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| Morningstar Return Rating: | | | Year to Date Return: | 68.60% | | 5-Year Average Return: | 8.80% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -61.22% | |
Worst 1-Yr Total Return (2008): | -61.22% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IGNIX | Category | Diff | Index* | Diff | | Year To Date | 68.60 | 44.04 | 24.56 | 24.07 | 44.53 | | 1-Month | 5.87 | 6.23 | -0.36 | 6.00 | -0.13 | | 3-Month | 13.82 | 11.92 | 1.9 | 7.91 | 5.91 | | 1-Year | 75.24 | 46.07 | 29.17 | 25.39 | 49.85 | | 3-Year | -2.41 | 0.20 | -2.61 | -5.79 | 3.38 | | 5-Year | 8.80 | 10.75 | -1.95 | 0.71 | 8.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.79 | 54.65 | 13.14 | 45.76 | 22.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.95 | -26.32 | -9.63 | -18.25 | -17.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGNIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -61.22 | -48.79 | -12.43 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IGNIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.86 | 32.09 | 17.07 | N/A | | 2008 | -6.30 | 12.79 | -37.98 | -40.83 | | 2007 | N/A | N/A | 10.65 | 6.55 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 10 | 137 | 7.30 | | 1-Month | 57 | 138 | 41.30 | | 3-Month | 13 | 138 | 9.42 | | 6-Month | 101 | 137 | 73.72 | | 1-Year | 10 | 131 | 7.63 | | 3-Year | | 80 | N/A | | 5-Year | | 67 | N/A |
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