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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.41% | | 5-Year Average Return: | -10.42% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 28.99% | |
Worst 1-Yr Total Return (2008): | -54.80% | |
Best 3-Yr Total Return (2005-7): | 11.71% | |
Worst 3-Yr Total Return (2006-8): | -20.50% |
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| 1-Year: | -53.92% | | 3-Year: | -18.00% | | 5-Year: | -10.70% | | 10-Year: | 1.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | QRABX | Category | Diff | Index* | Diff | | Year To Date | 6.41 | 30.53 | -24.12 | 17.05 | -10.64 | | 1-Month | 5.06 | -0.56 | 5.62 | -1.86 | 6.92 | | 3-Month | 2.47 | 5.70 | -3.23 | 5.48 | -3.01 | | 1-Year | -26.56 | 19.86 | -46.42 | 9.80 | -36.36 | | 3-Year | -15.37 | -1.66 | -13.71 | -7.02 | -8.35 | | 5-Year | -10.42 | 8.52 | -18.94 | 0.33 | -10.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.70 | 47.04 | -27.34 | 45.76 | -26.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -59.24 | -26.04 | -33.2 | -18.25 | -40.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | QRABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.80 | -48.79 | -6.01 | | 2007 | | | 28.99 | 37.12 | -8.13 | | 2006 | | | -13.81 | 10.53 | -24.34 | | 2005 | | | 25.37 | 38.20 | -12.83 | | 2004 | | | 18.43 | 27.47 | -9.04 | | 2003 | | | 21.61 | 32.76 | -11.15 | | 2002 | | | 26.24 | -0.80 | 27.04 | | 2001 | | | -31.85 | -10.44 | -21.41 | | 2000 | | | 43.51 | 29.49 | 14.02 | | 1999 | | | 36.03 | 30.64 | 5.39 |
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| PAST QUARTERLY RETURNS (%) FOR
QRABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.50 | 18.32 | -2.17 | N/A | | 2008 | 8.25 | 30.63 | -33.01 | -52.28 | | 2007 | 4.51 | 1.34 | 9.99 | 10.74 | | 2006 | -1.05 | 6.34 | -14.41 | -4.30 | | 2005 | 21.86 | -4.98 | 21.77 | -11.08 | | 2004 | 9.77 | 2.81 | 16.63 | -10.02 | | 2003 | 5.61 | 2.87 | 0.42 | 11.48 | | 2002 | 13.85 | -2.89 | 10.85 | 3.00 | | 2001 | -11.30 | -4.30 | -10.53 | -10.26 | | 2000 | 11.86 | 15.84 | 4.91 | 5.56 | | 1999 | N/A | N/A | N/A | 1.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 179 | 185 | 96.76 | | 1-Month | 13 | 193 | 6.74 | | 3-Month | 180 | 192 | 93.75 | | 6-Month | 138 | 192 | 71.88 | | 1-Year | 137 | 179 | 76.54 | | 3-Year | 92 | 109 | 84.40 | | 5-Year | 63 | 79 | 79.75 |
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