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| Morningstar Return Rating: | High | | Year to Date Return: | 15.23% | | 5-Year Average Return: | 3.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.37% | |
Worst 1-Yr Total Return (2008): | -29.52% | |
Best 3-Yr Total Return (2005-7): | 11.27% | |
Worst 3-Yr Total Return (2006-8): | -2.11% |
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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 | RCEKX | Category | Diff | Index* | Diff | | Year To Date | 15.23 | 18.65 | -3.42 | 17.05 | -1.82 | | 1-Month | -4.54 | -2.18 | -2.36 | -1.86 | -2.68 | | 3-Month | 2.63 | 5.08 | -2.45 | 5.48 | -2.85 | | 1-Year | 9.20 | 11.86 | -2.66 | 9.80 | -0.6 | | 3-Year | -1.41 | -6.78 | 5.37 | -7.02 | 5.61 | | 5-Year | 3.54 | 0.49 | 3.05 | 0.33 | 3.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.22 | 45.26 | -5.04 | 45.76 | -5.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.19 | -15.99 | 1.8 | -18.25 | 4.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCEKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.52 | -37.79 | 8.27 | | 2007 | | | 14.38 | 6.16 | 8.22 | | 2006 | | | 16.37 | 14.17 | 2.20 | | 2005 | | | 3.51 | 5.88 | -2.37 | | 2004 | | | 5.34 | 10.02 | -4.68 | | 2003 | | | 20.58 | 27.05 | -6.47 | | 2002 | | | -21.83 | -22.25 | 0.42 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RCEKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.34 | 12.28 | 17.28 | N/A | | 2008 | -6.12 | 1.45 | -10.67 | -17.16 | | 2007 | 3.58 | 10.08 | -0.02 | 0.34 | | 2006 | 3.78 | -1.83 | 8.42 | 5.36 | | 2005 | -3.27 | 0.46 | 3.66 | 2.76 | | 2004 | 0.57 | 0.03 | -3.03 | 7.98 | | 2003 | -4.33 | 13.14 | 1.04 | 10.25 | | 2002 | 0.85 | -13.82 | -15.14 | 5.99 | | 2001 | N/A | N/A | -15.91 | 8.68 | | 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 | 1469 | 2013 | 72.98 | | 1-Month | 2067 | 2110 | 97.96 | | 3-Month | 1964 | 2090 | 93.97 | | 6-Month | 1577 | 2049 | 76.96 | | 1-Year | 1289 | 1999 | 64.48 | | 3-Year | 21 | 1694 | 1.24 | | 5-Year | 45 | 1352 | 3.33 |
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0.22% Nasdaq 0.00%
Performance
