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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.72% | | 5-Year Average Return: | 2.00% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.30% | |
Worst 1-Yr Total Return (2008): | -47.18% | |
Best 3-Yr Total Return (2005-7): | 14.81% | |
Worst 3-Yr Total Return (2006-8): | -11.63% |
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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 | RIEOX | Category | Diff | Index* | Diff | | Year To Date | 26.72 | 24.47 | 2.25 | 27.36 | -0.64 | | 1-Month | -3.15 | -2.54 | -0.61 | -1.25 | -1.9 | | 3-Month | 5.33 | 5.67 | -0.34 | 8.10 | -2.77 | | 1-Year | 26.56 | 25.04 | 1.52 | 27.71 | -1.15 | | 3-Year | -8.40 | -5.94 | -2.46 | -5.22 | -3.18 | | 5-Year | 2.00 | 4.57 | -2.57 | 5.10 | -3.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.89 | 57.09 | 2.8 | 59.35 | 0.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -14.01 | -4.65 | -14.95 | -3.71 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIEOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.18 | -43.99 | -3.19 | | 2007 | | | 10.43 | 12.71 | -2.28 | | 2006 | | | 18.30 | 24.77 | -6.47 | | 2005 | | | 15.86 | 14.72 | 1.14 | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIEOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.52 | 25.48 | 19.19 | N/A | | 2008 | -8.91 | -2.40 | -22.23 | -23.60 | | 2007 | 3.53 | 6.12 | 2.19 | -1.65 | | 2006 | 7.30 | -1.40 | 3.45 | 8.08 | | 2005 | -1.29 | -1.30 | 10.90 | 7.23 | | 2004 | N/A | N/A | N/A | 12.79 | | 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 | 215 | 827 | 26.00 | | 1-Month | 119 | 850 | 14.00 | | 3-Month | 143 | 847 | 16.88 | | 6-Month | 444 | 838 | 52.98 | | 1-Year | 174 | 803 | 21.67 | | 3-Year | 354 | 600 | 59.00 | | 5-Year | 329 | 466 | 70.60 |
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