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| Morningstar Return Rating: | Average | | Year to Date Return: | -0.41% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.05% | |
Worst 1-Yr Total Return (2005): | -8.18% | |
Best 3-Yr Total Return (2007-9): | 6.67% | |
Worst 3-Yr Total Return (2005-7): | 2.81% |
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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 | RPIBX | Category | Diff | Index* | Diff | | Year To Date | -0.41 | 0.52 | -0.93 | 1.53 | -1.94 | | 1-Month | -0.41 | 0.52 | -0.93 | 1.53 | -1.94 | | 3-Month | -2.03 | 0.13 | -2.16 | 1.23 | -3.26 | | 1-Year | 13.01 | 16.37 | -3.36 | 8.51 | 4.5 | | 3-Year | 7.18 | 6.86 | 0.32 | 6.60 | 0.58 | | 5-Year | 3.94 | 4.46 | -0.52 | 5.16 | -1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.66 | 18.51 | 1.15 | 7.06 | 12.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.78 | 8.15 | -0.37 | 7.94 | -0.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RPIBX | Category | Diff | | 2009 | | | 8.38 | 13.12 | -4.74 | | 2008 | | | 1.77 | -1.57 | 3.34 | | 2007 | | | 10.05 | 7.28 | 2.77 | | 2006 | | | 7.55 | 5.42 | 2.13 | | 2005 | | | -8.18 | -3.33 | -4.85 | | 2004 | | | 11.40 | 8.98 | 2.42 | | 2003 | | | 18.77 | 13.79 | 4.98 | | 2002 | | | 21.80 | 14.10 | 7.70 | | 2001 | | | -3.41 | 1.95 | -5.36 | | 2000 | | | -3.13 | 3.21 | -6.34 |
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| PAST QUARTERLY RETURNS (%) FOR
RPIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.42 | 7.74 | 7.76 | -1.30 | | 2008 | 8.69 | -4.45 | -6.30 | 4.58 | | 2007 | 1.25 | -1.06 | 6.71 | 2.95 | | 2006 | 0.47 | 3.10 | 0.88 | 2.92 | | 2005 | -3.27 | -2.50 | -0.42 | -2.23 | | 2004 | 1.41 | -3.23 | 2.96 | 10.25 | | 2003 | 3.65 | 5.05 | 2.76 | 6.15 | | 2002 | -1.89 | 13.56 | 2.72 | 6.44 | | 2001 | -4.70 | -1.82 | 7.04 | -3.55 | | 2000 | -1.99 | -1.30 | -4.07 | 4.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 265 | 298 | 88.93 | | 1-Month | 244 | 298 | 81.88 | | 3-Month | 261 | 294 | 88.78 | | 6-Month | 252 | 284 | 88.73 | | 1-Year | 166 | 269 | 61.71 | | 3-Year | 68 | 186 | 36.56 | | 5-Year | 90 | 159 | 56.60 |
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