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| Morningstar Return Rating: | Below average | | Year to Date Return: | 41.59% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.28% | |
Worst 1-Yr Total Return (2008): | -28.09% | |
Best 3-Yr Total Return (2004-6): | 7.56% | |
Worst 3-Yr Total Return (2006-8): | -6.94% |
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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 | RITBX | Category | Diff | Index* | Diff | | Year To Date | 41.59 | 40.95 | 0.64 | 6.24 | 35.35 | | 1-Month | 1.05 | 1.53 | -0.48 | 0.49 | 0.56 | | 3-Month | 8.22 | 8.19 | 0.03 | 2.60 | 5.62 | | 1-Year | 35.55 | 35.58 | -0.03 | 13.79 | 21.76 | | 3-Year | 1.72 | 2.61 | -0.89 | 6.35 | -4.63 | | 5-Year | 3.78 | 4.05 | -0.27 | 5.05 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.56 | 34.85 | 4.71 | 7.06 | 32.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.09 | 0.91 | -2 | 7.94 | -9.03 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RITBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.09 | -26.41 | -1.68 | | 2007 | | | 0.71 | 1.47 | -0.76 | | 2006 | | | 11.28 | 10.14 | 1.14 | | 2005 | | | 2.77 | 2.59 | 0.18 | | 2004 | | | 8.81 | 9.99 | -1.18 | | 2003 | | | 27.68 | 24.36 | 3.32 | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RITBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.19 | 19.85 | 14.42 | N/A | | 2008 | -4.10 | 2.42 | -9.37 | -19.22 | | 2007 | 2.27 | 0.77 | -0.49 | -1.80 | | 2006 | 3.03 | 0.24 | 3.15 | 4.45 | | 2005 | -1.79 | 2.43 | 1.37 | 0.79 | | 2004 | 1.54 | -1.12 | 3.61 | 4.59 | | 2003 | 7.23 | 9.24 | 3.40 | 5.42 | | 2002 | N/A | N/A | -4.84 | 9.93 | | 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 | 278 | 547 | 50.82 | | 1-Month | 426 | 577 | 73.83 | | 3-Month | 309 | 573 | 53.93 | | 6-Month | 165 | 553 | 29.84 | | 1-Year | 270 | 546 | 49.45 | | 3-Year | 320 | 471 | 67.94 | | 5-Year | 246 | 401 | 61.35 |
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0.22% Nasdaq 0.00%
Performance
