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| Morningstar Return Rating: | | | Year to Date Return: | 54.62% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -50.73% | |
Worst 1-Yr Total Return (2008): | -50.73% | |
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 | RIFYX | Category | Diff | Index* | Diff | | Year To Date | 54.62 | 44.15 | 10.47 | 17.05 | 37.57 | | 1-Month | -4.82 | -3.44 | -1.38 | -1.86 | -2.96 | | 3-Month | 4.51 | 4.68 | -0.17 | 5.48 | -0.97 | | 1-Year | 43.16 | 31.89 | 11.27 | 9.80 | 33.36 | | 3-Year | -0.63 | -1.81 | 1.18 | -7.02 | 6.39 | | 5-Year | 2.74 | 2.63 | 0.11 | 0.33 | 2.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.91 | 57.15 | 14.76 | 45.76 | 26.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.94 | -10.30 | 0.36 | -18.25 | 8.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIFYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.73 | -45.33 | -5.40 | | 2007 | | | N/A | 16.12 | N/A | | 2006 | | | N/A | 7.08 | N/A | | 2005 | | | N/A | 5.76 | N/A | | 2004 | | | N/A | 4.24 | N/A | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.60 | 29.89 | 16.23 | N/A | | 2008 | -20.55 | 5.01 | -19.10 | -27.01 | | 2007 | N/A | N/A | 9.02 | -1.26 | | 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 | 37 | 220 | 16.82 | | 1-Month | 173 | 234 | 73.93 | | 3-Month | 109 | 228 | 47.81 | | 6-Month | 59 | 222 | 26.58 | | 1-Year | 23 | 212 | 10.85 | | 3-Year | | 203 | N/A | | 5-Year | | 190 | N/A |
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0.50% Nasdaq 
0.07 (0.49%) 
Performance
