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| Morningstar Return Rating: | High | | Year to Date Return: | 32.80% | | 5-Year Average Return: | 4.26% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.01% | |
Worst 1-Yr Total Return (2008): | -33.27% | |
Best 3-Yr Total Return (2005-7): | 9.67% | |
Worst 3-Yr Total Return (2006-8): | -7.46% |
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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 | POSKX | Category | Diff | Index* | Diff | | Year To Date | 32.80 | 31.20 | 1.6 | 24.07 | 8.73 | | 1-Month | 5.99 | 5.67 | 0.32 | 6.00 | -0.01 | | 3-Month | 8.21 | 8.18 | 0.03 | 7.91 | 0.3 | | 1-Year | 38.79 | 34.04 | 4.75 | 25.39 | 13.4 | | 3-Year | -2.68 | -3.89 | 1.21 | -5.79 | 3.11 | | 5-Year | 4.26 | 1.25 | 3.01 | 0.71 | 3.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.67 | 43.84 | 3.83 | 45.76 | 1.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.57 | -18.03 | 4.46 | -18.25 | 4.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POSKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.27 | -40.67 | 7.40 | | 2007 | | | 4.18 | 13.35 | -9.17 | | 2006 | | | 14.01 | 7.05 | 6.96 | | 2005 | | | 11.05 | 6.71 | 4.34 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
POSKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.39 | 15.02 | 17.15 | N/A | | 2008 | -7.10 | 0.84 | -8.79 | -21.90 | | 2007 | 0.73 | 8.04 | 1.27 | -5.48 | | 2006 | 6.44 | -2.33 | 3.17 | 6.29 | | 2005 | -1.65 | 2.33 | 5.82 | 4.27 | | 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 | 636 | 1818 | 34.98 | | 1-Month | 114 | 1906 | 5.98 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 242 | 1866 | 12.97 | | 1-Year | 514 | 1815 | 28.32 | | 3-Year | 381 | 1537 | 24.79 | | 5-Year | 86 | 1273 | 6.76 |
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