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| Morningstar Return Rating: | | | Year to Date Return: | 45.66% | | 5-Year Average Return: | 7.10% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -3.87% | | 3-Year: | 0.92% | | 5-Year: | 7.90% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JORCX | Category | Diff | Index* | Diff | | Year To Date | 45.66 | 31.59 | 14.07 | 24.07 | 21.59 | | 1-Month | 4.88 | 4.49 | 0.39 | 6.00 | -1.12 | | 3-Month | 9.12 | 6.16 | 2.96 | 7.91 | 1.21 | | 1-Year | 55.13 | 35.24 | 19.89 | 25.39 | 29.74 | | 3-Year | -1.44 | -5.04 | 3.6 | -5.79 | 4.35 | | 5-Year | 7.10 | 1.47 | 5.63 | 0.71 | 6.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.51 | 48.99 | 14.52 | 45.76 | 17.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.33 | -20.53 | -5.8 | -18.25 | -8.08 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JORCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -43.77 | N/A | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JORCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | N/A | N/A | N/A | N/A | | 2008 | N/A | N/A | N/A | N/A | | 2007 | N/A | N/A | N/A | N/A | | 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 | 0 | 827 | 0.00 | | 1-Month | 458 | 881 | 51.99 | | 3-Month | 79 | 879 | 8.99 | | 6-Month | 94 | 862 | 10.90 | | 1-Year | | 825 | N/A | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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0.02% Nasdaq 0.00%
Performance
