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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.67% | | 5-Year Average Return: | 1.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.38% | |
Worst 1-Yr Total Return (2008): | -39.81% | |
Best 3-Yr Total Return (2004-6): | 14.70% | |
Worst 3-Yr Total Return (2006-8): | -8.70% |
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| 1-Year: | -9.37% | | 3-Year: | -6.34% | | 5-Year: | 2.32% | | 10-Year: | 1.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | REVCX | Category | Diff | Index* | Diff | | Year To Date | 18.67 | 15.79 | 2.88 | 17.05 | 1.62 | | 1-Month | -1.39 | -2.21 | 0.82 | -1.86 | 0.47 | | 3-Month | 6.26 | 5.62 | 0.64 | 5.48 | 0.78 | | 1-Year | 10.62 | 9.52 | 1.1 | 9.80 | 0.82 | | 3-Year | -7.64 | -8.36 | 0.72 | -7.02 | -0.62 | | 5-Year | 1.86 | 0.18 | 1.68 | 0.33 | 1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.02 | 46.84 | 1.18 | 45.76 | 2.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.87 | -16.40 | -3.47 | -18.25 | -1.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.81 | -37.09 | -2.72 | | 2007 | | | 5.91 | 1.42 | 4.49 | | 2006 | | | 19.38 | 18.15 | 1.23 | | 2005 | | | 10.88 | 5.95 | 4.93 | | 2004 | | | 13.98 | 12.97 | 1.01 | | 2003 | | | 31.36 | 28.44 | 2.92 | | 2002 | | | -26.61 | -18.69 | -7.92 | | 2001 | | | -5.15 | -4.99 | -0.16 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.39 | 14.58 | 17.21 | N/A | | 2008 | -10.15 | -1.05 | -10.93 | -24.00 | | 2007 | 0.26 | 8.90 | 0.94 | -3.90 | | 2006 | 8.01 | -0.79 | 4.03 | 7.09 | | 2005 | -0.55 | 1.39 | 6.49 | 3.26 | | 2004 | 2.07 | 0.47 | 0.62 | 10.46 | | 2003 | -6.80 | 20.21 | 2.04 | 14.91 | | 2002 | 0.72 | -13.19 | -23.22 | 9.32 | | 2001 | -3.85 | 6.17 | -14.14 | 8.21 | | 2000 | N/A | N/A | 6.83 | 0.19 | | 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 | 360 | 1335 | 26.97 | | 1-Month | 496 | 1379 | 35.97 | | 3-Month | 136 | 1368 | 9.94 | | 6-Month | 673 | 1346 | 50.00 | | 1-Year | 343 | 1318 | 26.02 | | 3-Year | 373 | 1124 | 33.19 | | 5-Year | 159 | 934 | 17.02 |
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0.15% Nasdaq 
Performance
