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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.31% | | 5-Year Average Return: | 1.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.39% | |
Worst 1-Yr Total Return (2008): | -40.82% | |
Best 3-Yr Total Return (2005-7): | 13.31% | |
Worst 3-Yr Total Return (2006-8): | -8.22% |
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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 | RIMEX | Category | Diff | Index* | Diff | | Year To Date | 15.31 | 24.15 | -8.84 | 17.05 | -1.74 | | 1-Month | -2.45 | -2.25 | -0.2 | -1.86 | -0.59 | | 3-Month | 3.99 | 4.52 | -0.53 | 5.48 | -1.49 | | 1-Year | 7.61 | 15.35 | -7.74 | 9.80 | -2.19 | | 3-Year | -6.65 | -4.95 | -1.7 | -7.02 | 0.37 | | 5-Year | 1.24 | 0.99 | 0.25 | 0.33 | 0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.27 | 42.81 | -6.54 | 45.76 | -9.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.39 | -17.14 | -7.25 | -18.25 | -6.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.82 | -40.67 | -0.15 | | 2007 | | | 16.39 | 13.35 | 3.04 | | 2006 | | | 12.25 | 7.05 | 5.20 | | 2005 | | | 11.34 | 6.71 | 4.63 | | 2004 | | | 9.35 | 7.81 | 1.54 | | 2003 | | | 28.77 | 28.66 | 0.11 | | 2002 | | | -23.35 | -27.64 | 4.29 | | 2001 | | | -13.34 | -22.30 | 8.96 | | 2000 | | | -3.95 | -13.05 | 9.10 | | 1999 | | | 26.63 | 38.87 | -12.24 |
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| PAST QUARTERLY RETURNS (%) FOR
RIMEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.11 | 12.15 | 14.69 | N/A | | 2008 | -9.04 | 0.59 | -15.31 | -23.63 | | 2007 | 2.23 | 9.24 | 4.86 | -0.60 | | 2006 | 5.03 | -1.50 | 3.70 | 4.64 | | 2005 | -0.25 | 2.63 | 6.66 | 1.97 | | 2004 | 1.00 | 1.53 | -2.22 | 9.05 | | 2003 | -1.99 | 14.86 | 2.70 | 11.38 | | 2002 | 0.18 | -12.44 | -17.17 | 5.49 | | 2001 | -13.37 | 5.15 | -15.19 | 12.19 | | 2000 | 6.30 | -4.75 | 2.23 | -7.20 | | 1999 | N/A | N/A | N/A | 21.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1603 | 1802 | 88.96 | | 1-Month | 1398 | 1890 | 73.97 | | 3-Month | 1168 | 1884 | 62.00 | | 6-Month | 1388 | 1827 | 75.97 | | 1-Year | 1299 | 1797 | 72.29 | | 3-Year | 969 | 1518 | 63.83 | | 5-Year | 448 | 1251 | 35.81 |
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0.22% Nasdaq 
Performance
