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| Morningstar Return Rating: | | | Year to Date Return: | 17.10% | | 5-Year Average Return: | 2.64% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.93% | |
Worst 1-Yr Total Return (2008): | -40.51% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | RDERX | Category | Diff | Index* | Diff | | Year To Date | 17.10 | 15.79 | 1.31 | 17.05 | 0.05 | | 1-Month | -1.81 | -2.21 | 0.4 | -1.86 | 0.05 | | 3-Month | 5.98 | 5.62 | 0.36 | 5.48 | 0.5 | | 1-Year | 11.01 | 9.52 | 1.49 | 9.80 | 1.21 | | 3-Year | -7.72 | -8.36 | 0.64 | -7.02 | -0.7 | | 5-Year | 2.64 | 0.18 | 2.46 | 0.33 | 2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.07 | 46.84 | 3.23 | 45.76 | 4.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.96 | -16.40 | -3.56 | -18.25 | -1.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RDERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.51 | -37.09 | -3.42 | | 2007 | | | 7.93 | 1.42 | 6.51 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RDERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.71 | 16.08 | 17.69 | N/A | | 2008 | -10.79 | -2.06 | -10.81 | -23.65 | | 2007 | 1.00 | 10.66 | 0.57 | -3.97 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 453 | 1335 | 33.93 | | 1-Month | 413 | 1379 | 29.95 | | 3-Month | 164 | 1368 | 11.99 | | 6-Month | 565 | 1346 | 41.98 | | 1-Year | 284 | 1318 | 21.55 | | 3-Year | | 1124 | N/A | | 5-Year | | 934 | N/A |
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1.00% Nasdaq 0.00%
Performance
