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| Morningstar Return Rating: | | | Year to Date Return: | 46.43% | | 5-Year Average Return: | 7.87% | | 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: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JORIX | Category | Diff | Index* | Diff | | Year To Date | 46.43 | 31.59 | 14.84 | 24.07 | 22.36 | | 1-Month | 4.87 | 4.49 | 0.38 | 6.00 | -1.13 | | 3-Month | 9.23 | 6.16 | 3.07 | 7.91 | 1.32 | | 1-Year | 56.05 | 35.24 | 20.81 | 25.39 | 30.66 | | 3-Year | -0.75 | -5.04 | 4.29 | -5.79 | 5.04 | | 5-Year | 7.87 | 1.47 | 6.4 | 0.71 | 7.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.18 | 48.99 | 15.19 | 45.76 | 18.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.83 | -20.53 | -5.3 | -18.25 | -7.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JORIX | 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
JORIX | |
| 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 | 61 | 879 | 6.94 | | 6-Month | 86 | 862 | 9.98 | | 1-Year | | 825 | N/A | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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0.51% Nasdaq 
Performance
