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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.80% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.94% | |
Worst 1-Yr Total Return (2008): | -39.80% | |
Best 3-Yr Total Return (2005-7): | 12.47% | |
Worst 3-Yr Total Return (2006-8): | -8.19% |
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| 1-Year: | -16.05% | | 3-Year: | -6.02% | | 5-Year: | 0.84% | | 10-Year: | 1.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNACX | Category | Diff | Index* | Diff | | Year To Date | 16.80 | 24.15 | -7.35 | 17.05 | -0.25 | | 1-Month | -1.47 | -2.25 | 0.78 | -1.86 | 0.39 | | 3-Month | 5.40 | 4.52 | 0.88 | 5.48 | -0.08 | | 1-Year | 6.89 | 15.35 | -8.46 | 9.80 | -2.91 | | 3-Year | -5.37 | -4.95 | -0.42 | -7.02 | 1.65 | | 5-Year | 1.56 | 0.99 | 0.57 | 0.33 | 1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.23 | 42.81 | -3.58 | 45.76 | -6.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.30 | -17.14 | -8.16 | -18.25 | -7.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.80 | -40.67 | 0.87 | | 2007 | | | 13.94 | 13.35 | 0.59 | | 2006 | | | 12.80 | 7.05 | 5.75 | | 2005 | | | 10.69 | 6.71 | 3.98 | | 2004 | | | 7.35 | 7.81 | -0.46 | | 2003 | | | 19.58 | 28.66 | -9.08 | | 2002 | | | -22.95 | -27.64 | 4.69 | | 2001 | | | -15.45 | -22.30 | 6.85 | | 2000 | | | 20.15 | -13.05 | 33.20 | | 1999 | | | 25.72 | 38.87 | -13.15 |
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| PAST QUARTERLY RETURNS (%) FOR
UNACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.65 | 16.03 | 13.08 | N/A | | 2008 | -10.17 | 2.45 | -12.94 | -24.85 | | 2007 | 1.71 | 8.77 | 5.82 | -2.67 | | 2006 | 3.10 | -2.15 | 3.22 | 8.32 | | 2005 | 0.98 | 1.62 | 5.41 | 2.33 | | 2004 | 0.35 | 0.61 | -2.42 | 8.96 | | 2003 | -3.53 | 11.96 | 0.58 | 10.08 | | 2002 | -1.11 | -9.23 | -16.16 | 2.39 | | 2001 | -12.59 | 2.56 | -12.37 | 7.63 | | 2000 | 11.71 | -5.77 | 10.93 | 2.91 | | 1999 | N/A | N/A | N/A | 24.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1549 | 1802 | 85.96 | | 1-Month | 963 | 1890 | 50.95 | | 3-Month | 923 | 1884 | 48.99 | | 6-Month | 1333 | 1827 | 72.96 | | 1-Year | 1269 | 1797 | 70.62 | | 3-Year | 836 | 1518 | 55.07 | | 5-Year | 410 | 1251 | 32.77 |
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0.01% Nasdaq 
0.22%
Performance
