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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.37% | | 5-Year Average Return: | 2.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.08% | |
Worst 1-Yr Total Return (2008): | -25.52% | |
Best 3-Yr Total Return (2004-6): | 8.16% | |
Worst 3-Yr Total Return (2006-8): | -3.73% |
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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 | RLBFX | Category | Diff | Index* | Diff | | Year To Date | 15.37 | 18.16 | -2.79 | N/A | N/A | | 1-Month | -0.39 | -1.24 | 0.85 | N/A | N/A | | 3-Month | 4.84 | 4.71 | 0.13 | N/A | N/A | | 1-Year | 12.12 | 15.73 | -3.61 | N/A | N/A | | 3-Year | -2.04 | -2.66 | 0.62 | N/A | N/A | | 5-Year | 2.22 | 2.10 | 0.12 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.47 | 33.32 | -0.85 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.86 | -8.51 | -0.35 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RLBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.52 | -28.00 | 2.48 | | 2007 | | | 6.86 | 5.99 | 0.87 | | 2006 | | | 12.08 | 11.29 | 0.79 | | 2005 | | | 3.38 | 5.13 | -1.75 | | 2004 | | | 9.21 | 8.86 | 0.35 | | 2003 | | | 23.16 | 20.35 | 2.81 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RLBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.86 | 11.81 | 11.22 | N/A | | 2008 | -5.84 | -2.68 | -5.11 | -14.35 | | 2007 | 0.82 | 5.08 | 2.84 | -1.91 | | 2006 | 2.87 | -0.54 | 4.61 | 4.72 | | 2005 | -1.30 | 1.73 | 0.99 | 1.95 | | 2004 | 2.56 | 0.65 | -0.26 | 6.08 | | 2003 | -2.36 | 12.84 | 2.44 | 9.11 | | 2002 | N/A | N/A | -11.46 | 8.51 | | 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 | 847 | 1211 | 69.94 | | 1-Month | 62 | 1258 | 4.93 | | 3-Month | 577 | 1256 | 45.94 | | 6-Month | 805 | 1220 | 65.98 | | 1-Year | 672 | 1204 | 55.81 | | 3-Year | 290 | 950 | 30.53 | | 5-Year | 292 | 796 | 36.68 |
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0.18% Nasdaq 
0.42%
Performance
