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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.73% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 8.12% | |
Worst 1-Yr Total Return (2008): | -19.27% | |
Best 3-Yr Total Return (2006-8): | -5.76% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
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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 | YQTRX | Category | Diff | Index* | Diff | | Year To Date | 10.73 | 14.86 | -4.13 | 7.61 | 3.12 | | 1-Month | -0.40 | 1.13 | -1.53 | 1.29 | -1.69 | | 3-Month | 0.46 | 3.76 | -3.3 | 2.86 | -2.4 | | 1-Year | 19.22 | 18.84 | 0.38 | 11.63 | 7.59 | | 3-Year | -4.97 | 4.58 | -9.55 | 6.40 | -11.37 | | 5-Year | N/A | 4.20 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.88 | 13.91 | 8.97 | 7.06 | 15.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.26 | 6.57 | -14.83 | 7.94 | -16.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | YQTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.27 | -4.70 | -14.57 | | 2007 | | | -4.12 | 4.70 | -8.82 | | 2006 | | | 8.12 | 4.15 | 3.97 | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
YQTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.56 | 14.01 | 9.61 | N/A | | 2008 | -1.41 | 0.66 | -14.08 | -5.32 | | 2007 | 1.35 | -2.08 | -0.69 | -2.71 | | 2006 | 1.49 | 0.69 | 3.39 | 2.33 | | 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 | 641 | 1126 | 56.93 | | 1-Month | 23 | 1168 | 1.97 | | 3-Month | 1146 | 1158 | 98.96 | | 6-Month | 741 | 1140 | 65.00 | | 1-Year | 86 | 1120 | 7.68 | | 3-Year | 823 | 970 | 84.85 | | 5-Year | | 854 | N/A |
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