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| Morningstar Return Rating: | Above average | | Year to Date Return: | -5.16% | | 5-Year Average Return: | 5.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 34.67% | |
Worst 1-Yr Total Return (2008): | -47.55% | |
Best 3-Yr Total Return (2005-7): | 24.86% | |
Worst 3-Yr Total Return (2006-8): | -5.52% |
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| 1-Year: | 27.27% | | 3-Year: | -6.96% | | 5-Year: | 5.38% | | 10-Year: | 2.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMAX | Category | Diff | Index* | Diff | | Year To Date | -5.16 | -5.06 | -0.1 | -4.41 | -0.75 | | 1-Month | -5.16 | -5.06 | -0.1 | -4.41 | -0.75 | | 3-Month | 0.83 | 0.00 | 0.83 | -1.09 | 1.92 | | 1-Year | 44.29 | 39.71 | 4.58 | 39.68 | 4.61 | | 3-Year | -6.89 | -8.06 | 1.17 | -7.65 | 0.76 | | 5-Year | 5.72 | 2.90 | 2.82 | 2.99 | 2.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.57 | 57.56 | 6.01 | 59.35 | 4.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.59 | -15.36 | -7.23 | -14.95 | -7.64 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMAX | Category | Diff | | 2009 | | | 34.67 | 31.24 | 3.43 | | 2008 | | | -47.55 | -43.99 | -3.56 | | 2007 | | | 20.66 | 12.71 | 7.95 | | 2006 | | | 33.26 | 24.77 | 8.49 | | 2005 | | | 21.07 | 14.72 | 6.35 | | 2004 | | | 22.96 | 17.39 | 5.57 | | 2003 | | | 37.68 | 33.58 | 4.10 | | 2002 | | | -9.92 | -16.69 | 6.77 | | 2001 | | | -20.21 | -21.67 | 1.46 | | 2000 | | | -20.64 | -16.34 | -4.30 |
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| PAST QUARTERLY RETURNS (%) FOR
RIMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.27 | 23.32 | 22.21 | 4.23 | | 2008 | -8.42 | -3.00 | -22.54 | -23.78 | | 2007 | 3.37 | 14.31 | 4.81 | -2.58 | | 2006 | 13.66 | -0.95 | 3.33 | 14.54 | | 2005 | 1.49 | 1.57 | 13.84 | 3.18 | | 2004 | 6.76 | -2.33 | 1.71 | 15.94 | | 2003 | -4.97 | 17.67 | 7.16 | 14.90 | | 2002 | 5.95 | -2.32 | -16.97 | 4.83 | | 2001 | -15.11 | 1.96 | -14.72 | 8.10 | | 2000 | -2.53 | -5.82 | -7.55 | -6.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 392 | 853 | 45.96 | | 1-Month | 656 | 853 | 76.91 | | 3-Month | 295 | 844 | 34.95 | | 6-Month | 75 | 838 | 8.95 | | 1-Year | 128 | 823 | 15.55 | | 3-Year | 192 | 635 | 30.24 | | 5-Year | 58 | 464 | 12.50 |
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1.52% Nasdaq 0.00%
Performance
