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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.37% | | 5-Year Average Return: | 0.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.12% | |
Worst 1-Yr Total Return (2008): | -35.77% | |
Best 3-Yr Total Return (2004-6): | 9.44% | |
Worst 3-Yr Total Return (2006-8): | -7.68% |
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| 1-Year: | -15.05% | | 3-Year: | -7.50% | | 5-Year: | -0.22% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TENAX | Category | Diff | Index* | Diff | | Year To Date | 16.37 | 18.65 | -2.28 | 17.05 | -0.68 | | 1-Month | -0.64 | -2.18 | 1.54 | -1.86 | 1.22 | | 3-Month | 4.41 | 5.08 | -0.67 | 5.48 | -1.07 | | 1-Year | 8.75 | 11.86 | -3.11 | 9.80 | -1.05 | | 3-Year | -6.79 | -6.78 | -0.01 | -7.02 | 0.23 | | 5-Year | 0.67 | 0.49 | 0.18 | 0.33 | 0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.55 | 45.26 | -3.71 | 45.76 | -4.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.63 | -15.99 | -2.64 | -18.25 | -0.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TENAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.77 | -37.79 | 2.02 | | 2007 | | | 4.58 | 6.16 | -1.58 | | 2006 | | | 17.12 | 14.17 | 2.95 | | 2005 | | | 3.26 | 5.88 | -2.62 | | 2004 | | | 8.37 | 10.02 | -1.65 | | 2003 | | | 30.83 | 27.05 | 3.78 | | 2002 | | | -21.65 | -22.25 | 0.60 | | 2001 | | | -8.93 | -13.50 | 4.57 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TENAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.71 | 16.00 | 13.07 | N/A | | 2008 | -10.77 | -0.77 | -5.74 | -23.04 | | 2007 | -1.73 | 6.34 | 2.81 | -2.66 | | 2006 | 4.80 | -1.33 | 6.13 | 6.73 | | 2005 | -2.30 | 0.23 | 2.84 | 2.53 | | 2004 | 0.50 | 2.51 | -4.62 | 10.29 | | 2003 | -3.54 | 18.78 | 1.76 | 12.21 | | 2002 | 2.37 | -12.88 | -20.18 | 10.05 | | 2001 | -10.26 | 1.96 | -12.52 | 13.78 | | 2000 | N/A | N/A | 0.49 | -0.59 | | 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 | 1308 | 2013 | 64.98 | | 1-Month | 126 | 2110 | 5.97 | | 3-Month | 438 | 2090 | 20.96 | | 6-Month | 1557 | 2049 | 75.99 | | 1-Year | 1220 | 1999 | 61.03 | | 3-Year | 610 | 1694 | 36.01 | | 5-Year | 506 | 1352 | 37.43 |
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