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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.98% | | 5-Year Average Return: | 1.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.83% | |
Worst 1-Yr Total Return (2008): | -33.15% | |
Best 3-Yr Total Return (2004-6): | 10.12% | |
Worst 3-Yr Total Return (2006-8): | -7.71% |
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| 1-Year: | -4.17% | | 3-Year: | -2.66% | | 5-Year: | 2.32% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SPMAX | Category | Diff | Index* | Diff | | Year To Date | 20.98 | 25.56 | -4.58 | 17.05 | 3.93 | | 1-Month | -5.46 | -4.12 | -1.34 | -1.86 | -3.6 | | 3-Month | 4.20 | 5.04 | -0.84 | 5.48 | -1.28 | | 1-Year | 16.43 | 18.21 | -1.78 | 9.80 | 6.63 | | 3-Year | -3.70 | -6.38 | 2.68 | -7.02 | 3.32 | | 5-Year | 1.79 | 1.42 | 0.37 | 0.33 | 1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.65 | 53.89 | -6.24 | 45.76 | 1.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.96 | -16.12 | -0.84 | -18.25 | 1.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.15 | -39.18 | 6.03 | | 2007 | | | 7.82 | 4.85 | 2.97 | | 2006 | | | 9.06 | 14.03 | -4.97 | | 2005 | | | 3.90 | 9.25 | -5.35 | | 2004 | | | 17.83 | 16.30 | 1.53 | | 2003 | | | 38.24 | 36.28 | 1.96 | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SPMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.50 | 13.04 | 21.08 | N/A | | 2008 | -9.46 | 7.20 | -13.33 | -20.54 | | 2007 | 4.54 | 9.09 | -1.89 | -3.63 | | 2006 | 6.59 | -4.00 | 0.45 | 6.11 | | 2005 | 0.41 | -0.90 | 6.88 | -2.30 | | 2004 | 4.62 | 0.00 | -1.08 | 13.86 | | 2003 | -4.58 | 21.87 | 4.67 | 13.58 | | 2002 | N/A | N/A | -17.70 | 0.73 | | 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 | 318 | 461 | 68.98 | | 1-Month | 324 | 484 | 66.94 | | 3-Month | 265 | 482 | 54.98 | | 6-Month | 316 | 466 | 67.81 | | 1-Year | 177 | 459 | 38.56 | | 3-Year | 68 | 378 | 17.99 | | 5-Year | 130 | 298 | 43.62 |
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1.00% Nasdaq 
Performance
