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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.37% | | 5-Year Average Return: | 4.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.93% | |
Worst 1-Yr Total Return (2008): | -30.10% | |
Best 3-Yr Total Return (2004-6): | 14.44% | |
Worst 3-Yr Total Return (2006-8): | -1.96% |
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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 | RIREX | Category | Diff | Index* | Diff | | Year To Date | 15.37 | 19.81 | -4.44 | N/A | N/A | | 1-Month | -0.81 | -1.18 | 0.37 | N/A | N/A | | 3-Month | 4.90 | 5.08 | -0.18 | N/A | N/A | | 1-Year | 15.41 | 19.31 | -3.9 | N/A | N/A | | 3-Year | -2.19 | -0.31 | -1.88 | N/A | N/A | | 5-Year | 4.10 | 5.57 | -1.47 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.19 | 33.14 | -0.95 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.46 | -3.45 | -8.01 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIREX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.10 | -28.98 | -1.12 | | 2007 | | | 10.58 | 11.39 | -0.81 | | 2006 | | | 21.93 | 16.61 | 5.32 | | 2005 | | | 4.83 | 6.56 | -1.73 | | 2004 | | | 17.25 | 15.24 | 2.01 | | 2003 | | | 21.45 | 25.32 | -3.87 | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIREX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.53 | 13.18 | 12.35 | N/A | | 2008 | -6.86 | -1.03 | -11.55 | -14.28 | | 2007 | 2.68 | 5.24 | 3.26 | -0.90 | | 2006 | 4.95 | 1.66 | 5.81 | 8.00 | | 2005 | -1.59 | 2.26 | 2.97 | 1.17 | | 2004 | 2.58 | -0.11 | 3.99 | 10.04 | | 2003 | -2.02 | 10.44 | 2.34 | 9.67 | | 2002 | N/A | N/A | -8.60 | 4.97 | | 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 | 184 | 272 | 67.65 | | 1-Month | 25 | 322 | 7.76 | | 3-Month | 122 | 322 | 37.89 | | 6-Month | 130 | 283 | 45.94 | | 1-Year | 134 | 244 | 54.92 | | 3-Year | 64 | 136 | 47.06 | | 5-Year | 45 | 93 | 48.39 |
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0.22% Nasdaq 
0.05 (0.10%) 
Performance
