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| Morningstar Return Rating: | High | | Year to Date Return: | 14.93% | | 5-Year Average Return: | 2.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.61% | |
Worst 1-Yr Total Return (2008): | -29.84% | |
Best 3-Yr Total Return (2005-7): | 10.60% | |
Worst 3-Yr Total Return (2006-8): | -2.60% |
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| 1-Year: | -1.34% | | 3-Year: | 0.47% | | 5-Year: | 4.26% | | 10-Year: | -1.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RCOCX | Category | Diff | Index* | Diff | | Year To Date | 14.93 | 18.65 | -3.72 | 17.05 | -2.12 | | 1-Month | -4.61 | -2.18 | -2.43 | -1.86 | -2.75 | | 3-Month | 2.62 | 5.08 | -2.46 | 5.48 | -2.86 | | 1-Year | 8.79 | 11.86 | -3.07 | 9.80 | -1.01 | | 3-Year | -1.77 | -6.78 | 5.01 | -7.02 | 5.25 | | 5-Year | 2.98 | 0.49 | 2.49 | 0.33 | 2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.03 | 45.26 | -5.23 | 45.76 | -5.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.45 | -15.99 | 1.54 | -18.25 | 3.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.84 | -37.79 | 7.95 | | 2007 | | | 13.93 | 6.16 | 7.77 | | 2006 | | | 15.61 | 14.17 | 1.44 | | 2005 | | | 2.70 | 5.88 | -3.18 | | 2004 | | | 4.41 | 10.02 | -5.61 | | 2003 | | | 19.45 | 27.05 | -7.60 | | 2002 | | | -22.49 | -22.25 | -0.24 | | 2001 | | | -22.62 | -13.50 | -9.12 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RCOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.41 | 12.20 | 17.25 | N/A | | 2008 | -6.21 | 1.36 | -10.76 | -17.29 | | 2007 | 3.44 | 9.98 | -0.07 | 0.23 | | 2006 | 3.55 | -2.03 | 8.23 | 5.30 | | 2005 | -3.44 | 0.24 | 3.45 | 2.56 | | 2004 | 0.35 | -0.21 | -3.24 | 7.75 | | 2003 | -4.59 | 12.89 | 0.82 | 10.00 | | 2002 | 0.69 | -14.00 | -15.30 | 5.70 | | 2001 | -20.70 | 7.24 | -16.07 | 8.42 | | 2000 | N/A | N/A | N/A | -20.53 | | 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 | 1509 | 2013 | 74.96 | | 1-Month | 2067 | 2110 | 97.96 | | 3-Month | 1985 | 2090 | 94.98 | | 6-Month | 1598 | 2049 | 77.99 | | 1-Year | 1321 | 1999 | 66.08 | | 3-Year | 34 | 1694 | 2.01 | | 5-Year | 80 | 1352 | 5.92 |
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1.10% Nasdaq 
0.51 (1.49%) 
Performance
