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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.89% | | 5-Year Average Return: | -0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.12% | |
Worst 1-Yr Total Return (2008): | -43.79% | |
Best 3-Yr Total Return (2004-6): | 12.20% | |
Worst 3-Yr Total Return (2006-8): | -11.90% |
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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 | REBSX | Category | Diff | Index* | Diff | | Year To Date | 18.89 | 19.13 | -0.24 | 17.05 | 1.84 | | 1-Month | -5.85 | -5.65 | -0.2 | -1.86 | -3.99 | | 3-Month | 3.01 | 2.75 | 0.26 | 5.48 | -2.47 | | 1-Year | 9.62 | 11.45 | -1.83 | 9.80 | -0.18 | | 3-Year | -10.16 | -8.46 | -1.7 | -7.02 | -3.14 | | 5-Year | -0.86 | 0.52 | -1.38 | 0.33 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.66 | 57.02 | -1.36 | 45.76 | 9.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.26 | -18.27 | -6.99 | -18.25 | -7.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.79 | -36.56 | -7.23 | | 2007 | | | 4.77 | -1.10 | 5.87 | | 2006 | | | 16.12 | 15.03 | 1.09 | | 2005 | | | 6.22 | 6.75 | -0.53 | | 2004 | | | 14.51 | 18.94 | -4.43 | | 2003 | | | 46.69 | 43.41 | 3.28 | | 2002 | | | -18.98 | -16.22 | -2.76 | | 2001 | | | -1.93 | 8.92 | -10.85 | | 2000 | | | 9.40 | 11.89 | -2.49 | | 1999 | | | 22.60 | 19.95 | 2.65 |
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| PAST QUARTERLY RETURNS (%) FOR
REBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.23 | 20.45 | 19.44 | N/A | | 2008 | -13.05 | 2.92 | -11.87 | -28.72 | | 2007 | 3.05 | 5.86 | -0.90 | -3.08 | | 2006 | 13.10 | -4.97 | -0.27 | 8.33 | | 2005 | -4.13 | 3.11 | 5.68 | 1.68 | | 2004 | 5.24 | -0.47 | -3.50 | 13.29 | | 2003 | -4.26 | 23.14 | 8.05 | 15.16 | | 2002 | 5.17 | -9.57 | -19.34 | 5.62 | | 2001 | -9.71 | 10.89 | -18.46 | 20.13 | | 2000 | 12.47 | -3.86 | 5.14 | -3.77 | | 1999 | N/A | N/A | N/A | 19.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 237 | 641 | 36.97 | | 1-Month | 278 | 662 | 41.99 | | 3-Month | 195 | 652 | 29.91 | | 6-Month | 258 | 647 | 39.88 | | 1-Year | 233 | 630 | 36.98 | | 3-Year | 316 | 553 | 57.14 | | 5-Year | 257 | 452 | 56.86 |
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Performance
