|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.46% | | 5-Year Average Return: | 5.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.49% | |
Worst 1-Yr Total Return (2008): | -40.89% | |
Best 3-Yr Total Return (2005-7): | 16.98% | |
Worst 3-Yr Total Return (2006-8): | -5.74% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RESCX | Category | Diff | Index* | Diff | | Year To Date | 28.46 | 25.80 | 2.66 | 17.05 | 11.41 | | 1-Month | -3.97 | -4.37 | 0.4 | -1.86 | -2.11 | | 3-Month | 5.08 | 4.09 | 0.99 | 5.48 | -0.4 | | 1-Year | 15.47 | 16.23 | -0.76 | 9.80 | 5.67 | | 3-Year | -1.16 | -5.36 | 4.2 | -7.02 | 5.86 | | 5-Year | 5.67 | 1.68 | 3.99 | 0.33 | 5.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.63 | 47.87 | -2.24 | 45.76 | -0.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.64 | -19.87 | -0.77 | -18.25 | -2.39 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RESCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.89 | -43.77 | 2.88 | | 2007 | | | 23.49 | 15.09 | 8.40 | | 2006 | | | 14.73 | 9.00 | 5.73 | | 2005 | | | 12.99 | 9.84 | 3.15 | | 2004 | | | 11.93 | 13.23 | -1.30 | | 2003 | | | 39.12 | 35.96 | 3.16 | | 2002 | | | -33.14 | -27.24 | -5.90 | | 2001 | | | -1.31 | -19.98 | 18.67 | | 2000 | | | 5.04 | -4.78 | 9.82 | | 1999 | | | 48.20 | 60.49 | -12.29 |
|
| PAST QUARTERLY RETURNS (%) FOR
RESCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.81 | 15.15 | 18.31 | N/A | | 2008 | -10.11 | 9.11 | -18.81 | -25.77 | | 2007 | 4.91 | 10.69 | 1.77 | 4.49 | | 2006 | 11.35 | -3.59 | 0.36 | 6.49 | | 2005 | -3.25 | 4.89 | 9.81 | 1.40 | | 2004 | 4.03 | 0.15 | -4.78 | 12.82 | | 2003 | -2.53 | 21.20 | 7.63 | 9.42 | | 2002 | -2.06 | -18.38 | -17.10 | 0.89 | | 2001 | -13.85 | 18.60 | -24.70 | 28.28 | | 2000 | 11.57 | 0.11 | 2.53 | -8.28 | | 1999 | N/A | N/A | N/A | 46.70 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 407 | 848 | 48.00 | | 1-Month | 522 | 901 | 57.94 | | 3-Month | 484 | 898 | 53.90 | | 6-Month | 208 | 868 | 23.96 | | 1-Year | 455 | 847 | 53.72 | | 3-Year | 90 | 749 | 12.02 | | 5-Year | 41 | 636 | 6.45 |
|
|
|
|
|
0.37% Nasdaq 
Performance
