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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.15% | | 5-Year Average Return: | 3.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.31% | |
Worst 1-Yr Total Return (2008): | -0.74% | |
Best 3-Yr Total Return (2005-7): | 3.54% | |
Worst 3-Yr Total Return (2006-8): | 2.71% |
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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 | RIQKX | Category | Diff | Index* | Diff | | Year To Date | 10.15 | 13.54 | -3.39 | 6.24 | 3.91 | | 1-Month | 0.70 | 0.89 | -0.19 | 0.49 | 0.21 | | 3-Month | 3.18 | 4.14 | -0.96 | 2.60 | 0.58 | | 1-Year | 14.13 | 17.86 | -3.73 | 13.79 | 0.34 | | 3-Year | 5.01 | 4.54 | 0.47 | 6.35 | -1.34 | | 5-Year | 3.97 | 3.85 | 0.12 | 5.05 | -1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.44 | 13.81 | -4.37 | 7.06 | 2.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.55 | 6.49 | 1.06 | 7.94 | -0.39 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIQKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.74 | -4.70 | 3.96 | | 2007 | | | 5.31 | 4.70 | 0.61 | | 2006 | | | 3.67 | 4.15 | -0.48 | | 2005 | | | 1.67 | 1.80 | -0.13 | | 2004 | | | 3.30 | 3.91 | -0.61 | | 2003 | | | 4.11 | 5.10 | -0.99 | | 2002 | | | 8.81 | 8.04 | 0.77 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIQKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.16 | 2.83 | 5.16 | N/A | | 2008 | 1.36 | -1.08 | -1.75 | 0.75 | | 2007 | 1.24 | -0.83 | 2.34 | 2.48 | | 2006 | -0.80 | -0.36 | 3.70 | 1.14 | | 2005 | -0.63 | 2.94 | -0.89 | 0.28 | | 2004 | 2.61 | -3.09 | 3.00 | 0.85 | | 2003 | 1.44 | 2.66 | -0.44 | 0.42 | | 2002 | 0.03 | 3.22 | 4.21 | 1.12 | | 2001 | N/A | N/A | 4.71 | -0.13 | | 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 | 740 | 1122 | 65.95 | | 1-Month | 651 | 1164 | 55.93 | | 3-Month | 830 | 1154 | 71.92 | | 6-Month | 793 | 1133 | 69.99 | | 1-Year | 687 | 1113 | 61.73 | | 3-Year | 433 | 957 | 45.25 | | 5-Year | 397 | 845 | 46.98 |
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0.22% Nasdaq 
0.04 (0.40%) 
Performance
