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| Morningstar Return Rating: | Above average | | Year to Date Return: | 40.30% | | 5-Year Average Return: | 4.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.27% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2004-6): | 13.17% | |
Worst 3-Yr Total Return (2006-8): | -8.26% |
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| 1-Year: | 2.89% | | 3-Year: | -0.33% | | 5-Year: | 5.48% | | 10-Year: | 3.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNECX | Category | Diff | Index* | Diff | | Year To Date | 40.30 | 31.59 | 8.71 | 24.07 | 16.23 | | 1-Month | 2.97 | 4.49 | -1.52 | 6.00 | -3.03 | | 3-Month | 5.05 | 6.16 | -1.11 | 7.91 | -2.86 | | 1-Year | 44.05 | 35.24 | 8.81 | 25.39 | 18.66 | | 3-Year | -0.43 | -5.04 | 4.61 | -5.79 | 5.36 | | 5-Year | 4.74 | 1.47 | 3.27 | 0.71 | 4.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.55 | 48.99 | 16.56 | 45.76 | 19.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.71 | -20.53 | 15.82 | -18.25 | 13.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.54 | -43.77 | 6.23 | | 2007 | | | 13.56 | 15.09 | -1.53 | | 2006 | | | 8.86 | 9.00 | -0.14 | | 2005 | | | 11.65 | 9.84 | 1.81 | | 2004 | | | 19.27 | 13.23 | 6.04 | | 2003 | | | 33.86 | 35.96 | -2.10 | | 2002 | | | -27.57 | -27.24 | -0.33 | | 2001 | | | -18.05 | -19.98 | 1.93 | | 2000 | | | -14.97 | -4.78 | -10.19 | | 1999 | | | 63.42 | 60.49 | 2.93 |
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| PAST QUARTERLY RETURNS (%) FOR
UNECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.71 | 22.24 | 20.49 | N/A | | 2008 | -10.49 | -1.72 | -7.76 | -23.02 | | 2007 | 3.25 | 7.44 | 2.53 | -0.16 | | 2006 | 7.87 | -4.74 | 1.44 | 4.44 | | 2005 | -4.51 | 5.06 | 6.90 | 4.10 | | 2004 | 3.01 | 6.23 | -3.83 | 13.33 | | 2003 | -1.75 | 19.82 | 2.53 | 10.90 | | 2002 | -3.05 | -15.86 | -16.67 | 6.54 | | 2001 | -18.40 | 11.21 | -21.53 | 15.09 | | 2000 | 7.18 | -12.14 | 2.64 | -12.03 | | 1999 | N/A | N/A | N/A | 46.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 107 | 827 | 12.94 | | 1-Month | 273 | 881 | 30.99 | | 3-Month | 369 | 879 | 41.98 | | 6-Month | 43 | 862 | 4.99 | | 1-Year | 98 | 825 | 11.88 | | 3-Year | 40 | 734 | 5.45 | | 5-Year | 49 | 632 | 7.75 |
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0.49% Nasdaq 
Performance
