87 | | 2004 | -0.14 | 3.94 | -1.38 | 7.32 | | 2003 | -4.79 | 19.89 | 2.88 | 15.02 | | 2002 | 1.61 | -14.65 | -19.16 | 9.49 | | 2001 | -3.14 | 7.68 | -14.72 | 12.97 | | 2000 | 5.87 | -6.49 | 2.69 | -0.58 | | 1999 | N/A | N/A | N/A | 14.72 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1354 | 2021 | 67.00 | | 1-Month | 1141 | 2113 | 54.00 | | 3-Month | 2007 | 2091 | 95.98 | | 6-Month | 1919 | 2064 | 92.97 | | 1-Year | 1298 | 2011 | 64.55 | | 3-Year | 490 | 1707 | 28.71 | | 5-Year | 302 | 1360 | 22.21 |
|
|
|
|
|
0.10% Nasdaq 
0.27%
Performance
