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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.80% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.27% | |
Worst 1-Yr Total Return (2008): | -43.68% | |
Best 3-Yr Total Return (2004-6): | 17.09% | |
Worst 3-Yr Total Return (2006-8): | -8.17% |
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| 1-Year: | -1.02% | | 3-Year: | -2.86% | | 5-Year: | 5.46% | | 10-Year: | -0.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIGCX | Category | Diff | Index* | Diff | | Year To Date | 26.80 | 29.71 | -2.91 | 27.36 | -0.56 | | 1-Month | -2.80 | -2.08 | -0.72 | -1.25 | -1.55 | | 3-Month | 5.77 | 5.76 | 0.01 | 8.10 | -2.33 | | 1-Year | 26.04 | 29.01 | -2.97 | 27.71 | -1.67 | | 3-Year | -4.74 | -4.76 | 0.02 | -5.22 | 0.48 | | 5-Year | 4.35 | 5.03 | -0.68 | 5.10 | -0.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.47 | 55.24 | 6.23 | 59.35 | 2.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -18.07 | 0.32 | -14.95 | -2.8 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.68 | -46.56 | 2.88 | | 2007 | | | 13.37 | 16.26 | -2.89 | | 2006 | | | 21.27 | 23.95 | -2.68 | | 2005 | | | 14.59 | 15.23 | -0.64 | | 2004 | | | 15.52 | 16.23 | -0.71 | | 2003 | | | 26.70 | 33.83 | -7.13 | | 2002 | | | -20.77 | -19.15 | -1.62 | | 2001 | | | -23.25 | -24.05 | 0.80 | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.49 | 25.03 | 19.23 | N/A | | 2008 | -7.15 | -0.69 | -20.29 | -23.36 | | 2007 | 4.24 | 5.27 | 3.75 | -0.41 | | 2006 | 9.62 | -1.12 | 1.67 | 10.05 | | 2005 | -0.50 | -0.17 | 11.60 | 3.37 | | 2004 | 5.36 | -3.27 | 0.56 | 12.71 | | 2003 | -6.80 | 15.49 | 3.27 | 13.97 | | 2002 | -0.87 | -3.39 | -20.58 | 4.17 | | 2001 | -15.06 | 1.30 | -15.35 | 5.37 | | 2000 | N/A | N/A | N/A | -7.98 | | 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 | 174 | 268 | 64.93 | | 1-Month | 223 | 287 | 77.70 | | 3-Month | 207 | 284 | 72.89 | | 6-Month | 165 | 275 | 60.00 | | 1-Year | 162 | 268 | 60.45 | | 3-Year | 97 | 202 | 48.02 | | 5-Year | 89 | 153 | 58.17 |
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