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Red Oak Technology Select (ROGSX)

16.38 Up 0.08(0.49%) Aug 29

Performance Overview as of Jul 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:6.18%
5-Year Average Return:19.68%
Number of Years Up:10
Number of Years Down:5
Best 1 Yr Total Return (1999-12-31):143.40%
Worst 1 Yr Total Return (2001-12-31):-55.97%
Best 3-Yr Total Return (N/A):28.00%
Worst 3-Yr Total Return (N/A):-43.93%
Load Adjusted Returns 
1-Year:20.93%
3-Year:17.90%
5-Year:19.68%
10-Year:10.28%
Trailing Returns (%) vs. Benchmarks 
ReturnROGSXCategoryDiffIndex*Diff
Year To Date6.18N/AN/AN/AN/A
1-Month-0.38N/AN/AN/AN/A
3-Month3.74N/AN/AN/AN/A
1-Year20.93N/AN/AN/AN/A
3-Year17.90N/AN/AN/AN/A
5-Year19.68N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.00N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.58N/AN/AN/AN/A
Annual Total Return (%) History () 
YearROGSXCategoryDiff
2014N/AN/AN/A
2013
 
44.09N/AN/A
2012
 
11.95N/AN/A
2011
 
2.77N/AN/A
2010
 
14.72N/AN/A
2009
 
77.88N/AN/A
2008
 
-44.63N/AN/A
2007
 
10.04N/AN/A
2006
 
4.91N/AN/A
2005
 
-1.14N/AN/A
2004
 
2.64N/AN/A
2003
 
59.21N/AN/A
2002
 
-55.27N/AN/A
2001
 
-55.97N/AN/A
2000
 
-10.52N/AN/A
1999
 
143.40N/AN/A
Past Quarterly Returns (%) for ROGSX 
Q1Q2Q3Q4
20144.641.86N/AN/A
201312.635.227.1613.45
201217.33-8.994.230.58
20116.082.50-12.928.53
20102.79-10.8612.7411.06
20095.4224.8423.509.44
2008-13.502.02-12.18-28.55
20070.5510.537.92-8.26
20060.87-8.872.6711.16
2005-11.551.944.914.52
2004-1.17-0.44-8.4813.98
20035.1324.616.2314.41
2002-6.57-38.73-35.5221.19
2001-46.929.52-49.2149.14
200040.803.4710.97-44.65
199915.408.3215.4468.68
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date35N/A
1-Month19N/A
3-Month93N/A
6-Month26N/A
1-Year56N/A
3-Year11N/A
5-Year5N/A