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| Morningstar Return Rating: | High | | Year to Date Return: | 48.24% | | 5-Year Average Return: | 7.41% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.95% | |
Worst 1-Yr Total Return (2008): | -26.05% | |
Best 3-Yr Total Return (2004-6): | 7.96% | |
Worst 3-Yr Total Return (2006-8): | -3.94% |
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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 | YACKX | Category | Diff | Index* | Diff | | Year To Date | 48.24 | 15.79 | 32.45 | 17.05 | 31.19 | | 1-Month | 0.14 | -2.21 | 2.35 | -1.86 | 2 | | 3-Month | 10.38 | 5.62 | 4.76 | 5.48 | 4.9 | | 1-Year | 41.95 | 9.52 | 32.43 | 9.80 | 32.15 | | 3-Year | 5.26 | -8.36 | 13.62 | -7.02 | 12.28 | | 5-Year | 7.41 | 0.18 | 7.23 | 0.33 | 7.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.62 | 46.84 | 34.78 | 45.76 | 35.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 13.77 | -16.40 | 30.17 | -18.25 | 32.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | YACKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.05 | -37.09 | 11.04 | | 2007 | | | 3.39 | 1.42 | 1.97 | | 2006 | | | 15.95 | 18.15 | -2.20 | | 2005 | | | -1.30 | 5.95 | -7.25 | | 2004 | | | 9.93 | 12.97 | -3.04 | | 2003 | | | 33.03 | 28.44 | 4.59 | | 2002 | | | 11.41 | -18.69 | 30.10 | | 2001 | | | 19.46 | -4.99 | 24.45 | | 2000 | | | 13.46 | 7.87 | 5.59 | | 1999 | | | -16.90 | 6.72 | -23.62 |
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| PAST QUARTERLY RETURNS (%) FOR
YACKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.75 | 34.83 | 19.02 | N/A | | 2008 | -5.75 | -7.84 | 4.39 | -18.44 | | 2007 | -0.19 | 3.62 | -0.06 | 0.03 | | 2006 | 4.09 | -0.26 | 6.70 | 4.68 | | 2005 | -1.76 | 0.46 | -0.20 | 0.21 | | 2004 | 0.00 | 1.51 | -3.30 | 11.99 | | 2003 | -5.92 | 20.26 | 2.58 | 14.62 | | 2002 | 5.29 | 0.00 | -6.81 | 13.55 | | 2001 | -0.10 | 6.13 | -3.95 | 17.31 | | 2000 | -8.72 | 5.26 | 5.33 | 12.12 | | 1999 | N/A | N/A | N/A | -2.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 1335 | 1.95 | | 1-Month | 110 | 1379 | 7.98 | | 3-Month | 68 | 1368 | 4.97 | | 6-Month | 26 | 1346 | 1.93 | | 1-Year | 11 | 1318 | 0.83 | | 3-Year | 2 | 1124 | 0.18 | | 5-Year | 3 | 934 | 0.32 |
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0.34% Nasdaq 
Performance
