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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.44% | | 5-Year Average Return: | -2.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.38% | |
Worst 1-Yr Total Return (2008): | -36.25% | |
Best 3-Yr Total Return (2004-6): | 6.46% | |
Worst 3-Yr Total Return (2006-8): | -11.68% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TORRX | Category | Diff | Index* | Diff | | Year To Date | 19.44 | 18.65 | 0.79 | 17.05 | 2.39 | | 1-Month | -1.52 | -2.18 | 0.66 | -1.86 | 0.34 | | 3-Month | 7.80 | 5.08 | 2.72 | 5.48 | 2.32 | | 1-Year | 7.45 | 11.86 | -4.41 | 9.80 | -2.35 | | 3-Year | -8.65 | -6.78 | -1.87 | -7.02 | -1.63 | | 5-Year | -2.48 | 0.49 | -2.97 | 0.33 | -2.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.06 | 45.26 | 0.8 | 45.76 | 0.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.07 | -15.99 | -2.08 | -18.25 | 0.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TORRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.25 | -37.79 | 1.54 | | 2007 | | | -2.98 | 6.16 | -9.14 | | 2006 | | | 11.38 | 14.17 | -2.79 | | 2005 | | | 1.28 | 5.88 | -4.60 | | 2004 | | | 6.96 | 10.02 | -3.06 | | 2003 | | | 26.17 | 27.05 | -0.88 | | 2002 | | | -12.73 | -22.25 | 9.52 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TORRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.12 | 16.15 | 18.82 | N/A | | 2008 | -10.14 | -5.22 | -3.93 | -22.08 | | 2007 | 1.22 | 4.60 | -4.07 | -4.48 | | 2006 | 5.22 | -5.07 | 5.20 | 6.00 | | 2005 | -3.62 | 0.49 | 3.09 | 1.44 | | 2004 | 1.46 | 0.98 | -2.62 | 7.20 | | 2003 | -3.21 | 16.63 | 0.84 | 10.84 | | 2002 | 6.70 | -13.75 | -13.84 | 10.07 | | 2001 | N/A | N/A | -9.50 | 14.90 | | 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 | 865 | 2013 | 42.97 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 125 | 2090 | 5.98 | | 6-Month | 737 | 2049 | 35.97 | | 1-Year | 937 | 1999 | 46.87 | | 3-Year | 1117 | 1694 | 65.94 | | 5-Year | 1020 | 1352 | 75.44 |
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1.23% Nasdaq 0.00%
Performance
