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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.46% | | 5-Year Average Return: | -0.78% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.71% | |
Worst 1-Yr Total Return (2008): | -25.86% | |
Best 3-Yr Total Return (2005-7): | 4.34% | |
Worst 3-Yr Total Return (2006-8): | -6.90% |
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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 | REBOX | Category | Diff | Index* | Diff | | Year To Date | 10.46 | 18.16 | -7.7 | N/A | N/A | | 1-Month | -1.15 | -1.24 | 0.09 | N/A | N/A | | 3-Month | 2.85 | 4.71 | -1.86 | N/A | N/A | | 1-Year | 7.41 | 15.73 | -8.32 | N/A | N/A | | 3-Year | -6.40 | -2.66 | -3.74 | N/A | N/A | | 5-Year | -0.78 | 2.10 | -2.88 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.10 | 33.32 | -11.22 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.49 | -8.51 | -1.98 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REBOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.86 | -28.00 | 2.14 | | 2007 | | | -1.67 | 5.99 | -7.66 | | 2006 | | | 10.71 | 11.29 | -0.58 | | 2005 | | | 4.36 | 5.13 | -0.77 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REBOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.80 | 8.42 | 8.27 | N/A | | 2008 | -4.99 | -5.72 | -3.78 | -13.98 | | 2007 | 0.30 | 4.05 | 0.10 | -5.88 | | 2006 | 2.08 | -0.04 | 4.82 | 3.51 | | 2005 | 0.00 | 0.54 | 1.91 | 1.85 | | 2004 | N/A | N/A | N/A | 4.71 | | 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 | 1138 | 1211 | 93.97 | | 1-Month | 666 | 1258 | 52.94 | | 3-Month | 1142 | 1256 | 90.92 | | 6-Month | 1171 | 1220 | 95.98 | | 1-Year | 878 | 1204 | 72.92 | | 3-Year | 685 | 950 | 72.11 | | 5-Year | 591 | 796 | 74.25 |
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0.18% Nasdaq 
0.42%
Performance
