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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.95% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.80% | |
Worst 1-Yr Total Return (2008): | -35.34% | |
Best 3-Yr Total Return (2005-7): | 12.04% | |
Worst 3-Yr Total Return (2006-8): | -5.44% |
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| 1-Year: | -10.74% | | 3-Year: | -3.96% | | 5-Year: | 2.77% | | 10-Year: | 0.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNIBX | Category | Diff | Index* | Diff | | Year To Date | 19.95 | 31.20 | -11.25 | 24.07 | -4.12 | | 1-Month | 4.88 | 5.67 | -0.79 | 6.00 | -1.12 | | 3-Month | 5.13 | 8.18 | -3.05 | 7.91 | -2.78 | | 1-Year | 20.36 | 34.04 | -13.68 | 25.39 | -5.03 | | 3-Year | -4.11 | -3.89 | -0.22 | -5.79 | 1.68 | | 5-Year | 2.05 | 1.25 | 0.8 | 0.71 | 1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.72 | 43.84 | -2.12 | 45.76 | -4.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.91 | -18.03 | 0.12 | -18.25 | 0.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.34 | -40.67 | 5.33 | | 2007 | | | 12.92 | 13.35 | -0.43 | | 2006 | | | 15.80 | 7.05 | 8.75 | | 2005 | | | 7.55 | 6.71 | 0.84 | | 2004 | | | 8.60 | 7.81 | 0.79 | | 2003 | | | 16.01 | 28.66 | -12.65 | | 2002 | | | -23.04 | -27.64 | 4.60 | | 2001 | | | -16.10 | -22.30 | 6.20 | | 2000 | | | 8.43 | -13.05 | 21.48 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
UNIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 13.77 | 17.11 | N/A | | 2008 | -10.82 | 2.89 | -11.24 | -20.61 | | 2007 | 0.00 | 7.45 | 5.81 | -0.68 | | 2006 | 6.34 | 1.93 | 1.83 | 4.92 | | 2005 | 0.37 | 1.10 | 3.99 | 1.92 | | 2004 | -1.80 | 2.04 | 0.20 | 8.17 | | 2003 | -5.57 | 11.55 | -1.10 | 11.36 | | 2002 | -2.14 | -12.04 | -16.60 | 7.21 | | 2001 | -14.74 | 3.36 | -14.77 | 11.71 | | 2000 | 11.44 | -0.11 | 0.88 | -3.45 | | 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 | 1672 | 1818 | 91.97 | | 1-Month | 1848 | 1906 | 96.96 | | 3-Month | 1827 | 1904 | 95.96 | | 6-Month | 1362 | 1866 | 72.99 | | 1-Year | 1463 | 1815 | 80.61 | | 3-Year | 785 | 1537 | 51.07 | | 5-Year | 318 | 1273 | 24.98 |
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0.51% Nasdaq 
Performance
