|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.55% | | 5-Year Average Return: | 1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.50% | |
Worst 1-Yr Total Return (2008): | -29.79% | |
Best 3-Yr Total Return (2004-6): | 11.61% | |
Worst 3-Yr Total Return (2006-8): | -6.14% |
|
| 1-Year: | -11.02% | | 3-Year: | -2.51% | | 5-Year: | 2.86% | | 10-Year: | 6.09% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ORIGX | Category | Diff | Index* | Diff | | Year To Date | 17.55 | 25.65 | -8.1 | 24.07 | -6.52 | | 1-Month | 1.35 | 3.38 | -2.03 | 6.00 | -4.65 | | 3-Month | 1.16 | 3.71 | -2.55 | 7.91 | -6.75 | | 1-Year | 22.86 | 31.83 | -8.97 | 25.39 | -2.53 | | 3-Year | -3.43 | -7.28 | 3.85 | -5.79 | 2.36 | | 5-Year | 1.34 | -0.38 | 1.72 | 0.71 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.69 | 53.06 | -7.37 | 45.76 | -0.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.84 | -19.68 | 3.84 | -18.25 | 2.41 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ORIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.79 | -41.55 | 11.76 | | 2007 | | | 10.38 | 7.59 | 2.79 | | 2006 | | | 6.70 | 10.81 | -4.11 | | 2005 | | | 6.36 | 6.02 | 0.34 | | 2004 | | | 22.50 | 12.41 | 10.09 | | 2003 | | | 36.91 | 45.54 | -8.63 | | 2002 | | | -19.35 | -27.88 | 8.53 | | 2001 | | | -2.10 | -8.91 | 6.81 | | 2000 | | | 9.87 | -3.85 | 13.72 | | 1999 | | | 17.08 | 64.77 | -47.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
ORIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.32 | 20.45 | 12.41 | N/A | | 2008 | -9.35 | 5.73 | -5.78 | -22.25 | | 2007 | 1.35 | 9.35 | -0.07 | -0.34 | | 2006 | 10.04 | -6.42 | -0.82 | 4.48 | | 2005 | -4.31 | 5.18 | 7.17 | -1.39 | | 2004 | 3.47 | 4.21 | -0.67 | 14.37 | | 2003 | -1.35 | 19.28 | 5.55 | 10.23 | | 2002 | -0.06 | -5.96 | -14.86 | 0.79 | | 2001 | -9.79 | 14.69 | -16.25 | 12.99 | | 2000 | 21.46 | -3.66 | 4.16 | -9.85 | | 1999 | N/A | N/A | N/A | 23.36 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 652 | 786 | 82.95 | | 1-Month | 750 | 816 | 91.91 | | 3-Month | 725 | 815 | 88.96 | | 6-Month | 689 | 802 | 85.91 | | 1-Year | 556 | 781 | 71.19 | | 3-Year | 68 | 667 | 10.19 | | 5-Year | 131 | 563 | 23.27 |
|
|
|
|
|
0.31% Nasdaq 
0.05%
Performance
