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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.82% | | 5-Year Average Return: | -0.47% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.74% | |
Worst 1-Yr Total Return (2008): | -45.62% | |
Best 3-Yr Total Return (2004-6): | 12.88% | |
Worst 3-Yr Total Return (2006-8): | -15.12% |
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| 1-Year: | -4.26% | | 3-Year: | -9.76% | | 5-Year: | -0.89% | | 10-Year: | 3.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RPFGX | Category | Diff | Index* | Diff | | Year To Date | 36.82 | 20.35 | 16.47 | 17.05 | 19.77 | | 1-Month | -0.77 | -4.96 | 4.19 | -1.86 | 1.09 | | 3-Month | 9.72 | 5.78 | 3.94 | 5.48 | 4.24 | | 1-Year | 23.33 | 6.97 | 16.36 | 9.80 | 13.53 | | 3-Year | -9.05 | -15.39 | 6.34 | -7.02 | -2.03 | | 5-Year | -0.47 | -5.49 | 5.02 | 0.33 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.87 | 76.37 | -0.5 | 45.76 | 30.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.65 | -13.57 | 1.92 | -18.25 | 6.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RPFGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.62 | -43.91 | -1.71 | | 2007 | | | -5.31 | -11.64 | 6.33 | | 2006 | | | 18.74 | 16.90 | 1.84 | | 2005 | | | 8.03 | 6.74 | 1.29 | | 2004 | | | 12.11 | 14.02 | -1.91 | | 2003 | | | 36.86 | 33.56 | 3.30 | | 2002 | | | -18.98 | -10.28 | -8.70 | | 2001 | | | -9.15 | -2.05 | -7.10 | | 2000 | | | 32.16 | 27.74 | 4.42 | | 1999 | | | -0.85 | -1.79 | 0.94 |
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| PAST QUARTERLY RETURNS (%) FOR
RPFGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.80 | 28.82 | 19.99 | N/A | | 2008 | -13.71 | -7.69 | -6.35 | -27.10 | | 2007 | -2.15 | 7.25 | -1.63 | -8.29 | | 2006 | 2.15 | -0.83 | 7.89 | 8.65 | | 2005 | -2.22 | -0.95 | 2.57 | 8.75 | | 2004 | 6.51 | -2.36 | -2.18 | 10.22 | | 2003 | -6.29 | 21.77 | 4.56 | 14.71 | | 2002 | -0.15 | -9.96 | -16.66 | 8.13 | | 2001 | -10.66 | 9.31 | -16.30 | 11.16 | | 2000 | 4.30 | 2.97 | 18.16 | 4.14 | | 1999 | N/A | N/A | N/A | 4.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 129 | 9.30 | | 1-Month | 1 | 129 | 0.78 | | 3-Month | 7 | 129 | 5.43 | | 6-Month | 60 | 129 | 46.51 | | 1-Year | 9 | 122 | 7.38 | | 3-Year | 18 | 107 | 16.82 | | 5-Year | 15 | 101 | 14.85 |
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0.34% Nasdaq 
Performance
