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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.40% | | 5-Year Average Return: | 3.16% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.64% | |
Worst 1-Yr Total Return (2008): | -17.48% | |
Best 3-Yr Total Return (2005-7): | 5.93% | |
Worst 3-Yr Total Return (2006-8): | -2.13% |
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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 | RATTX | Category | Diff | Index* | Diff | | Year To Date | 14.40 | 17.79 | -3.39 | N/A | N/A | | 1-Month | -0.70 | -0.70 | 0 | N/A | N/A | | 3-Month | 4.12 | 4.94 | -0.82 | N/A | N/A | | 1-Year | 16.21 | 16.37 | -0.16 | N/A | N/A | | 3-Year | -0.15 | -0.93 | 0.78 | N/A | N/A | | 5-Year | 3.16 | 2.56 | 0.6 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.13 | 29.60 | -3.47 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.78 | -4.67 | 0.89 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RATTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.48 | -22.46 | 4.98 | | 2007 | | | 3.62 | 5.22 | -1.60 | | 2006 | | | 9.64 | 8.58 | 1.06 | | 2005 | | | 4.63 | 3.68 | 0.95 | | 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
RATTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.53 | 9.81 | 9.89 | N/A | | 2008 | -2.33 | -0.82 | -6.32 | -9.05 | | 2007 | 1.58 | 1.25 | 1.46 | -0.71 | | 2006 | 2.52 | -0.57 | 3.71 | 3.71 | | 2005 | -1.03 | 1.91 | 2.04 | 1.66 | | 2004 | N/A | N/A | N/A | 5.77 | | 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 | 181 | 214 | 84.58 | | 1-Month | 144 | 229 | 62.88 | | 3-Month | 177 | 225 | 78.67 | | 6-Month | 170 | 221 | 76.92 | | 1-Year | 116 | 205 | 56.59 | | 3-Year | 38 | 134 | 28.36 | | 5-Year | 14 | 52 | 26.92 |
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0.01% Nasdaq 
0.22%
Performance
