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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.03% | | 5-Year Average Return: | 4.41% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.73% | |
Worst 1-Yr Total Return (2008): | -6.07% | |
Best 3-Yr Total Return (2005-7): | 4.60% | |
Worst 3-Yr Total Return (2006-8): | 1.55% |
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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 | RDBIX | Category | Diff | Index* | Diff | | Year To Date | 15.03 | 13.54 | 1.49 | 6.24 | 8.79 | | 1-Month | 0.71 | 0.89 | -0.18 | 0.49 | 0.22 | | 3-Month | 3.52 | 4.14 | -0.62 | 2.60 | 0.92 | | 1-Year | 17.03 | 17.86 | -0.83 | 13.79 | 3.24 | | 3-Year | 5.06 | 4.54 | 0.52 | 6.35 | -1.29 | | 5-Year | 4.41 | 3.85 | 0.56 | 5.05 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.93 | 13.81 | -0.88 | 7.06 | 5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.67 | 6.49 | 1.18 | 7.94 | -0.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RDBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.07 | -4.70 | -1.37 | | 2007 | | | 5.45 | 4.70 | 0.75 | | 2006 | | | 5.73 | 4.15 | 1.58 | | 2005 | | | 2.64 | 1.80 | 0.84 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RDBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.01 | 5.18 | 5.43 | N/A | | 2008 | -0.57 | 0.07 | -2.47 | -3.20 | | 2007 | 1.56 | -0.47 | 2.54 | 1.74 | | 2006 | -0.37 | 0.05 | 3.57 | 2.41 | | 2005 | -0.24 | 2.58 | -0.39 | 0.70 | | 2004 | N/A | -2.23 | 3.14 | 1.29 | | 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 | 370 | 1122 | 32.98 | | 1-Month | 640 | 1164 | 54.98 | | 3-Month | 588 | 1154 | 50.95 | | 6-Month | 679 | 1133 | 59.93 | | 1-Year | 467 | 1113 | 41.96 | | 3-Year | 417 | 957 | 43.57 | | 5-Year | 301 | 845 | 35.62 |
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0.11% Nasdaq 
0.01 (0.21%) 
Performance
