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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.14% | | 5-Year Average Return: | 0.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.51% | |
Worst 1-Yr Total Return (2008): | -41.93% | |
Best 3-Yr Total Return (2004-6): | 10.77% | |
Worst 3-Yr Total Return (2006-8): | -10.05% |
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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 | REAEX | Category | Diff | Index* | Diff | | Year To Date | 20.14 | 18.65 | 1.49 | 17.05 | 3.09 | | 1-Month | -2.32 | -2.18 | -0.14 | -1.86 | -0.46 | | 3-Month | 5.32 | 5.08 | 0.24 | 5.48 | -0.16 | | 1-Year | 10.84 | 11.86 | -1.02 | 9.80 | 1.04 | | 3-Year | -7.29 | -6.78 | -0.51 | -7.02 | -0.27 | | 5-Year | 0.48 | 0.49 | -0.01 | 0.33 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.04 | 45.26 | 1.78 | 45.76 | 1.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.55 | -15.99 | -4.56 | -18.25 | -2.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REAEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.93 | -37.79 | -4.14 | | 2007 | | | 10.43 | 6.16 | 4.27 | | 2006 | | | 13.51 | 14.17 | -0.66 | | 2005 | | | 7.54 | 5.88 | 1.66 | | 2004 | | | 11.35 | 10.02 | 1.33 | | 2003 | | | 28.92 | 27.05 | 1.87 | | 2002 | | | -22.31 | -22.25 | -0.06 | | 2001 | | | -14.67 | -13.50 | -1.17 | | 2000 | | | -10.70 | -6.31 | -4.39 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REAEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.78 | 15.94 | 16.29 | N/A | | 2008 | -11.18 | -0.90 | -12.02 | -25.01 | | 2007 | 1.33 | 6.84 | 3.78 | -1.72 | | 2006 | 5.05 | -2.14 | 3.75 | 6.42 | | 2005 | -1.57 | 2.41 | 4.68 | 1.91 | | 2004 | 1.92 | 1.27 | -2.30 | 10.42 | | 2003 | -2.56 | 14.82 | 2.94 | 11.94 | | 2002 | 0.26 | -11.89 | -16.79 | 5.70 | | 2001 | -13.83 | 6.27 | -16.05 | 11.00 | | 2000 | 0.13 | -3.79 | 2.04 | -9.16 | | 1999 | N/A | N/A | N/A | 15.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 664 | 2013 | 32.99 | | 1-Month | 1244 | 2110 | 58.96 | | 3-Month | 1170 | 2090 | 55.98 | | 6-Month | 1126 | 2049 | 54.95 | | 1-Year | 605 | 1999 | 30.27 | | 3-Year | 794 | 1694 | 46.87 | | 5-Year | 491 | 1352 | 36.32 |
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0.01% Nasdaq 
0.22%
Performance
