|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.91% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 27.11% | |
Worst 1-Yr Total Return (2008): | -46.60% | |
Best 3-Yr Total Return (2006-8): | -6.23% | |
Worst 3-Yr Total Return (2006-8): | -6.23% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMMX | Category | Diff | Index* | Diff | | Year To Date | 19.91 | 25.80 | -5.89 | 17.05 | 2.86 | | 1-Month | -4.74 | -4.37 | -0.37 | -1.86 | -2.88 | | 3-Month | 3.55 | 4.09 | -0.54 | 5.48 | -1.93 | | 1-Year | 10.17 | 16.23 | -6.06 | 9.80 | 0.37 | | 3-Year | -5.45 | -5.36 | -0.09 | -7.02 | 1.57 | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.76 | 47.87 | -3.11 | 45.76 | -1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.09 | -19.87 | -11.22 | -18.25 | -12.84 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.60 | -43.77 | -2.83 | | 2007 | | | 27.11 | 15.09 | 12.02 | | 2006 | | | 21.49 | 9.00 | 12.49 | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
RIMMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.04 | 12.04 | 18.31 | N/A | | 2008 | -10.83 | 5.86 | -18.16 | -30.88 | | 2007 | 7.12 | 12.54 | 6.12 | -0.64 | | 2006 | 13.27 | -1.88 | 1.04 | 8.20 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 585 | 848 | 68.99 | | 1-Month | 351 | 901 | 38.96 | | 3-Month | 350 | 898 | 38.98 | | 6-Month | 538 | 868 | 61.98 | | 1-Year | 475 | 847 | 56.08 | | 3-Year | 301 | 749 | 40.19 | | 5-Year | | 636 | N/A |
|
|
|
|
|
0.34% Nasdaq 
Performance
