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| Morningstar Return Rating: | Above average | | Year to Date Return: | -2.97% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 17.79% | |
Worst 1-Yr Total Return (2008): | -25.58% | |
Best 3-Yr Total Return (2007-9): | -2.55% | |
Worst 3-Yr Total Return (2007-9): | -2.55% |
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| 1-Year: | 16.79% | | 3-Year: | -2.55% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYGEX | Category | Diff | Index* | Diff | | Year To Date | -2.97 | -3.57 | 0.6 | -3.60 | 0.63 | | 1-Month | -2.97 | -3.57 | 0.6 | -3.60 | 0.63 | | 3-Month | 1.94 | 3.99 | -2.05 | 4.16 | -2.22 | | 1-Year | 23.14 | 34.15 | -11.01 | 33.14 | -10 | | 3-Year | -4.10 | -7.17 | 3.07 | -7.24 | 3.14 | | 5-Year | N/A | 0.19 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.23 | 46.19 | -12.96 | 45.76 | -12.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.83 | -17.46 | 9.63 | -18.25 | 10.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYGEX | Category | Diff | | 2009 | | | 17.79 | 28.17 | -10.38 | | 2008 | | | -25.58 | -37.79 | 12.21 | | 2007 | | | 5.56 | 6.16 | -0.60 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYGEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.19 | 11.88 | 13.50 | 2.15 | | 2008 | -8.08 | 2.09 | -9.43 | -12.45 | | 2007 | 1.59 | 4.11 | 1.03 | -1.21 | | 2006 | N/A | N/A | 1.20 | 6.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 277 | 2131 | 13.00 | | 1-Month | 277 | 2131 | 13.00 | | 3-Month | 1849 | 2102 | 87.96 | | 6-Month | 2029 | 2071 | 97.97 | | 1-Year | 1586 | 2011 | 78.87 | | 3-Year | 159 | 1772 | 8.97 | | 5-Year | | 1376 | N/A |
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1.52% Nasdaq 0.00%
Performance
