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| Morningstar Return Rating: | High | | Year to Date Return: | 47.58% | | 5-Year Average Return: | 5.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.02% | |
Worst 1-Yr Total Return (2008): | -40.98% | |
Best 3-Yr Total Return (2004-6): | 16.30% | |
Worst 3-Yr Total Return (2006-8): | -8.35% |
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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 | RMCFX | Category | Diff | Index* | Diff | | Year To Date | 47.58 | 22.72 | 24.86 | 24.07 | 23.51 | | 1-Month | 4.97 | 3.14 | 1.83 | 6.00 | -1.03 | | 3-Month | 9.45 | 3.09 | 6.36 | 7.91 | 1.54 | | 1-Year | 56.12 | 29.36 | 26.76 | 25.39 | 30.73 | | 3-Year | -1.62 | -8.14 | 6.52 | -5.79 | 4.17 | | 5-Year | 5.27 | -0.30 | 5.57 | 0.71 | 4.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.50 | 57.49 | 12.01 | 45.76 | 23.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.14 | -19.40 | 6.26 | -18.25 | 5.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RMCFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.98 | -36.56 | -4.42 | | 2007 | | | 6.90 | -1.10 | 8.00 | | 2006 | | | 22.02 | 15.03 | 6.99 | | 2005 | | | 11.39 | 6.75 | 4.64 | | 2004 | | | 15.73 | 18.94 | -3.21 | | 2003 | | | 52.42 | 43.41 | 9.01 | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RMCFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.99 | 30.67 | 20.13 | N/A | | 2008 | -7.93 | 1.04 | -12.52 | -27.48 | | 2007 | 4.52 | 5.32 | -1.00 | -1.90 | | 2006 | 15.52 | -3.22 | -2.26 | 11.67 | | 2005 | -3.89 | 0.53 | 12.08 | 2.87 | | 2004 | 8.45 | -1.79 | -1.76 | 10.62 | | 2003 | -7.19 | 27.68 | 12.71 | 14.12 | | 2002 | N/A | N/A | N/A | 8.90 | | 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 | 32 | 657 | 4.87 | | 1-Month | 488 | 679 | 71.87 | | 3-Month | 53 | 671 | 7.90 | | 6-Month | 33 | 663 | 4.98 | | 1-Year | 35 | 646 | 5.42 | | 3-Year | 54 | 573 | 9.42 | | 5-Year | 14 | 475 | 2.95 |
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