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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.65% | | 5-Year Average Return: | -2.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.22% | |
Worst 1-Yr Total Return (2008): | -37.30% | |
Best 3-Yr Total Return (2004-6): | 9.31% | |
Worst 3-Yr Total Return (2006-8): | -11.37% |
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| 1-Year: | -17.70% | | 3-Year: | -8.15% | | 5-Year: | -1.29% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMQX | Category | Diff | Index* | Diff | | Year To Date | 13.65 | 31.59 | -17.94 | 24.07 | -10.42 | | 1-Month | 2.98 | 4.49 | -1.51 | 6.00 | -3.02 | | 3-Month | 3.97 | 6.16 | -2.19 | 7.91 | -3.94 | | 1-Year | 17.75 | 35.24 | -17.49 | 25.39 | -7.64 | | 3-Year | -8.38 | -5.04 | -3.34 | -5.79 | -2.59 | | 5-Year | -2.15 | 1.47 | -3.62 | 0.71 | -2.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.27 | 48.99 | -18.72 | 45.76 | -15.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.99 | -20.53 | -6.46 | -18.25 | -8.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.30 | -43.77 | 6.47 | | 2007 | | | 8.00 | 15.09 | -7.09 | | 2006 | | | 2.80 | 9.00 | -6.20 | | 2005 | | | 9.32 | 9.84 | -0.52 | | 2004 | | | 16.22 | 13.23 | 2.99 | | 2003 | | | 34.01 | 35.96 | -1.95 | | 2002 | | | -20.61 | -27.24 | 6.63 | | 2001 | | | -6.94 | -19.98 | 13.04 | | 2000 | | | 18.32 | -4.78 | 23.10 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIMQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.06 | 8.08 | 13.86 | N/A | | 2008 | -11.34 | 9.11 | -15.06 | -23.70 | | 2007 | 0.94 | 6.72 | 0.45 | -0.19 | | 2006 | 7.56 | -5.07 | -4.15 | 5.04 | | 2005 | -0.09 | 2.36 | 4.27 | 2.52 | | 2004 | 5.56 | 1.33 | -3.88 | 13.04 | | 2003 | -1.75 | 15.76 | 6.06 | 11.09 | | 2002 | 2.41 | -11.69 | -15.05 | 3.32 | | 2001 | -16.60 | 16.05 | -19.87 | 20.00 | | 2000 | 18.32 | 2.94 | 10.87 | -12.38 | | 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 | 793 | 827 | 95.89 | | 1-Month | 845 | 881 | 95.91 | | 3-Month | 843 | 879 | 95.90 | | 6-Month | 741 | 862 | 85.96 | | 1-Year | 667 | 825 | 80.85 | | 3-Year | 531 | 734 | 72.34 | | 5-Year | 484 | 632 | 76.58 |
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0.51% Nasdaq 
Performance
