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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.55% | | 5-Year Average Return: | -1.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.10% | |
Worst 1-Yr Total Return (2008): | -38.94% | |
Best 3-Yr Total Return (2004-6): | 15.25% | |
Worst 3-Yr Total Return (2006-8): | -11.81% |
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| 1-Year: | -22.00% | | 3-Year: | -10.57% | | 5-Year: | -1.29% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMKX | Category | Diff | Index* | Diff | | Year To Date | 8.55 | 23.00 | -14.45 | 17.05 | -8.5 | | 1-Month | -5.62 | -3.83 | -1.79 | -1.86 | -3.76 | | 3-Month | -0.86 | 6.04 | -6.9 | 5.48 | -6.34 | | 1-Year | 1.30 | 17.86 | -16.56 | 9.80 | -8.5 | | 3-Year | -11.97 | -6.76 | -5.21 | -7.02 | -4.95 | | 5-Year | -1.26 | 1.68 | -2.94 | 0.33 | -1.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.82 | 55.15 | -22.33 | 45.76 | -12.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.14 | -15.15 | -14.99 | -18.25 | -11.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.94 | -36.77 | -2.17 | | 2007 | | | -0.79 | 0.83 | -1.62 | | 2006 | | | 13.23 | 15.87 | -2.64 | | 2005 | | | 11.64 | 8.82 | 2.82 | | 2004 | | | 21.10 | 17.85 | 3.25 | | 2003 | | | 37.02 | 33.85 | 3.17 | | 2002 | | | -14.12 | -13.25 | -0.87 | | 2001 | | | 5.27 | 6.67 | -1.40 | | 2000 | | | 20.13 | 18.45 | 1.68 | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIMKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.82 | 11.31 | 13.33 | N/A | | 2008 | -10.98 | 8.79 | -13.25 | -27.32 | | 2007 | 4.28 | 4.50 | -3.45 | -5.71 | | 2006 | 8.57 | -3.14 | -1.15 | 8.92 | | 2005 | -0.44 | 4.06 | 6.62 | 1.07 | | 2004 | 6.49 | 1.71 | -0.96 | 12.89 | | 2003 | -6.79 | 19.94 | 5.08 | 16.65 | | 2002 | 8.96 | -6.56 | -20.36 | 5.91 | | 2001 | -4.69 | 11.28 | -13.99 | 15.40 | | 2000 | 3.88 | -3.27 | 11.46 | 7.26 | | 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 | 415 | 424 | 97.88 | | 1-Month | 409 | 445 | 91.91 | | 3-Month | 440 | 440 | 100.00 | | 6-Month | 428 | 433 | 98.85 | | 1-Year | 333 | 419 | 79.47 | | 3-Year | 278 | 339 | 82.01 | | 5-Year | 198 | 249 | 79.52 |
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0.22% Nasdaq 
Performance
