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Quarter End Performance

Average Annualized Total Returns Period Ending March 31st, 2017

1 Year 5 Year 10 Year Since Inception Inception Date
Upgrader Fund
11.47
9.39
3.93
7.06
11-01-01
Aggressive Upgrader
6.52
7.56
3.22
7.40
07-01-02
Conservative Upgrader
10.60
7.34
4.21
6.63
07-01-02
Flexible Income
5.76
3.62
4.02
5.09
07-01-02
Tactical Upgrader
10.59
3.98
N/A
-3.64
02-29-08
S&P 500 Index
17.17
13.30
7.51
N/A
N/A
Barc Agg Bond Index
0.44
2.34
4.27
N/A
N/A
MSCI ACWI
15.04
8.37
4.00
N/A
N/A
Long-Short Equity
10.59
3.98
N/A
N/A
N/A
  Expense Ratio
Upgrader Fund 1.84
Aggressive Upgrader 2.07
Conservative Upgrader 1.95
Flexible Income 1.58
Tactical Upgrader 1.77
Flexible Total Return 2.42

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data quoted is current to the most recent month end. Returns shown are cumulative, unless otherwise noted. The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. The MSCI All Country World Index (ACWI) is a market capitalization weighted index that is designed to measure the equity-market performance throughout the world. The Barclay’s Aggregrate Bond Index is a market-capitalization-weighted index of investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year. Morningstar Long-Short equity funds hold sizable stakes in both long and short positions. Morningstar Multialternative funds have a majority of their assets exposed to several different alternative strategies. You cannot invest directly in an index.