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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.77% | | 5-Year Average Return: | -0.74% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.46% | |
Worst 1-Yr Total Return (2008): | -31.85% | |
Best 3-Yr Total Return (2004-6): | 15.57% | |
Worst 3-Yr Total Return (2006-8): | -9.34% |
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| 1-Year: | -16.10% | | 3-Year: | -8.41% | | 5-Year: | 0.30% | | 10-Year: | 6.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | QUSVX | Category | Diff | Index* | Diff | | Year To Date | 13.77 | 22.72 | -8.95 | 24.07 | -10.3 | | 1-Month | 2.93 | 3.14 | -0.21 | 6.00 | -3.07 | | 3-Month | 2.37 | 3.09 | -0.72 | 7.91 | -5.54 | | 1-Year | 19.55 | 29.36 | -9.81 | 25.39 | -5.84 | | 3-Year | -9.62 | -8.14 | -1.48 | -5.79 | -3.83 | | 5-Year | -0.74 | -0.30 | -0.44 | 0.71 | -1.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.26 | 57.49 | -11.23 | 45.76 | 0.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.93 | -19.40 | -3.53 | -18.25 | -4.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | QUSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.85 | -36.56 | 4.71 | | 2007 | | | -6.21 | -1.10 | -5.11 | | 2006 | | | 16.60 | 15.03 | 1.57 | | 2005 | | | 9.91 | 6.75 | 3.16 | | 2004 | | | 20.46 | 18.94 | 1.52 | | 2003 | | | 50.39 | 43.41 | 6.98 | | 2002 | | | -14.21 | -16.22 | 2.01 | | 2001 | | | 8.22 | 8.92 | -0.70 | | 2000 | | | 17.75 | 11.89 | 5.86 | | 1999 | | | 1.30 | 19.95 | -18.65 |
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| PAST QUARTERLY RETURNS (%) FOR
QUSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.27 | 16.88 | 16.57 | N/A | | 2008 | -7.51 | 3.43 | -6.27 | -23.99 | | 2007 | 3.53 | 5.50 | -6.86 | -7.81 | | 2006 | 11.98 | -3.80 | -0.62 | 8.90 | | 2005 | -0.99 | 2.38 | 5.83 | 2.46 | | 2004 | 8.10 | 0.58 | -1.32 | 12.27 | | 2003 | -1.38 | 23.97 | 7.41 | 14.53 | | 2002 | 8.87 | -5.81 | -17.30 | 1.16 | | 2001 | -2.12 | 12.77 | -15.61 | 16.18 | | 2000 | -1.20 | 1.45 | 9.31 | 7.47 | | 1999 | N/A | N/A | N/A | 9.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 584 | 657 | 88.89 | | 1-Month | 645 | 679 | 94.99 | | 3-Month | 509 | 671 | 75.86 | | 6-Month | 537 | 663 | 81.00 | | 1-Year | 518 | 646 | 80.19 | | 3-Year | 348 | 573 | 60.73 | | 5-Year | 239 | 475 | 50.32 |
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0.20% Nasdaq 
Performance
