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| Morningstar Return Rating: | | | Year to Date Return: | 10.67% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | YTRIX | Category | Diff | Index* | Diff | | Year To Date | 10.67 | 13.54 | -2.87 | 6.24 | 4.43 | | 1-Month | -1.78 | 0.89 | -2.67 | 0.49 | -2.27 | | 3-Month | 2.74 | 4.14 | -1.4 | 2.60 | 0.14 | | 1-Year | 6.62 | 17.86 | -11.24 | 13.79 | -7.17 | | 3-Year | -4.71 | 4.54 | -9.25 | 6.35 | -11.06 | | 5-Year | N/A | 3.85 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.77 | 13.81 | 8.96 | 7.06 | 15.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.55 | 6.49 | -15.04 | 7.94 | -16.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | YTRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -4.70 | N/A | | 2007 | | | N/A | 4.70 | N/A | | 2006 | | | N/A | 4.15 | N/A | | 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
YTRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.77 | 14.06 | 9.50 | N/A | | 2008 | N/A | 0.51 | -14.04 | -5.36 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 718 | 1122 | 63.99 | | 1-Month | 1152 | 1164 | 98.97 | | 3-Month | 1154 | 1154 | 100.00 | | 6-Month | 226 | 1133 | 19.95 | | 1-Year | 902 | 1113 | 81.04 | | 3-Year | | 957 | N/A | | 5-Year | | 845 | N/A |
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1.23% Nasdaq 
Performance
