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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.69% | | 5-Year Average Return: | 3.46% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.95% | |
Worst 1-Yr Total Return (2008): | -17.25% | |
Best 3-Yr Total Return (2005-7): | 6.22% | |
Worst 3-Yr Total Return (2006-8): | -1.87% |
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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 | RATHX | Category | Diff | Index* | Diff | | Year To Date | 14.69 | 17.79 | -3.1 | N/A | N/A | | 1-Month | -0.70 | -0.70 | 0 | N/A | N/A | | 3-Month | 4.20 | 4.94 | -0.74 | N/A | N/A | | 1-Year | 16.54 | 16.37 | 0.17 | N/A | N/A | | 3-Year | 0.12 | -0.93 | 1.05 | N/A | N/A | | 5-Year | 3.46 | 2.56 | 0.9 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.29 | 29.60 | -3.31 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.44 | -4.67 | 1.23 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RATHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.25 | -22.46 | 5.21 | | 2007 | | | 3.87 | 5.22 | -1.35 | | 2006 | | | 9.95 | 8.58 | 1.37 | | 2005 | | | 4.95 | 3.68 | 1.27 | | 2004 | | | N/A | 6.82 | N/A | | 2003 | | | N/A | 13.67 | N/A | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RATHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.43 | 9.89 | 9.96 | N/A | | 2008 | -2.25 | -0.74 | -6.30 | -8.99 | | 2007 | 1.58 | 1.33 | 1.62 | -0.69 | | 2006 | 2.61 | -0.57 | 3.87 | 3.76 | | 2005 | -0.95 | 1.99 | 2.13 | 1.71 | | 2004 | N/A | N/A | N/A | 5.86 | | 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 | 173 | 214 | 80.84 | | 1-Month | 146 | 229 | 63.76 | | 3-Month | 157 | 225 | 69.78 | | 6-Month | 156 | 221 | 70.59 | | 1-Year | 110 | 205 | 53.66 | | 3-Year | 31 | 134 | 23.13 | | 5-Year | 12 | 52 | 23.08 |
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