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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.80% | | 5-Year Average Return: | -0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.84% | |
Worst 1-Yr Total Return (2008): | -37.37% | |
Best 3-Yr Total Return (2004-6): | 10.38% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
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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 | REDSX | Category | Diff | Index* | Diff | | Year To Date | 13.80 | 18.65 | -4.85 | 17.05 | -3.25 | | 1-Month | -1.38 | -2.18 | 0.8 | -1.86 | 0.48 | | 3-Month | 4.95 | 5.08 | -0.13 | 5.48 | -0.53 | | 1-Year | 9.12 | 11.86 | -2.74 | 9.80 | -0.68 | | 3-Year | -9.04 | -6.78 | -2.26 | -7.02 | -2.02 | | 5-Year | -0.78 | 0.49 | -1.27 | 0.33 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.22 | 45.26 | -3.04 | 45.76 | -3.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.73 | -15.99 | -4.74 | -18.25 | -2.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REDSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.37 | -37.79 | 0.42 | | 2007 | | | 2.77 | 6.16 | -3.39 | | 2006 | | | 13.84 | 14.17 | -0.33 | | 2005 | | | 6.70 | 5.88 | 0.82 | | 2004 | | | 10.72 | 10.02 | 0.70 | | 2003 | | | 29.77 | 27.05 | 2.72 | | 2002 | | | -22.61 | -22.25 | -0.36 | | 2001 | | | -10.31 | -13.50 | 3.19 | | 2000 | | | -7.30 | -6.31 | -0.99 | | 1999 | | | 21.96 | 20.16 | 1.80 |
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| PAST QUARTERLY RETURNS (%) FOR
REDSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.37 | 15.58 | 13.94 | N/A | | 2008 | -11.01 | -0.64 | -9.58 | -21.67 | | 2007 | 0.99 | 5.00 | 0.29 | -3.36 | | 2006 | 4.36 | -2.12 | 5.19 | 5.95 | | 2005 | -1.75 | 1.60 | 4.48 | 2.31 | | 2004 | 2.30 | 0.77 | -2.22 | 9.85 | | 2003 | -2.27 | 15.61 | 2.71 | 11.82 | | 2002 | -0.09 | -13.15 | -17.20 | 7.73 | | 2001 | -11.79 | 7.69 | -15.06 | 11.15 | | 2000 | 3.82 | -2.92 | 0.78 | -8.74 | | 1999 | N/A | N/A | N/A | 14.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1570 | 2013 | 77.99 | | 1-Month | 274 | 2110 | 12.99 | | 3-Month | 961 | 2090 | 45.98 | | 6-Month | 1290 | 2049 | 62.96 | | 1-Year | 1064 | 1999 | 53.23 | | 3-Year | 1154 | 1694 | 68.12 | | 5-Year | 863 | 1352 | 63.83 |
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1.00% Nasdaq 0.00%
Performance
