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| Morningstar Return Rating: | Low | | Year to Date Return: | 53.16% | | 5-Year Average Return: | -3.63% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 19.36% | |
Worst 1-Yr Total Return (2008): | -46.46% | |
Best 3-Yr Total Return (2004-6): | 10.05% | |
Worst 3-Yr Total Return (2006-8): | -18.77% |
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| 1-Year: | 11.46% | | 3-Year: | -7.19% | | 5-Year: | -2.58% | | 10-Year: | 5.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RCBSX | Category | Diff | Index* | Diff | | Year To Date | 53.16 | 22.92 | 30.24 | 24.07 | 29.09 | | 1-Month | 2.79 | 2.83 | -0.04 | 6.00 | -3.21 | | 3-Month | 1.61 | 2.63 | -1.02 | 7.91 | -6.3 | | 1-Year | 68.50 | 29.66 | 38.84 | 25.39 | 43.11 | | 3-Year | -9.86 | -8.12 | -1.74 | -5.79 | -4.07 | | 5-Year | -3.63 | -0.18 | -3.45 | 0.71 | -4.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.24 | 63.44 | 16.8 | 45.76 | 34.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.81 | -16.13 | 16.94 | -18.25 | 19.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.46 | -32.24 | -14.22 | | 2007 | | | -11.81 | -6.08 | -5.73 | | 2006 | | | 13.49 | 16.27 | -2.78 | | 2005 | | | -1.61 | 6.40 | -8.01 | | 2004 | | | 19.36 | 21.14 | -1.78 | | 2003 | | | 47.81 | 42.38 | 5.43 | | 2002 | | | -10.81 | -10.12 | -0.69 | | 2001 | | | 21.40 | 15.92 | 5.48 | | 2000 | | | 12.87 | 18.64 | -5.77 | | 1999 | | | 17.85 | 6.78 | 11.07 |
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| PAST QUARTERLY RETURNS (%) FOR
RCBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.10 | 33.08 | 27.10 | N/A | | 2008 | -15.83 | -3.16 | -10.63 | -26.50 | | 2007 | 4.23 | 2.09 | -7.09 | -10.79 | | 2006 | 4.15 | -4.75 | 2.46 | 11.66 | | 2005 | -1.87 | 0.76 | 0.96 | -1.43 | | 2004 | 4.38 | 4.38 | -0.18 | 9.75 | | 2003 | -6.15 | 27.73 | 7.60 | 14.60 | | 2002 | 6.07 | -6.36 | -20.23 | 12.58 | | 2001 | 4.70 | 15.21 | -10.08 | 11.92 | | 2000 | 10.05 | -0.50 | 2.47 | 0.60 | | 1999 | N/A | N/A | N/A | -0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 14 | 361 | 3.88 | | 1-Month | 361 | 380 | 95.00 | | 3-Month | 327 | 377 | 86.74 | | 6-Month | 11 | 368 | 2.99 | | 1-Year | 5 | 358 | 1.40 | | 3-Year | 174 | 293 | 59.39 | | 5-Year | 189 | 233 | 81.12 |
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0.20% Nasdaq 
Performance
