| ABC Company Non-Registered Fund |
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Please click on the Investment Option Disclosure link above for more information.
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| Release date as of 2011-03-31. Data on page is subject to change. |
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| Growth of $10,000 |
from 2007-04-15 to 2011-03-31 |
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Investment: |
ABC Company Non-Registered Fund |
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Category: |
Large Blend |
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Index: |
S&P 500 TR |
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This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
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| Calendar Year Total Returns |
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2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
2010 |
03-11 |
| Total return % |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
13.5 |
5.5 |
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+/- S&P 500 TR |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
-1.6 |
-0.5 |
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+/- Russell 1000 TR USD |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
-2.6 |
-0.8 |
| +/- Category |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
-0.5 |
-0.1 |
| % Rank in Cat |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
56 |
57 |
| # of Funds |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
--- |
2010 |
2095 |
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| Data through 2011-03-31 |
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| Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown. |
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Total Return % |
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+/- S&P 500 TR |
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+/- Russell 1000 TR USD |
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% Rank in Cat |
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# of Funds |
| 1-Month |
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-0.19 |
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-0.23 |
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-0.45 |
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77 |
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2100 |
| 3-Month |
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5.46 |
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-0.46 |
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-0.78 |
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57 |
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2095 |
| Year-to-date |
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5.46 |
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-0.46 |
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-0.78 |
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57 |
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2095 |
| 1-Year |
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13.89 |
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-1.76 |
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-2.80 |
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62 |
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1983 |
| 3-Year Annualized |
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--- |
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--- |
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1757 |
| 5-Year Annualized |
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--- |
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--- |
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| 10-Year Annualized |
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--- |
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--- |
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--- |
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816 |
| Since Inception |
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16.75 |
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--- |
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--- |
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--- |
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--- |
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| Quarterly Trailing Average Annualized Total Returns |
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| YTD |
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| Total Avg. Ann. Return % |
5.46 |
13.89 |
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16.75 |
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© Copyright Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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