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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.74% | | 5-Year Average Return: | -1.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.59% | |
Worst 1-Yr Total Return (2008): | -38.04% | |
Best 3-Yr Total Return (2005-7): | 6.69% | |
Worst 3-Yr Total Return (2006-8): | -9.72% |
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| 1-Year: | -15.94% | | 3-Year: | -7.68% | | 5-Year: | -2.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMGX | Category | Diff | Index* | Diff | | Year To Date | 13.74 | 24.15 | -10.41 | 17.05 | -3.31 | | 1-Month | -3.34 | -2.25 | -1.09 | -1.86 | -1.48 | | 3-Month | 4.24 | 4.52 | -0.28 | 5.48 | -1.24 | | 1-Year | 7.23 | 15.35 | -8.12 | 9.80 | -2.57 | | 3-Year | -8.08 | -4.95 | -3.13 | -7.02 | -1.06 | | 5-Year | -1.82 | 0.99 | -2.81 | 0.33 | -2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.72 | 42.81 | -9.09 | 45.76 | -12.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.62 | -17.14 | -6.48 | -18.25 | -5.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.04 | -40.67 | 2.63 | | 2007 | | | 8.38 | 13.35 | -4.97 | | 2006 | | | 9.59 | 7.05 | 2.54 | | 2005 | | | 2.24 | 6.71 | -4.47 | | 2004 | | | 6.22 | 7.81 | -1.59 | | 2003 | | | 23.21 | 28.66 | -5.45 | | 2002 | | | -25.29 | -27.64 | 2.35 | | 2001 | | | -12.76 | -22.30 | 9.54 | | 2000 | | | -17.88 | -13.05 | -4.83 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.08 | 7.86 | 18.69 | N/A | | 2008 | -9.93 | 5.48 | -14.83 | -23.44 | | 2007 | 0.10 | 5.75 | 4.81 | -2.31 | | 2006 | 2.53 | -3.57 | 4.90 | 5.66 | | 2005 | -2.01 | -0.06 | 3.05 | 1.31 | | 2004 | 1.03 | 1.50 | -4.27 | 8.20 | | 2003 | -0.82 | 11.23 | 1.76 | 9.76 | | 2002 | -1.23 | -16.11 | -14.02 | 4.86 | | 2001 | -16.03 | 7.48 | -14.95 | 13.64 | | 2000 | 5.84 | -0.15 | -7.72 | -15.79 | | 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 | 1603 | 1802 | 88.96 | | 1-Month | 1644 | 1890 | 86.98 | | 3-Month | 1281 | 1884 | 67.99 | | 6-Month | 657 | 1827 | 35.96 | | 1-Year | 1349 | 1797 | 75.07 | | 3-Year | 1073 | 1518 | 70.69 | | 5-Year | 963 | 1251 | 76.98 |
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0.83% Nasdaq 0.00%
Performance
