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| Morningstar Return Rating: | | | Year to Date Return: | 38.50% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.29% | |
Worst 1-Yr Total Return (2008): | -30.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | RFRWX | Category | Diff | Index* | Diff | | Year To Date | 38.50 | 38.37 | 0.13 | 6.24 | 32.26 | | 1-Month | 0.64 | 0.70 | -0.06 | 0.49 | 0.15 | | 3-Month | 5.75 | 5.37 | 0.38 | 2.60 | 3.15 | | 1-Year | 22.47 | 22.58 | -0.11 | 13.79 | 8.68 | | 3-Year | -0.45 | -1.38 | 0.93 | 6.35 | -6.8 | | 5-Year | N/A | 1.19 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.80 | 27.44 | 0.36 | 7.06 | 20.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.72 | -2.24 | -1.48 | 7.94 | -11.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RFRWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.53 | -29.72 | -0.81 | | 2007 | | | 1.29 | 1.09 | 0.20 | | 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
RFRWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.08 | 16.94 | 8.89 | N/A | | 2008 | -6.36 | 4.50 | -6.34 | -24.20 | | 2007 | 2.08 | 1.28 | -1.62 | -0.41 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 64 | 135 | 47.41 | | 1-Month | 67 | 135 | 49.63 | | 3-Month | 54 | 135 | 40.00 | | 6-Month | 62 | 135 | 45.93 | | 1-Year | 62 | 135 | 45.93 | | 3-Year | | 89 | N/A | | 5-Year | | 64 | N/A |
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0.67% Nasdaq 
Performance
