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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.31% | | 5-Year Average Return: | 2.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.45% | |
Worst 1-Yr Total Return (2008): | -27.99% | |
Best 3-Yr Total Return (2005-7): | 9.58% | |
Worst 3-Yr Total Return (2006-8): | -4.07% |
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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 | RIMBX | Category | Diff | Index* | Diff | | Year To Date | 17.31 | 22.21 | -4.9 | N/A | N/A | | 1-Month | 3.24 | 3.58 | -0.34 | N/A | N/A | | 3-Month | 5.12 | 5.74 | -0.62 | N/A | N/A | | 1-Year | 19.19 | 26.14 | -6.95 | N/A | N/A | | 3-Year | -1.70 | -2.18 | 0.48 | N/A | N/A | | 5-Year | 2.53 | 2.20 | 0.33 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.91 | 33.99 | -9.08 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.49 | -9.13 | -4.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.99 | -28.00 | 0.01 | | 2007 | | | 12.45 | 5.99 | 6.46 | | 2006 | | | 9.03 | 11.29 | -2.26 | | 2005 | | | 7.32 | 5.13 | 2.19 | | 2004 | | | 6.40 | 8.86 | -2.46 | | 2003 | | | 18.33 | 20.35 | -2.02 | | 2002 | | | -10.53 | -12.02 | 1.49 | | 2001 | | | -6.07 | -5.05 | -1.02 | | 2000 | | | -0.13 | 1.82 | -1.95 | | 1999 | | | 16.94 | 10.71 | 6.23 |
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| PAST QUARTERLY RETURNS (%) FOR
RIMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.44 | 9.37 | 10.11 | N/A | | 2008 | -5.28 | 0.06 | -11.33 | -14.32 | | 2007 | 2.04 | 5.55 | 3.87 | 0.52 | | 2006 | 3.02 | -1.04 | 3.54 | 3.29 | | 2005 | -0.57 | 2.41 | 4.02 | 1.31 | | 2004 | 1.41 | -0.07 | -0.65 | 5.68 | | 2003 | -0.62 | 9.87 | 1.54 | 6.72 | | 2002 | -0.32 | -5.93 | -7.77 | 3.46 | | 2001 | -7.93 | 3.50 | -8.18 | 7.35 | | 2000 | 3.75 | -2.09 | 2.10 | -3.71 | | 1999 | N/A | N/A | N/A | 13.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1018 | 1184 | 85.98 | | 1-Month | 1134 | 1233 | 91.97 | | 3-Month | 1044 | 1229 | 84.95 | | 6-Month | 1087 | 1208 | 89.98 | | 1-Year | 888 | 1183 | 75.06 | | 3-Year | 363 | 932 | 38.95 | | 5-Year | 284 | 784 | 36.22 |
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