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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.89% | | 5-Year Average Return: | 1.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.46% | |
Worst 1-Yr Total Return (2008): | -48.79% | |
Best 3-Yr Total Return (2005-7): | 17.85% | |
Worst 3-Yr Total Return (2006-8): | -10.66% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIMSX | Category | Diff | Index* | Diff | | Year To Date | 21.89 | 31.59 | -9.7 | 24.07 | -2.18 | | 1-Month | 4.51 | 4.49 | 0.02 | 6.00 | -1.49 | | 3-Month | 6.23 | 6.16 | 0.07 | 7.91 | -1.68 | | 1-Year | 27.15 | 35.24 | -8.09 | 25.39 | 1.76 | | 3-Year | -8.98 | -5.04 | -3.94 | -5.79 | -3.19 | | 5-Year | 1.41 | 1.47 | -0.06 | 0.71 | 0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.93 | 48.99 | -5.06 | 45.76 | -1.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.53 | -20.53 | -13 | -18.25 | -15.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.79 | -43.77 | -5.02 | | 2007 | | | 21.46 | 15.09 | 6.37 | | 2006 | | | 14.67 | 9.00 | 5.67 | | 2005 | | | 17.53 | 9.84 | 7.69 | | 2004 | | | 17.36 | 13.23 | 4.13 | | 2003 | | | 46.24 | 35.96 | 10.28 | | 2002 | | | -20.02 | -27.24 | 7.22 | | 2001 | | | -3.92 | -19.98 | 16.06 | | 2000 | | | 7.02 | -4.78 | 11.80 | | 1999 | | | 17.67 | 60.49 | -42.82 |
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| PAST QUARTERLY RETURNS (%) FOR
RIMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.34 | 11.52 | 18.49 | N/A | | 2008 | -13.85 | 4.34 | -15.86 | -32.30 | | 2007 | 6.79 | 11.49 | 5.11 | -2.94 | | 2006 | 13.97 | -4.29 | -2.88 | 8.24 | | 2005 | -0.07 | 2.31 | 11.55 | 3.05 | | 2004 | 4.99 | 1.15 | -3.12 | 14.07 | | 2003 | -2.11 | 21.84 | 6.36 | 15.28 | | 2002 | 1.41 | -8.86 | -17.22 | 4.53 | | 2001 | -13.25 | 13.83 | -16.98 | 17.20 | | 2000 | 10.30 | -2.95 | 6.48 | -6.10 | | 1999 | N/A | N/A | N/A | 24.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 661 | 827 | 79.93 | | 1-Month | 378 | 881 | 42.91 | | 3-Month | 430 | 879 | 48.92 | | 6-Month | 379 | 862 | 43.97 | | 1-Year | 522 | 825 | 63.27 | | 3-Year | 524 | 734 | 71.39 | | 5-Year | 279 | 632 | 44.15 |
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0.13% Nasdaq 
0.24%
Performance
