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| Morningstar Return Rating: | Average | | Year to Date Return: | 53.15% | | 5-Year Average Return: | 2.87% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 14.04% | |
Worst 1-Yr Total Return (2008): | -44.67% | |
Best 3-Yr Total Return (2005-7): | 7.73% | |
Worst 3-Yr Total Return (2006-8): | -14.29% |
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| 1-Year: | 10.57% | | 3-Year: | 1.16% | | 5-Year: | 3.52% | | 10-Year: | 2.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INVPX | Category | Diff | Index* | Diff | | Year To Date | 53.15 | 25.80 | 27.35 | 17.05 | 36.1 | | 1-Month | -6.39 | -4.37 | -2.02 | -1.86 | -4.53 | | 3-Month | 8.14 | 4.09 | 4.05 | 5.48 | 2.66 | | 1-Year | 41.67 | 16.23 | 25.44 | 9.80 | 31.87 | | 3-Year | -0.13 | -5.36 | 5.23 | -7.02 | 6.89 | | 5-Year | 2.87 | 1.68 | 1.19 | 0.33 | 2.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.74 | 47.87 | 30.87 | 45.76 | 32.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.85 | -19.87 | 11.02 | -18.25 | 9.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INVPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.67 | -43.77 | -0.90 | | 2007 | | | 14.04 | 15.09 | -1.05 | | 2006 | | | -0.23 | 9.00 | -9.23 | | 2005 | | | 9.88 | 9.84 | 0.04 | | 2004 | | | 9.47 | 13.23 | -3.76 | | 2003 | | | 22.99 | 35.96 | -12.97 | | 2002 | | | -13.78 | -27.24 | 13.46 | | 2001 | | | -12.65 | -19.98 | 7.33 | | 2000 | | | -5.66 | -4.78 | -0.88 | | 1999 | | | 33.31 | 60.49 | -27.18 |
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| PAST QUARTERLY RETURNS (%) FOR
INVPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.60 | 26.78 | 24.55 | N/A | | 2008 | -13.76 | 2.66 | -12.84 | -28.29 | | 2007 | 4.11 | 7.54 | 3.59 | -1.67 | | 2006 | 4.53 | -7.14 | -3.38 | 6.38 | | 2005 | -4.13 | 3.75 | 8.24 | 2.06 | | 2004 | 1.93 | 1.64 | -5.18 | 11.43 | | 2003 | -4.43 | 12.73 | 3.16 | 10.67 | | 2002 | 2.67 | -10.56 | -13.55 | 8.62 | | 2001 | -19.41 | 9.06 | -17.49 | 20.45 | | 2000 | 8.94 | -8.01 | 11.28 | -15.40 | | 1999 | N/A | N/A | N/A | 31.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 848 | 0.94 | | 1-Month | 873 | 901 | 96.89 | | 3-Month | 835 | 898 | 92.98 | | 6-Month | 52 | 868 | 5.99 | | 1-Year | 4 | 847 | 0.47 | | 3-Year | 83 | 749 | 11.08 | | 5-Year | 225 | 636 | 35.38 |
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1.00% Nasdaq 0.00%
Performance
