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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.63% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.90% | |
Worst 1-Yr Total Return (2008): | -19.48% | |
Best 3-Yr Total Return (2005-7): | 9.44% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
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| 1-Year: | -5.84% | | 3-Year: | -0.57% | | 5-Year: | 3.38% | | 10-Year: | 3.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNCIX | Category | Diff | Index* | Diff | | Year To Date | 8.63 | 18.16 | -9.53 | N/A | N/A | | 1-Month | -1.93 | -1.24 | -0.69 | N/A | N/A | | 3-Month | 3.12 | 4.71 | -1.59 | N/A | N/A | | 1-Year | 8.86 | 15.73 | -6.87 | N/A | N/A | | 3-Year | 0.21 | -2.66 | 2.87 | N/A | N/A | | 5-Year | 3.91 | 2.10 | 1.81 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.40 | 33.32 | -10.92 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.33 | -8.51 | -0.82 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.48 | -28.00 | 8.52 | | 2007 | | | 12.90 | 5.99 | 6.91 | | 2006 | | | 10.85 | 11.29 | -0.44 | | 2005 | | | 4.74 | 5.13 | -0.39 | | 2004 | | | 7.58 | 8.86 | -1.28 | | 2003 | | | 19.11 | 20.35 | -1.24 | | 2002 | | | -9.26 | -12.02 | 2.76 | | 2001 | | | -7.69 | -5.05 | -2.64 | | 2000 | | | 5.77 | 1.82 | 3.95 | | 1999 | | | 11.05 | 10.71 | 0.34 |
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| PAST QUARTERLY RETURNS (%) FOR
UNCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.66 | 6.02 | 10.75 | N/A | | 2008 | -4.42 | -1.06 | -5.60 | -9.81 | | 2007 | 0.53 | 4.95 | 6.58 | 0.39 | | 2006 | 3.36 | 0.28 | 3.27 | 3.57 | | 2005 | -1.40 | 2.04 | 1.60 | 2.47 | | 2004 | 0.53 | 1.12 | -1.28 | 7.19 | | 2003 | -1.01 | 8.69 | 2.02 | 8.51 | | 2002 | 1.43 | -5.85 | -7.73 | 2.97 | | 2001 | -6.31 | 2.33 | -7.27 | 3.84 | | 2000 | 4.98 | -0.86 | 0.24 | 1.38 | | 1999 | N/A | N/A | N/A | 9.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1150 | 1211 | 94.96 | | 1-Month | 138 | 1258 | 10.97 | | 3-Month | 464 | 1256 | 36.94 | | 6-Month | 1171 | 1220 | 95.98 | | 1-Year | 817 | 1204 | 67.86 | | 3-Year | 51 | 950 | 5.37 | | 5-Year | 58 | 796 | 7.29 |
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Performance
