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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.11% | | 5-Year Average Return: | 2.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.66% | |
Worst 1-Yr Total Return (2008): | -40.41% | |
Best 3-Yr Total Return (2004-6): | 17.04% | |
Worst 3-Yr Total Return (2006-8): | -8.34% |
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| 1-Year: | -14.15% | | 3-Year: | -8.01% | | 5-Year: | 2.10% | | 10-Year: | 3.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INDZX | Category | Diff | Index* | Diff | | Year To Date | 17.11 | 15.79 | 1.32 | 17.05 | 0.06 | | 1-Month | -1.81 | -2.21 | 0.4 | -1.86 | 0.05 | | 3-Month | 5.99 | 5.62 | 0.37 | 5.48 | 0.51 | | 1-Year | 11.03 | 9.52 | 1.51 | 9.80 | 1.23 | | 3-Year | -7.65 | -8.36 | 0.71 | -7.02 | -0.63 | | 5-Year | 2.69 | 0.18 | 2.51 | 0.33 | 2.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.30 | 46.84 | 3.46 | 45.76 | 4.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.98 | -16.40 | -3.58 | -18.25 | -1.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INDZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.41 | -37.09 | -3.32 | | 2007 | | | 7.99 | 1.42 | 6.57 | | 2006 | | | 19.66 | 18.15 | 1.51 | | 2005 | | | 13.33 | 5.95 | 7.38 | | 2004 | | | 18.23 | 12.97 | 5.26 | | 2003 | | | 41.89 | 28.44 | 13.45 | | 2002 | | | -18.39 | -18.69 | 0.30 | | 2001 | | | 2.69 | -4.99 | 7.68 | | 2000 | | | -1.76 | 7.87 | -9.63 | | 1999 | | | 9.18 | 6.72 | 2.46 |
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| PAST QUARTERLY RETURNS (%) FOR
INDZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.69 | 16.07 | 17.68 | N/A | | 2008 | -10.75 | -2.02 | -10.78 | -23.62 | | 2007 | 0.96 | 10.69 | 0.59 | -3.93 | | 2006 | 8.20 | 0.32 | 2.43 | 7.61 | | 2005 | -0.49 | 2.13 | 8.08 | 3.17 | | 2004 | 2.68 | 1.69 | 0.11 | 13.11 | | 2003 | -6.26 | 22.66 | 4.79 | 17.76 | | 2002 | 4.68 | -9.88 | -21.13 | 9.69 | | 2001 | -1.03 | 6.65 | -11.87 | 10.38 | | 2000 | -1.78 | -4.87 | 5.21 | -0.07 | | 1999 | N/A | N/A | N/A | 7.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 453 | 1335 | 33.93 | | 1-Month | 427 | 1379 | 30.96 | | 3-Month | 164 | 1368 | 11.99 | | 6-Month | 565 | 1346 | 41.98 | | 1-Year | 282 | 1318 | 21.40 | | 3-Year | 372 | 1124 | 33.10 | | 5-Year | 79 | 934 | 8.46 |
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1.48% Nasdaq 0.00%
Performance
