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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.25% | | 5-Year Average Return: | 2.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.10% | |
Worst 1-Yr Total Return (2008): | -24.31% | |
Best 3-Yr Total Return (2004-6): | 12.85% | |
Worst 3-Yr Total Return (2006-8): | -1.98% |
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| 1-Year: | -12.89% | | 3-Year: | -4.63% | | 5-Year: | 1.80% | | 10-Year: | 1.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMHX | Category | Diff | Index* | Diff | | Year To Date | 16.25 | 29.38 | -13.13 | 24.07 | -7.82 | | 1-Month | 4.99 | 4.60 | 0.39 | 6.00 | -1.01 | | 3-Month | 6.58 | 5.74 | 0.84 | 7.91 | -1.33 | | 1-Year | 19.80 | 35.63 | -15.83 | 25.39 | -5.59 | | 3-Year | -3.11 | -6.63 | 3.52 | -5.79 | 2.68 | | 5-Year | 2.68 | 1.13 | 1.55 | 0.71 | 1.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.66 | 57.66 | -24 | 45.76 | -12.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.81 | -16.45 | 3.64 | -18.25 | 5.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.31 | -36.77 | 12.46 | | 2007 | | | 1.91 | 0.83 | 1.08 | | 2006 | | | 22.10 | 15.87 | 6.23 | | 2005 | | | 1.65 | 8.82 | -7.17 | | 2004 | | | 15.79 | 17.85 | -2.06 | | 2003 | | | 31.15 | 33.85 | -2.70 | | 2002 | | | -31.27 | -13.25 | -18.02 | | 2001 | | | -10.54 | 6.67 | -17.21 | | 2000 | | | -1.81 | 18.45 | -20.26 | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIMHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.65 | 11.64 | 13.57 | N/A | | 2008 | -4.68 | -2.27 | -2.46 | -16.70 | | 2007 | 3.43 | 3.41 | 0.00 | -4.72 | | 2006 | 7.11 | -0.04 | 7.05 | 6.53 | | 2005 | -2.68 | 5.02 | 0.91 | -1.44 | | 2004 | 5.70 | -3.27 | 4.72 | 8.14 | | 2003 | 6.72 | 8.59 | 1.70 | 11.27 | | 2002 | 1.22 | -12.07 | -15.57 | -8.54 | | 2001 | -18.98 | 21.25 | -23.63 | 19.25 | | 2000 | 1.54 | 6.22 | 9.88 | -17.15 | | 1999 | N/A | N/A | N/A | 25.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 411 | 420 | 97.86 | | 1-Month | 79 | 443 | 17.83 | | 3-Month | 26 | 438 | 5.94 | | 6-Month | 362 | 431 | 83.99 | | 1-Year | 342 | 416 | 82.21 | | 3-Year | 48 | 338 | 14.20 | | 5-Year | 48 | 248 | 19.35 |
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0.51% Nasdaq 
Performance
