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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.85% | | 5-Year Average Return: | 3.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.05% | |
Worst 1-Yr Total Return (2008): | -1.20% | |
Best 3-Yr Total Return (2005-7): | 3.21% | |
Worst 3-Yr Total Return (2006-8): | 2.32% |
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| 1-Year: | 6.84% | | 3-Year: | 3.99% | | 5-Year: | 3.44% | | 10-Year: | 4.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIQBX | Category | Diff | Index* | Diff | | Year To Date | 9.85 | 13.54 | -3.69 | 6.24 | 3.61 | | 1-Month | 0.67 | 0.89 | -0.22 | 0.49 | 0.18 | | 3-Month | 3.09 | 4.14 | -1.05 | 2.60 | 0.49 | | 1-Year | 13.76 | 17.86 | -4.1 | 13.79 | -0.03 | | 3-Year | 4.61 | 4.54 | 0.07 | 6.35 | -1.74 | | 5-Year | 3.59 | 3.85 | -0.26 | 5.05 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.24 | 13.81 | -4.57 | 7.06 | 2.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.18 | 6.49 | 0.69 | 7.94 | -0.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIQBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.20 | -4.70 | 3.50 | | 2007 | | | 5.05 | 4.70 | 0.35 | | 2006 | | | 3.20 | 4.15 | -0.95 | | 2005 | | | 1.41 | 1.80 | -0.39 | | 2004 | | | 2.83 | 3.91 | -1.08 | | 2003 | | | 3.75 | 5.10 | -1.35 | | 2002 | | | 8.43 | 8.04 | 0.39 | | 2001 | | | 7.85 | 7.64 | 0.21 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIQBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.07 | 2.74 | 5.08 | N/A | | 2008 | 1.17 | -1.07 | -1.94 | 0.66 | | 2007 | 1.16 | -0.81 | 2.26 | 2.39 | | 2006 | -0.88 | -0.45 | 3.51 | 1.05 | | 2005 | -0.62 | 2.75 | -0.98 | 0.30 | | 2004 | 2.42 | -3.08 | 2.81 | 0.76 | | 2003 | 1.25 | 2.58 | -0.44 | 0.33 | | 2002 | -0.15 | 3.24 | 4.12 | 1.03 | | 2001 | 3.20 | 0.01 | 4.73 | -0.22 | | 2000 | N/A | N/A | N/A | 3.18 | | 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 | 762 | 1122 | 67.91 | | 1-Month | 535 | 1164 | 45.96 | | 3-Month | 865 | 1154 | 74.96 | | 6-Month | 815 | 1133 | 71.93 | | 1-Year | 701 | 1113 | 62.98 | | 3-Year | 491 | 957 | 51.31 | | 5-Year | 468 | 845 | 55.38 |
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