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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.35% | | 5-Year Average Return: | 3.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 17.32% | |
Worst 1-Yr Total Return (2008): | -23.64% | |
Best 3-Yr Total Return (2005-7): | 5.41% | |
Worst 3-Yr Total Return (2006-8): | -8.65% |
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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 | LOGSX | Category | Diff | Index* | Diff | | Year To Date | 20.35 | 10.05 | 10.3 | 17.05 | 3.3 | | 1-Month | -2.74 | -4.79 | 2.05 | -1.86 | -0.88 | | 3-Month | 2.42 | -0.29 | 2.71 | 5.48 | -3.06 | | 1-Year | 16.03 | 8.75 | 7.28 | 9.80 | 6.23 | | 3-Year | -0.54 | -2.62 | 2.08 | -7.02 | 6.48 | | 5-Year | 3.11 | 3.14 | -0.03 | 0.33 | 2.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.27 | 29.31 | 6.96 | 45.76 | -9.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.41 | -11.79 | 5.38 | -18.25 | 11.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LOGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.64 | -23.43 | -0.21 | | 2007 | | | 10.12 | 9.27 | 0.85 | | 2006 | | | -9.34 | 4.27 | -13.61 | | 2005 | | | 17.32 | 9.64 | 7.68 | | 2004 | | | 6.90 | 9.84 | -2.94 | | 2003 | | | 28.49 | 32.51 | -4.02 | | 2002 | | | -32.43 | -28.13 | -4.30 | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LOGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.05 | 15.05 | 12.09 | N/A | | 2008 | -7.85 | 0.18 | -1.36 | -16.15 | | 2007 | 5.43 | 4.54 | 3.42 | -3.39 | | 2006 | 0.33 | -12.80 | 3.05 | 0.56 | | 2005 | -2.84 | 13.09 | 5.43 | 1.27 | | 2004 | 7.53 | 1.85 | -9.74 | 8.15 | | 2003 | 0.54 | 12.30 | 3.45 | 10.01 | | 2002 | -13.62 | -17.88 | -6.27 | 1.64 | | 2001 | N/A | N/A | -5.50 | 16.51 | | 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 | 6 | 165 | 3.64 | | 1-Month | 15 | 171 | 8.77 | | 3-Month | 28 | 170 | 16.47 | | 6-Month | 26 | 165 | 15.76 | | 1-Year | 11 | 165 | 6.67 | | 3-Year | 15 | 151 | 9.93 | | 5-Year | 39 | 143 | 27.27 |
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1.33% Nasdaq 
0.13 (1.07%) 
Performance
