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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.23% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.04% | |
Worst 1-Yr Total Return (2008): | -54.02% | |
Best 3-Yr Total Return (2006-8): | -18.09% | |
Worst 3-Yr Total Return (2006-8): | -18.09% |
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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 | YQCEX | Category | Diff | Index* | Diff | | Year To Date | 17.23 | 25.10 | -7.87 | 24.07 | -6.84 | | 1-Month | 6.08 | 5.28 | 0.8 | 6.00 | 0.08 | | 3-Month | 5.08 | 7.01 | -1.93 | 7.91 | -2.83 | | 1-Year | 21.87 | 28.01 | -6.14 | 25.39 | -3.52 | | 3-Year | -17.35 | -5.87 | -11.48 | -5.79 | -11.56 | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.52 | 46.08 | 9.44 | 45.76 | 9.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.51 | -17.41 | -25.1 | -18.25 | -24.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | YQCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.02 | -37.79 | -16.23 | | 2007 | | | 3.90 | 6.16 | -2.26 | | 2006 | | | 15.04 | 14.17 | 0.87 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
YQCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -23.74 | 25.07 | 20.93 | N/A | | 2008 | -10.61 | 0.00 | -15.95 | -38.80 | | 2007 | -0.94 | 5.19 | 4.77 | -4.83 | | 2006 | 5.94 | -1.19 | 2.88 | 6.83 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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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 | 422 | 2113 | 19.97 | | 3-Month | 1463 | 2091 | 69.97 | | 6-Month | 123 | 2064 | 5.96 | | 1-Year | 974 | 2011 | 48.43 | | 3-Year | 1446 | 1707 | 84.71 | | 5-Year | | 1360 | N/A |
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