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| Morningstar Return Rating: | Below average | | Year to Date Return: | 111.23% | | 5-Year Average Return: | 0.77% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 30.68% | |
Worst 1-Yr Total Return (2008): | -62.45% | |
Best 3-Yr Total Return (2004-6): | 11.96% | |
Worst 3-Yr Total Return (2006-8): | -25.70% |
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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 | INPIX | Category | Diff | Index* | Diff | | Year To Date | 111.23 | 51.81 | 59.42 | 24.07 | 87.16 | | 1-Month | 7.97 | 5.12 | 2.85 | 6.00 | 1.97 | | 3-Month | 19.01 | 7.87 | 11.14 | 7.91 | 11.1 | | 1-Year | 126.05 | 57.69 | 68.36 | 25.39 | 100.66 | | 3-Year | -5.60 | -1.61 | -3.99 | -5.79 | 0.19 | | 5-Year | 0.77 | 2.56 | -1.79 | 0.71 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 109.27 | 59.60 | 49.67 | 45.76 | 63.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.08 | -9.33 | -5.75 | -18.25 | 3.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.45 | -45.33 | -17.12 | | 2007 | | | 11.20 | 16.12 | -4.92 | | 2006 | | | -1.77 | 7.08 | -8.85 | | 2005 | | | 9.33 | 5.76 | 3.57 | | 2004 | | | 30.68 | 4.24 | 26.44 | | 2003 | | | 128.91 | 55.77 | 73.14 | | 2002 | | | -58.27 | -42.86 | -15.41 | | 2001 | | | -76.35 | -36.89 | -39.46 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
INPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.39 | 37.83 | 35.27 | N/A | | 2008 | -17.84 | -0.10 | -24.48 | -39.43 | | 2007 | 3.73 | 16.08 | -0.98 | -6.73 | | 2006 | 3.26 | -11.01 | -3.47 | 10.75 | | 2005 | -25.56 | 12.60 | 14.34 | 14.07 | | 2004 | 4.13 | 11.33 | -20.89 | 42.48 | | 2003 | 14.16 | 57.28 | 8.63 | 17.36 | | 2002 | -22.78 | -46.83 | -37.41 | 62.37 | | 2001 | -66.54 | 21.32 | -70.02 | 94.32 | | 2000 | N/A | N/A | -3.92 | -71.20 | | 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 | 2 | 215 | 0.93 | | 1-Month | 215 | 229 | 93.89 | | 3-Month | 9 | 229 | 3.93 | | 6-Month | 2 | 217 | 0.92 | | 1-Year | 1 | 207 | 0.48 | | 3-Year | 154 | 198 | 77.78 | | 5-Year | 132 | 186 | 70.97 |
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0.20% Nasdaq 
Performance
