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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.81% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.66% | |
Worst 1-Yr Total Return (2008): | -30.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 2.57% | | 3-Year: | -1.11% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RFRCX | Category | Diff | Index* | Diff | | Year To Date | 37.81 | 38.37 | -0.56 | 6.24 | 31.57 | | 1-Month | 0.71 | 0.70 | 0.01 | 0.49 | 0.22 | | 3-Month | 5.58 | 5.37 | 0.21 | 2.60 | 2.98 | | 1-Year | 21.73 | 22.58 | -0.85 | 13.79 | 7.94 | | 3-Year | -1.07 | -1.38 | 0.31 | 6.35 | -7.42 | | 5-Year | N/A | 1.19 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.19 | 27.44 | -0.25 | 7.06 | 20.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.32 | -2.24 | -2.08 | 7.94 | -12.26 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RFRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.97 | -29.72 | -1.25 | | 2007 | | | 0.66 | 1.09 | -0.43 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RFRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.92 | 16.77 | 8.59 | N/A | | 2008 | -6.50 | 4.33 | -6.49 | -24.32 | | 2007 | 1.92 | 1.12 | -1.77 | -0.56 | | 2006 | N/A | 1.15 | 1.43 | 1.69 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 71 | 135 | 52.59 | | 1-Month | 76 | 135 | 56.30 | | 3-Month | 63 | 135 | 46.67 | | 6-Month | 64 | 135 | 47.41 | | 1-Year | 70 | 135 | 51.85 | | 3-Year | 46 | 89 | 51.69 | | 5-Year | | 64 | N/A |
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0.20% Nasdaq 
Performance
