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| Morningstar Return Rating: | | | Year to Date Return: | 52.09% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -51.26% | |
Worst 1-Yr Total Return (2008): | -51.26% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 15.49% | | 3-Year: | 1.43% | | 5-Year: | 3.97% | | 10-Year: | -1.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RINCX | Category | Diff | Index* | Diff | | Year To Date | 52.09 | 44.15 | 7.94 | 17.05 | 35.04 | | 1-Month | -5.00 | -3.44 | -1.56 | -1.86 | -3.14 | | 3-Month | 4.09 | 4.68 | -0.59 | 5.48 | -1.39 | | 1-Year | 40.59 | 31.89 | 8.7 | 9.80 | 30.79 | | 3-Year | -1.95 | -1.81 | -0.14 | -7.02 | 5.07 | | 5-Year | 1.61 | 2.63 | -1.02 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.05 | 57.15 | 12.9 | 45.76 | 24.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.55 | -10.30 | -1.25 | -18.25 | 6.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RINCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.26 | -45.33 | -5.93 | | 2007 | | | N/A | 16.12 | N/A | | 2006 | | | N/A | 7.08 | N/A | | 2005 | | | N/A | 5.76 | N/A | | 2004 | | | N/A | 4.24 | N/A | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RINCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.93 | 29.27 | 15.82 | N/A | | 2008 | -20.93 | 5.02 | -19.32 | -27.24 | | 2007 | N/A | N/A | 8.76 | -1.78 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 220 | 21.82 | | 1-Month | 182 | 234 | 77.78 | | 3-Month | 118 | 228 | 51.75 | | 6-Month | 97 | 222 | 43.69 | | 1-Year | 25 | 212 | 11.79 | | 3-Year | | 203 | N/A | | 5-Year | | 190 | N/A |
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