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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.48% | | 5-Year Average Return: | 0.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.66% | |
Worst 1-Yr Total Return (2008): | -38.94% | |
Best 3-Yr Total Return (2004-6): | 7.79% | |
Worst 3-Yr Total Return (2006-8): | -9.59% |
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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 | RHJMX | Category | Diff | Index* | Diff | | Year To Date | 25.48 | 21.65 | 3.83 | 17.05 | 8.43 | | 1-Month | -2.85 | -5.90 | 3.05 | -1.86 | -0.99 | | 3-Month | 0.12 | 2.07 | -1.95 | 5.48 | -5.36 | | 1-Year | 16.08 | 13.17 | 2.91 | 9.80 | 6.28 | | 3-Year | -4.67 | -7.45 | 2.78 | -7.02 | 2.35 | | 5-Year | 0.85 | 0.22 | 0.63 | 0.33 | 0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.26 | 52.20 | 0.06 | 45.76 | 6.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.76 | -18.89 | 6.13 | -18.25 | 5.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RHJMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.94 | -41.55 | 2.61 | | 2007 | | | 8.38 | 7.59 | 0.79 | | 2006 | | | 11.66 | 10.81 | 0.85 | | 2005 | | | 2.99 | 6.02 | -3.03 | | 2004 | | | 8.92 | 12.41 | -3.49 | | 2003 | | | 32.51 | 45.54 | -13.03 | | 2002 | | | -21.92 | -27.88 | 5.96 | | 2001 | | | 6.14 | -8.91 | 15.05 | | 2000 | | | 33.60 | -3.85 | 37.45 | | 1999 | | | -2.67 | 64.77 | -67.44 |
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| PAST QUARTERLY RETURNS (%) FOR
RHJMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.07 | 25.20 | 11.01 | N/A | | 2008 | -10.16 | -4.00 | -5.01 | -25.47 | | 2007 | 1.89 | 7.82 | -0.60 | -0.75 | | 2006 | 8.46 | -3.87 | -0.68 | 7.83 | | 2005 | -1.77 | 1.60 | 2.43 | 0.74 | | 2004 | 4.85 | -0.75 | -5.41 | 10.65 | | 2003 | -6.14 | 17.72 | 6.16 | 12.97 | | 2002 | 3.69 | -9.61 | -17.95 | 1.54 | | 2001 | -3.55 | 11.61 | -15.06 | 16.09 | | 2000 | 21.46 | 1.80 | 1.54 | 6.42 | | 1999 | N/A | N/A | N/A | 12.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 260 | 790 | 32.91 | | 1-Month | 57 | 820 | 6.95 | | 3-Month | 499 | 819 | 60.93 | | 6-Month | 560 | 800 | 70.00 | | 1-Year | 204 | 783 | 26.05 | | 3-Year | 108 | 669 | 16.14 | | 5-Year | 204 | 554 | 36.82 |
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0.22% Nasdaq 
Performance
