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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.54% | | 5-Year Average Return: | -1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.91% | |
Worst 1-Yr Total Return (2008): | -32.94% | |
Best 3-Yr Total Return (2004-6): | 8.85% | |
Worst 3-Yr Total Return (2006-8): | -7.65% |
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| 1-Year: | -15.43% | | 3-Year: | -7.30% | | 5-Year: | -0.54% | | 10-Year: | -0.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SQUBX | Category | Diff | Index* | Diff | | Year To Date | 11.54 | 15.79 | -4.25 | 17.05 | -5.51 | | 1-Month | -1.60 | -2.21 | 0.61 | -1.86 | 0.26 | | 3-Month | 7.02 | 5.62 | 1.4 | 5.48 | 1.54 | | 1-Year | 4.81 | 9.52 | -4.71 | 9.80 | -4.99 | | 3-Year | -8.12 | -8.36 | 0.24 | -7.02 | -1.1 | | 5-Year | -1.00 | 0.18 | -1.18 | 0.33 | -1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.85 | 46.84 | -3.99 | 45.76 | -2.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.11 | -16.40 | -2.71 | -18.25 | -0.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SQUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.94 | -37.09 | 4.15 | | 2007 | | | 0.44 | 1.42 | -0.98 | | 2006 | | | 16.91 | 18.15 | -1.24 | | 2005 | | | 1.39 | 5.95 | -4.56 | | 2004 | | | 8.80 | 12.97 | -4.17 | | 2003 | | | 23.94 | 28.44 | -4.50 | | 2002 | | | -16.66 | -18.69 | 2.03 | | 2001 | | | -13.41 | -4.99 | -8.42 | | 2000 | | | 7.96 | 7.87 | 0.09 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SQUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.93 | 14.33 | 16.55 | N/A | | 2008 | -7.86 | -5.63 | -1.20 | -21.93 | | 2007 | 1.02 | 2.37 | 1.57 | -4.37 | | 2006 | 3.70 | 0.21 | 5.41 | 6.73 | | 2005 | -1.95 | 0.84 | 1.51 | 1.02 | | 2004 | 1.06 | 0.51 | -1.03 | 8.23 | | 2003 | -4.09 | 12.74 | 3.08 | 11.18 | | 2002 | 3.81 | -8.85 | -15.58 | 4.33 | | 2001 | -7.89 | 2.82 | -11.69 | 3.54 | | 2000 | -1.22 | 2.29 | 5.93 | 0.87 | | 1999 | N/A | N/A | N/A | -0.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 987 | 1335 | 73.93 | | 1-Month | 537 | 1379 | 38.94 | | 3-Month | 478 | 1368 | 34.94 | | 6-Month | 632 | 1346 | 46.95 | | 1-Year | 884 | 1318 | 67.07 | | 3-Year | 448 | 1124 | 39.86 | | 5-Year | 603 | 934 | 64.56 |
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1.00% Nasdaq 0.00%
Performance
