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| Morningstar Return Rating: | High | | Year to Date Return: | 10.14% | | 5-Year Average Return: | 4.88% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.18% | |
Worst 1-Yr Total Return (2005): | 0.97% | |
Best 3-Yr Total Return (2006-8): | 4.31% | |
Worst 3-Yr Total Return (2004-6): | 2.43% |
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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 | RIMFX | Category | Diff | Index* | Diff | | Year To Date | 10.14 | 9.71 | 0.43 | 7.61 | 2.53 | | 1-Month | 1.24 | 0.67 | 0.57 | 1.29 | -0.05 | | 3-Month | 2.97 | 2.20 | 0.77 | 2.86 | 0.11 | | 1-Year | 13.35 | 11.11 | 2.24 | 11.63 | 1.72 | | 3-Year | 6.17 | 3.58 | 2.59 | 6.40 | -0.23 | | 5-Year | 4.88 | 3.39 | 1.49 | 5.49 | -0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.23 | 7.66 | -0.43 | 7.06 | 0.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.76 | 4.29 | 3.47 | 7.94 | -0.18 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.73 | -4.23 | 6.96 | | 2007 | | | 6.18 | 4.29 | 1.89 | | 2006 | | | 4.05 | 4.05 | 0.00 | | 2005 | | | 0.97 | 1.45 | -0.48 | | 2004 | | | 2.29 | 1.63 | 0.66 | | 2003 | | | 4.17 | 2.54 | 1.63 | | 2002 | | | 9.03 | 5.47 | 3.56 | | 2001 | | | 7.74 | 7.27 | 0.47 | | 2000 | | | 9.73 | 7.59 | 2.14 | | 1999 | | | -0.20 | 2.21 | -2.41 |
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| PAST QUARTERLY RETURNS (%) FOR
RIMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.81 | 3.59 | 3.38 | N/A | | 2008 | 2.43 | -1.20 | -2.69 | 4.32 | | 2007 | 1.47 | -0.47 | 2.52 | 2.55 | | 2006 | -0.31 | 0.25 | 3.11 | 0.98 | | 2005 | -0.90 | 2.20 | -0.51 | 0.20 | | 2004 | 2.42 | -2.56 | 2.26 | 0.23 | | 2003 | 1.51 | 2.93 | -0.31 | 0.01 | | 2002 | -0.20 | 3.21 | 4.32 | 1.47 | | 2001 | 3.09 | 0.69 | 3.83 | -0.04 | | 2000 | 1.52 | 1.62 | 2.87 | 3.40 | | 1999 | N/A | N/A | N/A | -0.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 204 | 418 | 48.80 | | 1-Month | 264 | 434 | 60.83 | | 3-Month | 151 | 433 | 34.87 | | 6-Month | 144 | 424 | 33.96 | | 1-Year | 163 | 418 | 39.00 | | 3-Year | 33 | 377 | 8.75 | | 5-Year | 29 | 313 | 9.27 |
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