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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.94% | | 5-Year Average Return: | 4.65% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.46% | |
Worst 1-Yr Total Return (2005): | -3.67% | |
Best 3-Yr Total Return (2004-6): | 4.36% | |
Worst 3-Yr Total Return (2005-7): | 3.49% |
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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 | RCWAX | Category | Diff | Index* | Diff | | Year To Date | 12.94 | 16.41 | -3.47 | 7.61 | 5.33 | | 1-Month | 2.07 | 2.04 | 0.03 | 1.29 | 0.78 | | 3-Month | 5.33 | 5.59 | -0.26 | 2.86 | 2.47 | | 1-Year | 21.41 | 24.00 | -2.59 | 11.63 | 9.78 | | 3-Year | 5.98 | 6.78 | -0.8 | 6.40 | -0.42 | | 5-Year | 4.65 | 4.92 | -0.27 | 5.49 | -0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.31 | 18.89 | -1.58 | 7.06 | 10.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.27 | 7.91 | -2.64 | 7.94 | -2.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RCWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.39 | -1.57 | 0.18 | | 2007 | | | 7.72 | 7.28 | 0.44 | | 2006 | | | 6.80 | 5.42 | 1.38 | | 2005 | | | -3.67 | -3.33 | -0.34 | | 2004 | | | 10.46 | 8.98 | 1.48 | | 2003 | | | 17.85 | 13.79 | 4.06 | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RCWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.82 | 6.57 | 7.30 | N/A | | 2008 | 4.76 | -2.21 | -5.64 | 2.01 | | 2007 | 1.61 | -0.05 | 4.38 | 1.61 | | 2006 | 0.10 | 0.73 | 2.73 | 3.11 | | 2005 | -2.19 | 0.06 | -0.26 | -1.32 | | 2004 | 1.84 | -3.75 | 4.18 | 8.18 | | 2003 | 3.81 | 6.01 | 2.06 | 4.93 | | 2002 | N/A | N/A | 1.63 | 7.13 | | 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 | 187 | 275 | 68.00 | | 1-Month | 189 | 300 | 63.00 | | 3-Month | 197 | 290 | 67.93 | | 6-Month | 174 | 286 | 60.84 | | 1-Year | 150 | 263 | 57.03 | | 3-Year | 116 | 189 | 61.38 | | 5-Year | 84 | 163 | 51.53 |
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0.51% Nasdaq 
0.01 (0.05%) 
Performance
