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Rydex/SGI Alpha Opportunity B (SAOBX)

On Dec 8: 8.23   0.13 (1.56%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 12.45% 5-Year Average Return: 1.72% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2007): 17.22% Worst 1-Yr Total Return (2008): -35.69% Best 3-Yr Total Return (2005-7): 11.63% Worst 3-Yr Total Return (2006-8): -5.58% LOAD ADJUSTED RETURNS   1-Year: -13.69% 3-Year: -2.49% 5-Year: 2.11% 10-Year: N/A
TRAILING RETURNS (%) VS. BENCHMARKS   Return SAOBX Category Diff Index* Diff Year To Date 12.45 7.62 4.83 0.94 11.51 1-Month -4.48 -0.77 -3.71 0.03 -4.51 3-Month 3.09 2.00 1.09 0.13 2.96 1-Year 5.79 5.82 -0.03 1.69 4.1 3-Year -4.56 -1.96 -2.6 3.75 -8.31 5-Year 1.72 2.10 -0.38 3.78 -2.06 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 45.13 14.00 31.13 0.68 44.45 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -23.32 -4.72 -18.6 2.21 -25.53 * Index means [ ML USD LIBOR 3 Mon CM ] ANNUAL TOTAL RETURN (%) HISTORY   Year SAOBX Category Diff 2009 N/A N/A N/A 2008 -35.69 -15.40 -20.29 2007 17.22 4.42 12.80 2006 11.65 7.23 4.42 2005 6.28 4.77 1.51 2004 11.49 5.06 6.43 2003 N/A 8.46 N/A 2002 N/A 2.05 N/A 2001 N/A 5.37 N/A 2000 N/A 9.57 N/A 1999 N/A 3.99 N/A PAST QUARTERLY RETURNS (%) FOR SAOBX   Q1 Q2 Q3 Q4 2009 -11.13 14.83 15.35 N/A 2008 -8.47 4.73 -13.06 -22.82 2007 4.10 8.72 3.55 0.01 2006 9.58 -2.65 -1.98 6.77 2005 -0.52 -1.21 6.11 1.90 2004 1.88 1.75 0.78 6.72 2003 N/A N/A N/A 15.62 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 RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 30 202 14.85 1-Month 73 238 30.67 3-Month 22 229 9.61 6-Month 31 213 14.55 1-Year 26 193 13.47 3-Year 62 116 53.45 5-Year 24 65 36.92
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