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| Morningstar Return Rating: | | | Year to Date Return: | 12.72% | | 5-Year Average Return: | -0.62% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.17% | |
Worst 1-Yr Total Return (2008): | -38.89% | |
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 | RDEWX | Category | Diff | Index* | Diff | | Year To Date | 12.72 | 18.65 | -5.93 | 17.05 | -4.33 | | 1-Month | -1.77 | -2.18 | 0.41 | -1.86 | 0.09 | | 3-Month | 5.63 | 5.08 | 0.55 | 5.48 | 0.15 | | 1-Year | 4.24 | 11.86 | -7.62 | 9.80 | -5.56 | | 3-Year | -9.24 | -6.78 | -2.46 | -7.02 | -2.22 | | 5-Year | -0.62 | 0.49 | -1.11 | 0.33 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.07 | 45.26 | -0.19 | 45.76 | -0.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.98 | -15.99 | -4.99 | -18.25 | -2.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RDEWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.89 | -37.79 | -1.10 | | 2007 | | | 5.17 | 6.16 | -0.99 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 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
RDEWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.43 | 14.37 | 15.91 | N/A | | 2008 | -11.30 | -2.78 | -8.74 | -22.34 | | 2007 | 0.29 | 6.99 | 0.93 | -2.89 | | 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 | 1670 | 2013 | 82.96 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 731 | 2090 | 34.98 | | 6-Month | 696 | 2049 | 33.97 | | 1-Year | 1416 | 1999 | 70.84 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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