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| Morningstar Return Rating: | | | Year to Date Return: | 25.35% | | 5-Year Average Return: | 2.00% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.50% | |
Worst 1-Yr Total Return (2008): | -39.46% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | REVRX | Category | Diff | Index* | Diff | | Year To Date | 25.35 | 21.73 | 3.62 | 24.07 | 1.28 | | 1-Month | 5.11 | 5.16 | -0.05 | 6.00 | -0.89 | | 3-Month | 7.40 | 6.45 | 0.95 | 7.91 | -0.51 | | 1-Year | 26.42 | 24.67 | 1.75 | 25.39 | 1.03 | | 3-Year | -6.29 | -7.33 | 1.04 | -5.79 | -0.5 | | 5-Year | 2.00 | 0.27 | 1.73 | 0.71 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.51 | 47.53 | 0.98 | 45.76 | 2.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -16.99 | -2.41 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REVRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.46 | -37.09 | -2.37 | | 2007 | | | 6.50 | 1.42 | 5.08 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REVRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.19 | 14.59 | 17.49 | N/A | | 2008 | -9.98 | -0.93 | -10.81 | -23.89 | | 2007 | 0.34 | 9.01 | 1.09 | -3.68 | | 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 | 323 | 1293 | 24.98 | | 1-Month | 682 | 1338 | 50.97 | | 3-Month | 398 | 1329 | 29.95 | | 6-Month | 303 | 1320 | 22.95 | | 1-Year | 369 | 1280 | 28.83 | | 3-Year | 314 | 1088 | 28.86 | | 5-Year | | 917 | N/A |
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0.03% Nasdaq 0.00%
Performance
