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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.90% | | 5-Year Average Return: | -1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.48% | |
Worst 1-Yr Total Return (2008): | -39.20% | |
Best 3-Yr Total Return (2004-6): | 9.95% | |
Worst 3-Yr Total Return (2006-8): | -9.79% |
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| 1-Year: | -12.20% | | 3-Year: | -8.05% | | 5-Year: | -0.61% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RDCEX | Category | Diff | Index* | Diff | | Year To Date | 11.90 | 18.65 | -6.75 | 17.05 | -5.15 | | 1-Month | -2.01 | -2.18 | 0.17 | -1.86 | -0.15 | | 3-Month | 5.30 | 5.08 | 0.22 | 5.48 | -0.18 | | 1-Year | 3.48 | 11.86 | -8.38 | 9.80 | -6.32 | | 3-Year | -9.83 | -6.78 | -3.05 | -7.02 | -2.81 | | 5-Year | -1.34 | 0.49 | -1.83 | 0.33 | -1.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.65 | 45.26 | -0.61 | 45.76 | -1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.46 | -15.99 | -5.47 | -18.25 | -3.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RDCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.20 | -37.79 | -1.41 | | 2007 | | | 4.58 | 6.16 | -1.58 | | 2006 | | | 15.48 | 14.17 | 1.31 | | 2005 | | | 5.44 | 5.88 | -0.44 | | 2004 | | | 9.16 | 10.02 | -0.86 | | 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
RDCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.78 | 14.24 | 15.94 | N/A | | 2008 | -11.57 | -2.81 | -8.86 | -22.39 | | 2007 | 0.29 | 6.79 | 0.81 | -3.14 | | 2006 | 5.37 | -2.51 | 4.99 | 7.07 | | 2005 | -1.72 | 1.27 | 5.17 | 0.72 | | 2004 | 1.83 | 1.14 | -3.39 | 9.70 | | 2003 | N/A | N/A | 1.10 | 11.58 | | 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 | 1731 | 2013 | 85.99 | | 1-Month | 780 | 2110 | 36.97 | | 3-Month | 836 | 2090 | 40.00 | | 6-Month | 860 | 2049 | 41.97 | | 1-Year | 1439 | 1999 | 71.99 | | 3-Year | 1218 | 1694 | 71.90 | | 5-Year | 933 | 1352 | 69.01 |
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0.29% Nasdaq 
Performance
