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Saturday, December 12, 2009, 3:19AM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Rock Oak Core Growth (RCKSX)

On Dec 11: 9.57   0.02 (0.21%)

MORE ON RCKSX

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 43.61% 5-Year Average Return: N/A Number of Years Up: 3 Number of Years Down: 1 Best 1-Yr Total Return (2007): 21.67% Worst 1-Yr Total Return (2008): -47.35% Best 3-Yr Total Return (2005-7): 9.70% Worst 3-Yr Total Return (2006-8): -12.74% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return RCKSX Category Diff Index* Diff Year To Date 43.61 31.20 12.41 24.07 19.54 1-Month 5.06 5.67 -0.61 6.00 -0.94 3-Month 8.52 8.18 0.34 7.91 0.61 1-Year 48.06 34.04 14.02 25.39 22.67 3-Year -2.98 -3.89 0.91 -5.79 2.81 5-Year N/A 1.25 N/A 0.71 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 53.45 43.84 9.61 45.76 7.69 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -15.87 -18.03 2.16 -18.25 2.38 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year RCKSX Category Diff 2009 N/A N/A N/A 2008 -47.35 -40.67 -6.68 2007 21.67 13.35 8.32 2006 3.73 7.05 -3.32 2005 4.60 6.71 -2.11 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 PAST QUARTERLY RETURNS (%) FOR RCKSX   Q1 Q2 Q3 Q4 2009 -0.30 21.57 15.76 N/A 2008 -13.94 5.15 -22.83 -24.60 2007 0.65 7.23 7.69 4.69 2006 7.17 -6.69 -1.53 5.34 2005 -4.10 1.25 5.97 1.65 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 RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 181 1818 9.96 1-Month 1867 1906 97.95 3-Month 1523 1904 79.99 6-Month 1100 1866 58.95 1-Year 196 1815 10.80 3-Year 486 1537 31.62 5-Year 1273 N/A
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