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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.34% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.66% | |
Worst 1-Yr Total Return (2008): | -36.95% | |
Best 3-Yr Total Return (2004-6): | 10.62% | |
Worst 3-Yr Total Return (2006-8): | -8.79% |
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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 | WINDX | Category | Diff | Index* | Diff | | Year To Date | 17.34 | 18.65 | -1.31 | 17.05 | 0.29 | | 1-Month | -2.49 | -2.18 | -0.31 | -1.86 | -0.63 | | 3-Month | 5.26 | 5.08 | 0.18 | 5.48 | -0.22 | | 1-Year | 10.21 | 11.86 | -1.65 | 9.80 | 0.41 | | 3-Year | -7.07 | -6.78 | -0.29 | -7.02 | -0.05 | | 5-Year | 0.38 | 0.49 | -0.11 | 0.33 | 0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.28 | 45.26 | 1.02 | 45.76 | 0.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.67 | -15.99 | -2.68 | -18.25 | -0.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WINDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.95 | -37.79 | 0.84 | | 2007 | | | 4.97 | 6.16 | -1.19 | | 2006 | | | 14.66 | 14.17 | 0.49 | | 2005 | | | 5.83 | 5.88 | -0.05 | | 2004 | | | 11.56 | 10.02 | 1.54 | | 2003 | | | 30.05 | 27.05 | 3.00 | | 2002 | | | -21.07 | -22.25 | 1.18 | | 2001 | | | -10.59 | -13.50 | 2.91 | | 2000 | | | -10.82 | -6.31 | -4.51 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WINDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.82 | 15.94 | 16.39 | N/A | | 2008 | -9.51 | -1.78 | -8.61 | -22.38 | | 2007 | 1.33 | 5.75 | 1.48 | -3.46 | | 2006 | 5.09 | -2.06 | 4.12 | 6.99 | | 2005 | -2.37 | 2.23 | 3.87 | 2.09 | | 2004 | 2.51 | 1.17 | -2.00 | 9.77 | | 2003 | -3.24 | 16.01 | 3.39 | 12.06 | | 2002 | 0.88 | -12.76 | -16.75 | 7.73 | | 2001 | -12.50 | 7.31 | -15.79 | 13.08 | | 2000 | 3.39 | -4.51 | 0.26 | -9.90 | | 1999 | N/A | N/A | N/A | 16.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1046 | 2013 | 51.96 | | 1-Month | 1350 | 2110 | 63.98 | | 3-Month | 1274 | 2090 | 60.96 | | 6-Month | 1188 | 2049 | 57.98 | | 1-Year | 811 | 1999 | 40.57 | | 3-Year | 717 | 1694 | 42.33 | | 5-Year | 524 | 1352 | 38.76 |
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0.22% Nasdaq 
Performance
