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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.36% | | 5-Year Average Return: | 2.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.87% | |
Worst 1-Yr Total Return (2008): | -29.97% | |
Best 3-Yr Total Return (2004-6): | 10.17% | |
Worst 3-Yr Total Return (2006-8): | -5.49% |
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| 1-Year: | -3.97% | | 3-Year: | -3.32% | | 5-Year: | 2.19% | | 10-Year: | 2.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RBLAX | Category | Diff | Index* | Diff | | Year To Date | 20.36 | 18.16 | 2.2 | N/A | N/A | | 1-Month | -1.14 | -1.24 | 0.1 | N/A | N/A | | 3-Month | 5.83 | 4.71 | 1.12 | N/A | N/A | | 1-Year | 18.02 | 15.73 | 2.29 | N/A | N/A | | 3-Year | -2.54 | -2.66 | 0.12 | N/A | N/A | | 5-Year | 2.83 | 2.10 | 0.73 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.83 | 33.32 | 5.51 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.17 | -8.51 | -0.66 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RBLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.97 | -28.00 | -1.97 | | 2007 | | | 6.79 | 5.99 | 0.80 | | 2006 | | | 12.87 | 11.29 | 1.58 | | 2005 | | | 6.85 | 5.13 | 1.72 | | 2004 | | | 10.86 | 8.86 | 2.00 | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RBLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.51 | 15.32 | 14.15 | N/A | | 2008 | -6.12 | -1.01 | -9.95 | -16.31 | | 2007 | 1.74 | 3.01 | 2.74 | -0.82 | | 2006 | 4.26 | -1.18 | 4.04 | 5.30 | | 2005 | -1.48 | 2.60 | 3.68 | 1.95 | | 2004 | 3.22 | -1.15 | 0.89 | 7.69 | | 2003 | N/A | 10.94 | 3.19 | 7.99 | | 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 | 399 | 1211 | 32.95 | | 1-Month | 503 | 1258 | 39.98 | | 3-Month | 389 | 1256 | 30.97 | | 6-Month | 207 | 1220 | 16.97 | | 1-Year | 322 | 1204 | 26.74 | | 3-Year | 363 | 950 | 38.21 | | 5-Year | 185 | 796 | 23.24 |
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0.50% Nasdaq 
Performance
