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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.15% | | 5-Year Average Return: | 3.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.42% | |
Worst 1-Yr Total Return (2008): | -44.69% | |
Best 3-Yr Total Return (2004-6): | 18.94% | |
Worst 3-Yr Total Return (2006-8): | -7.89% |
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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 | RIFEX | Category | Diff | Index* | Diff | | Year To Date | 27.15 | 29.35 | -2.2 | 29.91 | -2.76 | | 1-Month | 3.92 | 3.83 | 0.09 | 2.00 | 1.92 | | 3-Month | 5.25 | 6.09 | -0.84 | 4.58 | 0.67 | | 1-Year | 35.96 | 38.30 | -2.34 | 37.72 | -1.76 | | 3-Year | -6.37 | -5.68 | -0.69 | -5.52 | -0.85 | | 5-Year | 3.46 | 4.12 | -0.66 | 4.13 | -0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.03 | 57.56 | -0.53 | 59.35 | -2.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.51 | -15.07 | -2.44 | -14.95 | -2.56 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIFEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.69 | -43.99 | -0.70 | | 2007 | | | 12.64 | 12.71 | -0.07 | | 2006 | | | 25.42 | 24.77 | 0.65 | | 2005 | | | 14.51 | 14.72 | -0.21 | | 2004 | | | 17.15 | 17.39 | -0.24 | | 2003 | | | 38.63 | 33.58 | 5.05 | | 2002 | | | -15.93 | -16.69 | 0.76 | | 2001 | | | -22.00 | -21.67 | -0.33 | | 2000 | | | -11.58 | -16.34 | 4.76 | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIFEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.33 | 23.95 | 19.36 | N/A | | 2008 | -9.86 | -1.70 | -21.19 | -20.81 | | 2007 | 2.83 | 7.65 | 3.45 | -1.64 | | 2006 | 9.83 | -0.28 | 3.69 | 10.43 | | 2005 | -0.63 | -0.34 | 10.16 | 4.97 | | 2004 | 3.80 | -0.67 | -0.47 | 14.15 | | 2003 | -8.70 | 20.39 | 8.62 | 16.11 | | 2002 | 1.66 | -1.50 | -20.49 | 5.58 | | 2001 | -14.03 | -0.09 | -15.11 | 6.98 | | 2000 | 0.81 | -3.42 | -7.32 | -2.01 | | 1999 | N/A | N/A | N/A | 18.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 461 | 824 | 55.95 | | 1-Month | 330 | 847 | 38.96 | | 3-Month | 422 | 844 | 50.00 | | 6-Month | 520 | 839 | 61.98 | | 1-Year | 401 | 817 | 49.08 | | 3-Year | 312 | 612 | 50.98 | | 5-Year | 220 | 462 | 47.62 |
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0.31% Nasdaq 0.00%
0.23 (0.75%) 
Performance
