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| Morningstar Return Rating: | | | Year to Date Return: | 15.83% | | 5-Year Average Return: | 4.04% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -29.13% | |
Worst 1-Yr Total Return (2008): | -29.13% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | RCEYX | Category | Diff | Index* | Diff | | Year To Date | 15.83 | 18.65 | -2.82 | 17.05 | -1.22 | | 1-Month | -4.51 | -2.18 | -2.33 | -1.86 | -2.65 | | 3-Month | 2.82 | 5.08 | -2.26 | 5.48 | -2.66 | | 1-Year | 9.86 | 11.86 | -2 | 9.80 | 0.06 | | 3-Year | -0.84 | -6.78 | 5.94 | -7.02 | 6.18 | | 5-Year | 4.04 | 0.49 | 3.55 | 0.33 | 3.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.74 | 45.26 | -4.52 | 45.76 | -5.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.64 | -15.99 | 2.35 | -18.25 | 4.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCEYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.13 | -37.79 | 8.66 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 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
RCEYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.20 | 12.47 | 17.50 | N/A | | 2008 | -5.99 | 1.61 | -10.54 | -17.06 | | 2007 | N/A | N/A | 0.16 | 0.48 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 1409 | 2013 | 70.00 | | 1-Month | 2067 | 2110 | 97.96 | | 3-Month | 1943 | 2090 | 92.97 | | 6-Month | 1516 | 2049 | 73.99 | | 1-Year | 1238 | 1999 | 61.93 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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