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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.56% | | 5-Year Average Return: | -2.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.38% | |
Worst 1-Yr Total Return (2008): | -41.52% | |
Best 3-Yr Total Return (2004-6): | 11.81% | |
Worst 3-Yr Total Return (2006-8): | -12.66% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USBOX | Category | Diff | Index* | Diff | | Year To Date | 16.56 | 25.10 | -8.54 | 24.07 | -7.51 | | 1-Month | 5.21 | 5.28 | -0.07 | 6.00 | -0.79 | | 3-Month | 4.90 | 7.01 | -2.11 | 7.91 | -3.01 | | 1-Year | 18.65 | 28.01 | -9.36 | 25.39 | -6.74 | | 3-Year | -12.30 | -5.87 | -6.43 | -5.79 | -6.51 | | 5-Year | -2.48 | 0.64 | -3.12 | 0.71 | -3.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.90 | 46.08 | -11.18 | 45.76 | -10.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.15 | -17.41 | -5.74 | -18.25 | -4.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USBOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.52 | -37.79 | -3.73 | | 2007 | | | -2.09 | 6.16 | -8.25 | | 2006 | | | 16.38 | 14.17 | 2.21 | | 2005 | | | 10.56 | 5.88 | 4.68 | | 2004 | | | 8.63 | 10.02 | -1.39 | | 2003 | | | 18.24 | 27.05 | -8.81 | | 2002 | | | -24.19 | -22.25 | -1.94 | | 2001 | | | -18.08 | -13.50 | -4.58 | | 2000 | | | -16.85 | -6.31 | -10.54 | | 1999 | | | 41.12 | 20.16 | 20.96 |
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| PAST QUARTERLY RETURNS (%) FOR
USBOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.24 | 15.53 | 8.82 | N/A | | 2008 | -10.50 | -0.21 | -14.03 | -23.84 | | 2007 | 2.40 | 3.70 | -0.96 | -6.90 | | 2006 | 3.07 | -1.15 | 6.37 | 7.38 | | 2005 | -0.62 | 1.94 | 6.09 | 2.86 | | 2004 | 2.18 | -1.80 | -0.84 | 9.18 | | 2003 | -5.05 | 10.75 | 1.60 | 10.67 | | 2002 | -3.31 | -14.22 | -13.50 | 5.65 | | 2001 | -17.11 | 6.59 | -19.50 | 15.18 | | 2000 | 6.37 | -3.71 | -4.45 | -15.03 | | 1999 | N/A | N/A | N/A | 38.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1778 | 2021 | 87.98 | | 1-Month | 42 | 2113 | 1.99 | | 3-Month | 1045 | 2091 | 49.98 | | 6-Month | 2043 | 2064 | 98.98 | | 1-Year | 1497 | 2011 | 74.44 | | 3-Year | 1401 | 1707 | 82.07 | | 5-Year | 1084 | 1360 | 79.71 |
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0.28% Nasdaq 
Performance
