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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.83% | | 5-Year Average Return: | 4.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.40% | |
Worst 1-Yr Total Return (2008): | -8.58% | |
Best 3-Yr Total Return (2005-7): | 4.35% | |
Worst 3-Yr Total Return (2006-8): | 0.43% |
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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 | RFCSX | Category | Diff | Index* | Diff | | Year To Date | 17.83 | 13.54 | 4.29 | 6.24 | 11.59 | | 1-Month | 1.42 | 0.89 | 0.53 | 0.49 | 0.93 | | 3-Month | 6.23 | 4.14 | 2.09 | 2.60 | 3.63 | | 1-Year | 19.21 | 17.86 | 1.35 | 13.79 | 5.42 | | 3-Year | 4.81 | 4.54 | 0.27 | 6.35 | -1.54 | | 5-Year | 4.19 | 3.85 | 0.34 | 5.05 | -0.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.97 | 13.81 | 4.16 | 7.06 | 10.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.57 | 6.49 | 0.08 | 7.94 | -1.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RFCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.58 | -4.70 | -3.88 | | 2007 | | | 6.40 | 4.70 | 1.70 | | 2006 | | | 4.13 | 4.15 | -0.02 | | 2005 | | | 2.55 | 1.80 | 0.75 | | 2004 | | | 4.82 | 3.91 | 0.91 | | 2003 | | | 7.40 | 5.10 | 2.30 | | 2002 | | | 8.67 | 8.04 | 0.63 | | 2001 | | | 7.62 | 7.64 | -0.02 | | 2000 | | | 10.31 | 9.44 | 0.87 | | 1999 | | | -0.29 | -1.35 | 1.06 |
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| PAST QUARTERLY RETURNS (%) FOR
RFCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.28 | 7.30 | 8.58 | N/A | | 2008 | 0.10 | -0.99 | -4.35 | -3.56 | | 2007 | 1.64 | -0.44 | 2.74 | 2.34 | | 2006 | -0.48 | -0.12 | 3.66 | 1.06 | | 2005 | -0.28 | 2.88 | -0.55 | 0.52 | | 2004 | 2.40 | -1.95 | 3.15 | 1.21 | | 2003 | 1.85 | 3.47 | 1.10 | 0.81 | | 2002 | -0.10 | 2.50 | 3.13 | 2.90 | | 2001 | 3.03 | 0.10 | 3.84 | 0.49 | | 2000 | 1.98 | 1.64 | 2.62 | 3.71 | | 1999 | N/A | N/A | N/A | -0.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 224 | 1122 | 19.96 | | 1-Month | 151 | 1164 | 12.97 | | 3-Month | 150 | 1154 | 13.00 | | 6-Month | 169 | 1133 | 14.92 | | 1-Year | 298 | 1113 | 26.77 | | 3-Year | 464 | 957 | 48.48 | | 5-Year | 361 | 845 | 42.72 |
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0.83% Nasdaq 0.00%
Performance
