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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.71% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.11% | |
Worst 1-Yr Total Return (2008): | -1.33% | |
Best 3-Yr Total Return (2005-7): | 3.73% | |
Worst 3-Yr Total Return (2006-8): | 2.54% |
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| 1-Year: | 0.49% | | 3-Year: | 1.03% | | 5-Year: | 1.88% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMCX | Category | Diff | Index* | Diff | | Year To Date | 6.71 | 14.86 | -8.15 | 7.61 | -0.9 | | 1-Month | 1.27 | 1.13 | 0.14 | 1.29 | -0.02 | | 3-Month | 3.01 | 3.76 | -0.75 | 2.86 | 0.15 | | 1-Year | 8.74 | 18.84 | -10.1 | 11.63 | -2.89 | | 3-Year | 3.38 | 4.58 | -1.2 | 6.40 | -3.02 | | 5-Year | 3.47 | 4.20 | -0.73 | 5.49 | -2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.95 | 13.91 | -7.96 | 7.06 | -1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.27 | 6.57 | -4.3 | 7.94 | -5.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.33 | -4.70 | 3.37 | | 2007 | | | 5.11 | 4.70 | 0.41 | | 2006 | | | 3.96 | 4.15 | -0.19 | | 2005 | | | 2.13 | 1.80 | 0.33 | | 2004 | | | 3.47 | 3.91 | -0.44 | | 2003 | | | 4.42 | 5.10 | -0.68 | | 2002 | | | 9.37 | 8.04 | 1.33 | | 2001 | | | 9.81 | 7.64 | 2.17 | | 2000 | | | 7.30 | 9.44 | -2.14 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.50 | 1.57 | 3.60 | N/A | | 2008 | 1.10 | -1.02 | -4.07 | 2.78 | | 2007 | 1.47 | 0.37 | 2.02 | 1.15 | | 2006 | 0.36 | 0.22 | 2.58 | 0.76 | | 2005 | -0.30 | 2.14 | 0.00 | 0.30 | | 2004 | 2.92 | -3.04 | 2.68 | 0.98 | | 2003 | 2.42 | 2.87 | -0.79 | -0.11 | | 2002 | -0.17 | 3.79 | 3.97 | 1.53 | | 2001 | 4.68 | 0.90 | 3.71 | 0.25 | | 2000 | 0.40 | 0.77 | 2.65 | 3.33 | | 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 | 1035 | 1126 | 91.92 | | 1-Month | 432 | 1168 | 36.99 | | 3-Month | 752 | 1158 | 64.94 | | 6-Month | 912 | 1140 | 80.00 | | 1-Year | 915 | 1120 | 81.70 | | 3-Year | 634 | 970 | 65.36 | | 5-Year | 556 | 854 | 65.11 |
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Performance
