| 3-ALARM Fund | Underperformance (%) vs. Vanguard 500 Idx for calendar year: | ||||
|---|---|---|---|---|---|
| 1997 | 1998 | 1999 | 2000 | 2001 | |
| AXP Blue Chip Advantage A (IBLUX) | -7.02 | -5.78 | -0.64 | -2.46 | -5.01 |
| AXP Blue Chip Advantage B (IDBCX) | -8.02 | -6.42 | -1.6 | -3.09 | -5.66 |
| AXP Blue Chip Advantage Y (IBCYX) | -6.91 | -5.59 | -0.51 | -2.28 | -4.96 |
| Barclays Global Inv S&P 500 (WFSPX) | -0.12 | -0.21 | -0.57 | -0.28 | -0.09 |
| BlackRock Select Equity Inst (PNEIX) | -1.73 | -4.01 | -0.3 | -5.77 | -9.33 |
| BlackRock Select Equity Inv A (CEIAX) | -2.35 | -4.57 | -0.78 | -6.21 | -9.7 |
| BlackRock Select Equity Svc (PCESX) | -2.08 | -4.35 | -0.7 | -6.01 | -9.54 |
| Deutsche Equity 500 Index Inv (BTIEX) | -0.17 | -0.04 | -0.48 | -0.3 | -0.15 |
| Dreyfus Basic S&P 500 Stock (DSPIX) | -0.18 | -0.29 | -0.45 | -0.2 | -0.07 |
| Dreyfus Disc Stock (DDSTX) | -1.25 | -2 | -2.86 | -0.17 | -1.29 |
| Dreyfus Founders Growth and Income (FRMUX) | -13.75 | -10.84 | -6.1 | -10.51 | -5.52 |
| Dreyfus S&P 500 Index (PEOPX) | -0.56 | -0.54 | -0.82 | -0.51 | -0.34 |
| Eclipse Indexed Equity Sv (MAQSX) | -0.59 | -0.38 | -0.49 | -0.28 | -0.28 |
| Evergreen A (EVRAX) | -3.09 | -21.83 | -5.35 | -4.81 | -6.7 |
| Evergreen B (EVRBX) | -4.19 | -22.43 | -6.19 | -5.41 | -7.31 |
| Evergreen I (EVGRX) | -2.85 | -21.39 | -5.02 | -4.55 | -6.53 |
| Federated Max-Cap Index Instl (FISPX) | -0.5 | -0.35 | -0.66 | -0.54 | -0.2 |
| Federated Max-Cap Index Instl Svc (FMXSX) | -0.87 | -0.77 | -1.01 | -0.83 | -0.48 |
| Fidelity Adv Growth Oppty A (FAGAX) | -4.46 | -4.41 | -16.98 | -9.04 | -3 |
| Fidelity Adv Growth Oppty Inst (FAGCX) | -3.99 | -3.99 | -16.67 | -8.76 | -2.67 |
| Fidelity Adv Growth Oppty T (FAGOX) | -4.63 | -4.64 | -17.19 | -9.19 | -3.12 |
| Fidelity Destiny I (FDESX) | -2.27 | -2.99 | -16.11 | -11.01 | -5.27 |
| Fidelity Spartan 500 Index (FSMKX) | -0.16 | -0.14 | -0.42 | -0.07 | -0.03 |
| Fidelity Spartan U.S. Eq Index (FUSEX) | -0.15 | -0.13 | -0.41 | -0.12 | -0.03 |
| Fifth Third Equity Index Instl (KNIEX) | -0.64 | -0.36 | -0.51 | -0.23 | -0.2 |
| Fifth Third Large Cap Value Instl (KNVEX) | -9.05 | -0.55 | -2.28 | -2.19 | -0.8 |
| Fifth Third Large Cap Value Inv (KNVIX) | -9.3 | -0.93 | -2.54 | -2.41 | -1.05 |
| First American Equity Index B (FAEQX) | -1.7 | -1.34 | -1.86 | -1.42 | -0.98 |
| First American Equity Index Y (FEIIX) | -0.35 | -0.06 | -0.66 | -0.52 | -0.15 |
| Galaxy II Large Co Index Ret (ILCIX) | -0.38 | -0.56 | -0.58 | -0.02 | -0.2 |
| Gartmore Growth D (MUIGX) | -6.96 | -4.87 | -4.43 | -21.21 | -15.76 |
