Nasdaq - Delayed Quote USD

Wireless (WIREX)

15.91 -0.02 (-0.13%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.60%
5y Average Return 16.69%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 57.70%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 57.70%
Worst 3Y Total Return 4.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WIREX
Category
YTD
17.62%
12.31%
1-Month
4.01%
6.23%
3-Month
17.62%
8.63%
1-Year
53.58%
53.90%
3-Year
13.45%
27.50%
5-Year
19.16%
28.80%
10-Year
16.17%
18.74%
Last Bull Market
32.60%
24.03%
Last Bear Market
-22.72%
-20.41%

Annual Total Return (%) History

Year
WIREX
Category
2024
--
--
2023
57.70%
--
2022
-34.71%
--
2021
22.81%
--
2020
41.05%
55.91%
2019
36.66%
37.49%
2018
-4.47%
-3.21%
2017
29.76%
35.35%

2016
7.01%
10.84%
2015
3.56%
5.21%
2014
10.91%
12.55%
2013
22.62%
35.45%
2012
15.81%
13.08%
2011
-14.01%
-7.62%
2010
13.78%
20.00%
2009
56.79%
61.99%
2008
-53.45%
-45.33%
2007
31.82%
16.12%
2006
26.92%
7.08%
2005
9.19%
5.76%
2004
-5.22%
4.24%
2003
77.88%
55.77%
2002
-55.25%
-42.86%
2001
-54.26%
-36.89%
2000
--
-31.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 17.62% -- -- --
2023 20.78% 16.65% -3.71% 16.24%
2022 -11.15% -22.72% -8.91% 4.40%
2021 1.86% 9.46% -3.84% 14.55%
2020 -9.40% 24.15% 12.46% 11.51%
2019 19.35% 2.46% -4.56% 17.09%
2018 -1.83% 4.67% 7.50% -13.51%
2017 10.60% 2.80% 7.23% 6.45%
2016 1.66% -0.38% 6.67% -0.94%
2015 5.67% 1.75% -9.08% 5.94%

2014 -2.41% 7.13% 6.66% -0.53%
2013 1.91% 0.00% 9.04% 10.34%
2012 14.29% -7.04% 10.61% -1.45%
2011 1.38% -3.07% -15.85% 3.97%
2010 2.56% -6.14% 12.68% 4.90%
2009 -0.31% 26.01% 18.43% 5.39%
2008 -16.52% -0.69% -20.97% -28.95%
2007 3.03% 12.68% 14.19% -0.57%
2006 15.14% -6.68% 6.04% 11.39%
2005 -15.49% 9.63% 15.01% 2.46%
2004 1.99% -7.32% -15.79% 19.06%
2003 1.33% 37.12% 11.78% 14.53%
2002 -19.41% -35.63% -29.01% 21.51%
2001 -46.29% 11.13% -38.69% 25.00%
2000 -2.23% -41.40% -- --

Rank in Category (By Total Return)

YTD 9
1-Month 10
3-Month 9
1-Year 9
3-Year 11
5-Year 30

Load Adjusted Returns

1-Year 53.58%
3-Year 13.45%
5-Year 19.16%
10-Year 16.17%

Performance & Risk

YTD Return 12.60%
5y Average Return 16.69%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.33
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Wireless
Net Assets 8.07M
YTD Return 17.62%
Yield 0.00%
Morningstar Rating
Inception Date Apr 03, 2000

Fund Summary

The fund, under normal market conditions, invests at least 80% of its assets in the securities of companies engaged in the development, production, or distribution of wireless related products or services. It invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole, offering above-average prospects for capital appreciation and little or no emphasis on dividend income. The fund is non-diversified.

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