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| Morningstar Return Rating: | | | Year to Date Return: | 25.57% | | 5-Year Average Return: | -1.48% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -46.40% | |
Worst 1-Yr Total Return (2008): | -46.40% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -2.18% | | 3-Year: | -4.41% | | 5-Year: | 0.49% | | 10-Year: | -2.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | REGWX | Category | Diff | Index* | Diff | | Year To Date | 25.57 | 21.65 | 3.92 | 17.05 | 8.52 | | 1-Month | -5.96 | -5.90 | -0.06 | -1.86 | -4.1 | | 3-Month | 3.06 | 2.07 | 0.99 | 5.48 | -2.42 | | 1-Year | 16.42 | 13.17 | 3.25 | 9.80 | 6.62 | | 3-Year | -7.89 | -7.45 | -0.44 | -7.02 | -0.87 | | 5-Year | -1.48 | 0.22 | -1.7 | 0.33 | -1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.95 | 52.20 | -3.25 | 45.76 | 3.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.63 | -18.89 | -0.74 | -18.25 | -1.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.40 | -41.55 | -4.85 | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.16 | 18.71 | 14.97 | N/A | | 2008 | -19.23 | 4.76 | -14.39 | -26.00 | | 2007 | N/A | N/A | N/A | -4.36 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 173 | 790 | 21.90 | | 1-Month | 65 | 820 | 7.93 | | 3-Month | 65 | 819 | 7.94 | | 6-Month | 472 | 800 | 59.00 | | 1-Year | 124 | 783 | 15.84 | | 3-Year | | 669 | N/A | | 5-Year | | 554 | N/A |
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1.39% Nasdaq 
Performance
