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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.46% | | 5-Year Average Return: | 2.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.88% | |
Worst 1-Yr Total Return (2008): | -30.95% | |
Best 3-Yr Total Return (2004-6): | 8.89% | |
Worst 3-Yr Total Return (2006-8): | -4.81% |
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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 | LARYX | Category | Diff | Index* | Diff | | Year To Date | 24.46 | 25.10 | -0.64 | 24.07 | 0.39 | | 1-Month | 6.28 | 5.28 | 1 | 6.00 | 0.28 | | 3-Month | 6.63 | 7.01 | -0.38 | 7.91 | -1.28 | | 1-Year | 25.28 | 28.01 | -2.73 | 25.39 | -0.11 | | 3-Year | -1.20 | -5.87 | 4.67 | -5.79 | 4.59 | | 5-Year | 2.50 | 0.64 | 1.86 | 0.71 | 1.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.12 | 46.08 | -1.96 | 45.76 | -1.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.52 | -17.41 | 4.89 | -18.25 | 5.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LARYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.95 | -37.79 | 6.84 | | 2007 | | | 10.68 | 6.16 | 4.52 | | 2006 | | | 12.88 | 14.17 | -1.29 | | 2005 | | | 1.85 | 5.88 | -4.03 | | 2004 | | | 12.31 | 10.02 | 2.29 | | 2003 | | | 31.63 | 27.05 | 4.58 | | 2002 | | | -19.22 | -22.25 | 3.03 | | 2001 | | | -9.87 | -13.50 | 3.63 | | 2000 | | | 15.96 | -6.31 | 22.27 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LARYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.07 | 14.85 | 14.93 | N/A | | 2008 | -7.29 | -3.17 | -4.08 | -19.82 | | 2007 | 2.04 | 5.09 | 5.13 | -1.82 | | 2006 | 4.63 | -1.94 | 5.61 | 4.17 | | 2005 | -2.96 | -0.36 | 3.83 | 1.45 | | 2004 | 2.17 | 1.49 | -2.42 | 11.00 | | 2003 | -5.69 | 18.67 | 3.30 | 13.85 | | 2002 | 2.94 | -11.94 | -19.16 | 10.23 | | 2001 | -9.02 | 4.80 | -14.04 | 9.98 | | 2000 | -1.25 | -2.03 | 9.51 | 9.45 | | 1999 | N/A | N/A | N/A | 10.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1192 | 2021 | 58.98 | | 1-Month | 1965 | 2113 | 93.00 | | 3-Month | 1860 | 2091 | 88.95 | | 6-Month | 1775 | 2064 | 86.00 | | 1-Year | 936 | 2011 | 46.54 | | 3-Year | 66 | 1707 | 3.87 | | 5-Year | 182 | 1360 | 13.38 |
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0.51% Nasdaq 
Performance
