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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.10% | | 5-Year Average Return: | 0.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.94% | |
Worst 1-Yr Total Return (2008): | -37.53% | |
Best 3-Yr Total Return (2005-7): | 10.22% | |
Worst 3-Yr Total Return (2006-8): | -6.90% |
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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 | UMEQX | Category | Diff | Index* | Diff | | Year To Date | 16.10 | 18.65 | -2.55 | 17.05 | -0.95 | | 1-Month | -2.27 | -2.18 | -0.09 | -1.86 | -0.41 | | 3-Month | 4.43 | 5.08 | -0.65 | 5.48 | -1.05 | | 1-Year | 9.32 | 11.86 | -2.54 | 9.80 | -0.48 | | 3-Year | -6.35 | -6.78 | 0.43 | -7.02 | 0.67 | | 5-Year | 0.91 | 0.49 | 0.42 | 0.33 | 0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.48 | 45.26 | -3.78 | 45.76 | -4.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.24 | -15.99 | -4.25 | -18.25 | -1.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UMEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.53 | -37.79 | 0.26 | | 2007 | | | 10.47 | 6.16 | 4.31 | | 2006 | | | 16.94 | 14.17 | 2.77 | | 2005 | | | 3.66 | 5.88 | -2.22 | | 2004 | | | 10.08 | 10.02 | 0.06 | | 2003 | | | 26.55 | 27.05 | -0.50 | | 2002 | | | -20.58 | -22.25 | 1.67 | | 2001 | | | -16.10 | -13.50 | -2.60 | | 2000 | | | -8.19 | -6.31 | -1.88 | | 1999 | | | 22.81 | 20.16 | 2.65 |
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| PAST QUARTERLY RETURNS (%) FOR
UMEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.61 | 15.50 | 13.78 | N/A | | 2008 | -8.02 | -0.42 | -11.40 | -23.02 | | 2007 | 1.26 | 7.56 | 2.59 | -1.14 | | 2006 | 7.01 | -2.44 | 4.83 | 6.86 | | 2005 | -0.17 | 1.55 | 1.72 | 0.51 | | 2004 | 0.96 | 0.91 | -1.74 | 9.96 | | 2003 | -3.02 | 13.25 | 3.28 | 11.57 | | 2002 | -0.68 | -11.99 | -15.18 | 7.12 | | 2001 | -15.34 | 6.22 | -15.44 | 10.33 | | 2000 | 6.14 | -2.68 | -1.58 | -9.70 | | 1999 | N/A | N/A | N/A | 16.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1429 | 2013 | 70.99 | | 1-Month | 1540 | 2110 | 72.99 | | 3-Month | 1546 | 2090 | 73.97 | | 6-Month | 1331 | 2049 | 64.96 | | 1-Year | 1057 | 1999 | 52.88 | | 3-Year | 597 | 1694 | 35.24 | | 5-Year | 399 | 1352 | 29.51 |
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1.00% Nasdaq 0.00%
Performance