| Hancock Large Cap Growth A (JHNGX) | -16.49 | -2.2 | -0.55 | -21.68 | -18.87 |
| Hancock Large Cap Growth B (JHGBX) | -17.22 | -3.09 | -1.34 | -22.15 | -19.37 |
| ING Growth & Income A (AAGIX) | -2.62 | -14.04 | -3.45 | -2.59 | -6.79 |
| ING Growth & Income I (AEGIX) | -1.68 | -13.74 | -3.2 | -2.33 | -6.64 |
| Lindner Large-Cap Growth Inv (LDNRX) | -24.5 | -44.42 | -9.75 | -6.06 | -12.33 |
| Lutheran Brotherhood A (LUBRX) | -5.29 | -5.32 | -0.57 | -0.62 | -5.38 |
| MainStay Equity Index A (MCSEX) | -0.89 | -0.95 | -1.06 | -0.77 | -0.63 |
| Marshall Large-Cap Growth & Inc Inv (MASTX) | -6.95 | -2.44 | -3 | -0.19 | -1.07 |
| Montgomery Growth R (MNGFX) | -9.03 | -26.52 | -0.51 | -1.51 | -7.72 |
| Munder Index 500 A (MUXAX) | -0.49 | -0.6 | -0.71 | -0.51 | -0.39 |
| Munder Index 500 B (MUXBX) | -0.93 | -1.02 | -1.1 | -0.84 | -0.67 |
| Nations Large Cap Index Prim A (NINDX) | -0.48 | -0.23 | -0.42 | -0.31 | -0.1 |
| Northern Instl Equity Index A (BEIAX) | -0.47 | -0.34 | -0.46 | -0.12 | -0.03 |
| Northern Stock Index (NOSIX) | -0.43 | -0.78 | -0.75 | -0.41 | -0.33 |
| One Group Equity Index A (OGEAX) | -0.51 | -0.69 | -0.81 | -0.47 | -0.37 |
| One Group Equity Index B (OGEIX) | -1.48 | -1.67 | -1.71 | -1.14 | -1.03 |
| Principal Blue Chip A (PBLCX) | -6.94 | -12.07 | -9.11 | -1.83 | -6.11 |
| Principal Blue Chip B (PBLBX) | -7.87 | -12.93 | -9.94 | -2.49 | -6.7 |
| Principal Growth A (PRGWX) | -4.78 | -8.25 | -4.94 | -1.58 | -14.08 |
| Principal Growth B (PRGBX) | -5.43 | -8.85 | -5.74 | -2.16 | -14.63 |
| Reserve Large-Cap Growth R (RLVAX) | -0.48 | -3.46 | -7.81 | -13.25 | -3.95 |
| Schwab S&P 500 e.Sh (SWPEX) | -0.47 | -0.53 | -0.39 | -0.17 | -0.13 |
| Schwab S&P 500 Inv (SWPIX) | -0.72 | -0.57 | -0.47 | -0.27 | -0.13 |
| Security Equity B (SEQBX) | -4.84 | -3.56 | -11.17 | -4.01 | -0.75 |
| SEI Index S&P 500 Index A (SSPIX) | -0.38 | -0.44 | -0.51 | -0.44 | -0.28 |
| SEI Index S&P 500 Index E (TRQIX) | -0.12 | -0.28 | -0.25 | -0.29 | -0.16 |
| Smith Barney Growth & Inc B (GRIBX) | -9.95 | -10.51 | -5.01 | -1.2 | -0.61 |
| T. Rowe Price Equity Index 500 (PREIX) | -0.32 | -0.31 | -0.43 | -0.24 | -0.15 |
| Van Kampen Pace A (ACPAX) | -2.97 | -6.64 | -7.22 | -3.4 | -4.15 |
| Victory Stock Index (SSTIX) | -0.79 | -0.92 | -0.84 | -0.57 | -0.72 |
| Wachovia Equity Index A (BTEIX) | -0.87 | -0.8 | -1.17 | -0.47 | -0.5 |
| Wells Fargo Equity Index A (SFCSX) | -1.3 | -0.95 | -0.95 | -0.65 | -0.36 |
| Wells Fargo Growth B (SBGWX) | -14.88 | -0.33 | -0.8 | -5.41 | -7.53 |