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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.12% | | 5-Year Average Return: | -1.16% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.60% | |
Worst 1-Yr Total Return (2008): | -35.94% | |
Best 3-Yr Total Return (2004-6): | 13.31% | |
Worst 3-Yr Total Return (2006-8): | -13.33% |
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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 | RCMFX | Category | Diff | Index* | Diff | | Year To Date | 27.12 | 19.13 | 7.99 | 17.05 | 10.07 | | 1-Month | -0.88 | -5.65 | 4.77 | -1.86 | 0.98 | | 3-Month | 9.65 | 2.75 | 6.9 | 5.48 | 4.17 | | 1-Year | 22.96 | 11.45 | 11.51 | 9.80 | 13.16 | | 3-Year | -9.85 | -8.46 | -1.39 | -7.02 | -2.83 | | 5-Year | -1.16 | 0.52 | -1.68 | 0.33 | -1.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.06 | 57.02 | -4.96 | 45.76 | 6.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.33 | -18.27 | 6.94 | -18.25 | 6.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.94 | -36.56 | 0.62 | | 2007 | | | -11.08 | -1.10 | -9.98 | | 2006 | | | 14.29 | 15.03 | -0.74 | | 2005 | | | 3.83 | 6.75 | -2.92 | | 2004 | | | 22.60 | 18.94 | 3.66 | | 2003 | | | 39.28 | 43.41 | -4.13 | | 2002 | | | -14.91 | -16.22 | 1.31 | | 2001 | | | 28.09 | 8.92 | 19.17 | | 2000 | | | 9.27 | 11.89 | -2.62 | | 1999 | | | -2.45 | 19.95 | -22.40 |
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| PAST QUARTERLY RETURNS (%) FOR
RCMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.34 | 21.72 | 17.52 | N/A | | 2008 | -8.67 | -8.11 | -2.64 | -21.60 | | 2007 | 1.33 | 4.33 | -6.26 | -10.27 | | 2006 | 8.73 | -2.96 | -0.19 | 8.53 | | 2005 | -2.07 | 3.32 | 2.23 | 0.38 | | 2004 | 9.71 | -0.39 | 1.81 | 10.19 | | 2003 | -6.68 | 21.64 | 9.33 | 12.23 | | 2002 | 4.80 | -4.90 | -18.13 | 4.28 | | 2001 | 1.94 | 20.12 | -11.96 | 18.81 | | 2000 | 3.09 | 3.73 | 5.40 | -3.06 | | 1999 | N/A | N/A | N/A | 2.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 641 | 19.97 | | 1-Month | 6 | 662 | 0.91 | | 3-Month | 32 | 652 | 4.91 | | 6-Month | 71 | 647 | 10.97 | | 1-Year | 116 | 630 | 18.41 | | 3-Year | 299 | 553 | 54.07 | | 5-Year | 279 | 452 | 61.73 |
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0.97% Nasdaq 
Performance
