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| Morningstar Return Rating: | | | Year to Date Return: | 46.06% | | 5-Year Average Return: | 7.60% | | 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 | JORRX | Category | Diff | Index* | Diff | | Year To Date | 46.06 | 31.59 | 14.47 | 24.07 | 21.99 | | 1-Month | 4.88 | 4.49 | 0.39 | 6.00 | -1.12 | | 3-Month | 9.24 | 6.16 | 3.08 | 7.91 | 1.33 | | 1-Year | 55.62 | 35.24 | 20.38 | 25.39 | 30.23 | | 3-Year | -1.00 | -5.04 | 4.04 | -5.79 | 4.79 | | 5-Year | 7.60 | 1.47 | 6.13 | 0.71 | 6.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.83 | 48.99 | 14.84 | 45.76 | 18.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.08 | -20.53 | -5.55 | -18.25 | -7.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JORRX | 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
JORRX | |
| 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 | 70 | 879 | 7.96 | | 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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0.15% Nasdaq 
0.07%
Performance
