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| Morningstar Return Rating: | High | | Year to Date Return: | 39.12% | | 5-Year Average Return: | 7.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 35.57% | |
Worst 1-Yr Total Return (2008): | -44.02% | |
Best 3-Yr Total Return (2005-7): | 19.62% | |
Worst 3-Yr Total Return (2006-8): | -5.79% |
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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 | JARTX | Category | Diff | Index* | Diff | | Year To Date | 39.12 | 31.20 | 7.92 | 24.07 | 15.05 | | 1-Month | 4.09 | 5.67 | -1.58 | 6.00 | -1.91 | | 3-Month | 5.34 | 8.18 | -2.84 | 7.91 | -2.57 | | 1-Year | 43.69 | 34.04 | 9.65 | 25.39 | 18.3 | | 3-Year | 1.74 | -3.89 | 5.63 | -5.79 | 7.53 | | 5-Year | 7.07 | 1.25 | 5.82 | 0.71 | 6.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.30 | 43.84 | 7.46 | 45.76 | 5.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.58 | -18.03 | -1.55 | -18.25 | -1.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JARTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.02 | -40.67 | -3.35 | | 2007 | | | 35.57 | 13.35 | 22.22 | | 2006 | | | 10.18 | 7.05 | 3.13 | | 2005 | | | 14.60 | 6.71 | 7.89 | | 2004 | | | 17.64 | 7.81 | 9.83 | | 2003 | | | 18.92 | 28.66 | -9.74 | | 2002 | | | -15.85 | -27.64 | 11.79 | | 2001 | | | -21.83 | -22.30 | 0.47 | | 2000 | | | -16.34 | -13.05 | -3.29 | | 1999 | | | 66.16 | 38.87 | 27.29 |
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| PAST QUARTERLY RETURNS (%) FOR
JARTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.87 | 20.90 | 14.63 | N/A | | 2008 | -5.76 | 5.78 | -25.02 | -25.11 | | 2007 | 2.71 | 7.41 | 14.75 | 7.08 | | 2006 | 3.13 | -3.31 | -0.17 | 10.68 | | 2005 | -2.03 | 7.45 | 7.01 | 1.74 | | 2004 | 5.40 | 0.76 | -1.37 | 12.32 | | 2003 | -1.23 | 8.98 | 1.24 | 9.11 | | 2002 | -1.60 | -4.86 | -10.68 | 0.63 | | 2001 | -17.38 | 4.03 | -15.11 | 7.14 | | 2000 | 12.21 | -14.60 | 3.48 | -15.63 | | 1999 | N/A | N/A | N/A | 41.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 290 | 1818 | 15.95 | | 1-Month | 1486 | 1906 | 77.96 | | 3-Month | 1789 | 1904 | 93.96 | | 6-Month | 1324 | 1866 | 70.95 | | 1-Year | 223 | 1815 | 12.29 | | 3-Year | 45 | 1537 | 2.93 | | 5-Year | 26 | 1273 | 2.04 |
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0.03% Nasdaq 
0.04 (0.13%) 
Performance
