|
| Morningstar Return Rating: | Average | | Year to Date Return: | 13.96% | | 5-Year Average Return: | 4.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.51% | |
Worst 1-Yr Total Return (2008): | -19.20% | |
Best 3-Yr Total Return (2005-7): | 8.40% | |
Worst 3-Yr Total Return (2006-8): | -0.22% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOBIX | Category | Diff | Index* | Diff | | Year To Date | 13.96 | 18.16 | -4.2 | N/A | N/A | | 1-Month | -0.56 | -1.24 | 0.68 | N/A | N/A | | 3-Month | 3.82 | 4.71 | -0.89 | N/A | N/A | | 1-Year | 15.52 | 15.73 | -0.21 | N/A | N/A | | 3-Year | 2.59 | -2.66 | 5.25 | N/A | N/A | | 5-Year | 4.00 | 2.10 | 1.9 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.65 | 33.32 | -7.67 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.94 | -8.51 | 1.57 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.20 | -28.00 | 8.80 | | 2007 | | | 15.51 | 5.99 | 9.52 | | 2006 | | | 6.43 | 11.29 | -4.86 | | 2005 | | | 3.61 | 5.13 | -1.52 | | 2004 | | | 3.40 | 8.86 | -5.46 | | 2003 | | | 11.95 | 20.35 | -8.40 | | 2002 | | | -12.17 | -12.02 | -0.15 | | 2001 | | | -5.27 | -5.05 | -0.22 | | 2000 | | | -0.55 | 1.82 | -2.37 | | 1999 | | | 13.10 | 10.71 | 2.39 |
|
| PAST QUARTERLY RETURNS (%) FOR
MOBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.45 | 9.30 | 8.60 | N/A | | 2008 | -5.62 | 1.86 | -6.28 | -10.32 | | 2007 | 0.53 | 4.09 | 6.97 | 3.20 | | 2006 | 1.23 | -1.48 | 2.63 | 3.98 | | 2005 | -1.51 | 1.68 | 3.50 | -0.04 | | 2004 | 1.93 | 0.49 | -2.55 | 3.58 | | 2003 | 0.05 | 6.49 | -0.32 | 5.42 | | 2002 | -0.37 | -8.04 | -6.88 | 2.95 | | 2001 | -9.09 | 2.31 | -4.06 | 6.16 | | 2000 | -0.65 | 0.34 | -4.48 | 4.45 | | 1999 | N/A | N/A | N/A | 10.80 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 968 | 1211 | 79.93 | | 1-Month | 88 | 1258 | 7.00 | | 3-Month | 540 | 1256 | 42.99 | | 6-Month | 1134 | 1220 | 92.95 | | 1-Year | 503 | 1204 | 41.78 | | 3-Year | 13 | 950 | 1.37 | | 5-Year | 56 | 796 | 7.04 |
|
|
|
|
|
0.29% Nasdaq 
0.23%
Performance
