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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.92% | | 5-Year Average Return: | 3.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.81% | |
Worst 1-Yr Total Return (2008): | -34.47% | |
Best 3-Yr Total Return (2004-6): | 10.23% | |
Worst 3-Yr Total Return (2006-8): | -7.52% |
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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 | USCRX | Category | Diff | Index* | Diff | | Year To Date | 29.92 | 18.16 | 11.76 | N/A | N/A | | 1-Month | 1.55 | -1.24 | 2.79 | N/A | N/A | | 3-Month | 10.26 | 4.71 | 5.55 | N/A | N/A | | 1-Year | 27.30 | 15.73 | 11.57 | N/A | N/A | | 3-Year | -2.05 | -2.66 | 0.61 | N/A | N/A | | 5-Year | 3.14 | 2.10 | 1.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.22 | 33.32 | 14.9 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.64 | -8.51 | -2.13 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.47 | -28.00 | -6.47 | | 2007 | | | 6.03 | 5.99 | 0.04 | | 2006 | | | 13.81 | 11.29 | 2.52 | | 2005 | | | 5.53 | 5.13 | 0.40 | | 2004 | | | 11.51 | 8.86 | 2.65 | | 2003 | | | 23.71 | 20.35 | 3.36 | | 2002 | | | -8.26 | -12.02 | 3.76 | | 2001 | | | -4.42 | -5.05 | 0.63 | | 2000 | | | 2.75 | 1.82 | 0.93 | | 1999 | | | 8.13 | 10.71 | -2.58 |
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| PAST QUARTERLY RETURNS (%) FOR
USCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.95 | 22.12 | 15.07 | N/A | | 2008 | -7.13 | -0.52 | -12.90 | -18.55 | | 2007 | 1.99 | 3.79 | 2.16 | -1.95 | | 2006 | 3.75 | -1.19 | 3.96 | 6.80 | | 2005 | -1.09 | 0.83 | 4.28 | 1.46 | | 2004 | 2.20 | 1.08 | -1.18 | 9.23 | | 2003 | -4.19 | 13.32 | 2.93 | 10.70 | | 2002 | 2.27 | -4.94 | -10.34 | 5.25 | | 2001 | -5.33 | 2.94 | -8.88 | 7.64 | | 2000 | 2.23 | 0.94 | -1.42 | 1.00 | | 1999 | N/A | N/A | N/A | 6.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 1211 | 3.96 | | 1-Month | 100 | 1258 | 7.95 | | 3-Month | 12 | 1256 | 0.96 | | 6-Month | 12 | 1220 | 0.98 | | 1-Year | 33 | 1204 | 2.74 | | 3-Year | 397 | 950 | 41.79 | | 5-Year | 220 | 796 | 27.64 |
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0.22% Nasdaq 
Performance
