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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.77% | | 5-Year Average Return: | -0.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.54% | |
Worst 1-Yr Total Return (2008): | -37.53% | |
Best 3-Yr Total Return (2004-6): | 10.12% | |
Worst 3-Yr Total Return (2006-8): | -10.08% |
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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 | REQEX | Category | Diff | Index* | Diff | | Year To Date | 19.77 | 25.10 | -5.33 | 24.07 | -4.3 | | 1-Month | 5.48 | 5.28 | 0.2 | 6.00 | -0.52 | | 3-Month | 7.26 | 7.01 | 0.25 | 7.91 | -0.65 | | 1-Year | 23.77 | 28.01 | -4.24 | 25.39 | -1.62 | | 3-Year | -8.07 | -5.87 | -2.2 | -5.79 | -2.28 | | 5-Year | -0.87 | 0.64 | -1.51 | 0.71 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.05 | 46.08 | -4.03 | 45.76 | -3.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.90 | -17.41 | -3.49 | -18.25 | -2.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REQEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.53 | -37.79 | 0.26 | | 2007 | | | 2.50 | 6.16 | -3.66 | | 2006 | | | 13.54 | 14.17 | -0.63 | | 2005 | | | 6.47 | 5.88 | 0.59 | | 2004 | | | 10.46 | 10.02 | 0.44 | | 2003 | | | 29.47 | 27.05 | 2.42 | | 2002 | | | -22.81 | -22.25 | -0.56 | | 2001 | | | -10.47 | -13.50 | 3.03 | | 2000 | | | -7.51 | -6.31 | -1.20 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REQEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.38 | 15.42 | 13.89 | N/A | | 2008 | -11.07 | -0.66 | -9.63 | -21.74 | | 2007 | 0.94 | 4.93 | 0.20 | -3.42 | | 2006 | 4.27 | -2.17 | 5.12 | 5.88 | | 2005 | -1.81 | 1.54 | 4.42 | 2.27 | | 2004 | 2.24 | 0.71 | -2.28 | 9.79 | | 2003 | -2.31 | 15.56 | 2.63 | 11.74 | | 2002 | -0.15 | -13.20 | -17.27 | 7.65 | | 2001 | -11.83 | 7.62 | -15.07 | 11.10 | | 2000 | 3.80 | -2.97 | 0.69 | -8.81 | | 1999 | N/A | N/A | N/A | 14.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1596 | 2021 | 78.97 | | 1-Month | 929 | 2113 | 43.97 | | 3-Month | 313 | 2091 | 14.97 | | 6-Month | 1197 | 2064 | 57.99 | | 1-Year | 1295 | 2011 | 64.40 | | 3-Year | 1258 | 1707 | 73.70 | | 5-Year | 971 | 1360 | 71.40 |
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0.51% Nasdaq 
Performance
