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| Morningstar Return Rating: | High | | Year to Date Return: | 27.82% | | 5-Year Average Return: | 7.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.22% | |
Worst 1-Yr Total Return (2008): | -33.25% | |
Best 3-Yr Total Return (2005-7): | 16.13% | |
Worst 3-Yr Total Return (2006-8): | -3.74% |
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| 1-Year: | 2.37% | | 3-Year: | 2.22% | | 5-Year: | 8.45% | | 10-Year: | 5.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNSCX | Category | Diff | Index* | Diff | | Year To Date | 27.82 | 44.15 | -16.33 | 17.05 | 10.77 | | 1-Month | -3.74 | -3.44 | -0.3 | -1.86 | -1.88 | | 3-Month | 1.80 | 4.68 | -2.88 | 5.48 | -3.68 | | 1-Year | 26.96 | 31.89 | -4.93 | 9.80 | 17.16 | | 3-Year | 2.50 | -1.81 | 4.31 | -7.02 | 9.52 | | 5-Year | 7.79 | 2.63 | 5.16 | 0.33 | 7.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.75 | 57.15 | -12.4 | 45.76 | -1.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.38 | -10.30 | 4.92 | -18.25 | 12.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.25 | -45.33 | 12.08 | | 2007 | | | 24.22 | 16.12 | 8.10 | | 2006 | | | 7.57 | 7.08 | 0.49 | | 2005 | | | 17.20 | 5.76 | 11.44 | | 2004 | | | 16.20 | 4.24 | 11.96 | | 2003 | | | 32.01 | 55.77 | -23.76 | | 2002 | | | -26.78 | -42.86 | 16.08 | | 2001 | | | -13.41 | -36.89 | 23.48 | | 2000 | | | -13.96 | -31.36 | 17.40 | | 1999 | | | 102.93 | 129.22 | -26.29 |
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| PAST QUARTERLY RETURNS (%) FOR
UNSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.65 | 14.79 | 13.79 | N/A | | 2008 | -9.33 | 2.35 | -12.07 | -18.20 | | 2007 | 4.61 | 8.20 | 7.18 | 2.39 | | 2006 | 5.77 | -5.20 | 4.22 | 2.93 | | 2005 | -2.79 | 6.82 | 7.59 | 4.89 | | 2004 | 3.58 | 2.59 | -4.63 | 14.66 | | 2003 | -1.33 | 10.01 | 6.93 | 13.72 | | 2002 | -6.70 | -15.51 | -9.45 | 2.57 | | 2001 | -19.91 | 6.19 | -12.42 | 16.25 | | 2000 | 18.56 | -17.53 | 1.83 | -13.59 | | 1999 | N/A | N/A | N/A | 61.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 204 | 220 | 92.73 | | 1-Month | 198 | 234 | 84.62 | | 3-Month | 193 | 228 | 84.65 | | 6-Month | 177 | 222 | 79.73 | | 1-Year | 146 | 212 | 68.87 | | 3-Year | 13 | 203 | 6.40 | | 5-Year | 11 | 190 | 5.79 |
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0.50% Nasdaq 
0.04 (0.44%) 
Performance
