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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.35% | | 5-Year Average Return: | 4.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.39% | |
Worst 1-Yr Total Return (2008): | -39.69% | |
Best 3-Yr Total Return (2004-6): | 13.23% | |
Worst 3-Yr Total Return (2006-8): | -8.83% |
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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 | RPMGX | Category | Diff | Index* | Diff | | Year To Date | 32.35 | 25.80 | 6.55 | 17.05 | 15.3 | | 1-Month | -4.57 | -4.37 | -0.2 | -1.86 | -2.71 | | 3-Month | 5.31 | 4.09 | 1.22 | 5.48 | -0.17 | | 1-Year | 27.09 | 16.23 | 10.86 | 9.80 | 17.29 | | 3-Year | -1.14 | -5.36 | 4.22 | -7.02 | 5.88 | | 5-Year | 4.63 | 1.68 | 2.95 | 0.33 | 4.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.59 | 47.87 | 6.72 | 45.76 | 8.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.44 | -19.87 | 5.43 | -18.25 | 3.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RPMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.69 | -43.77 | 4.08 | | 2007 | | | 17.65 | 15.09 | 2.56 | | 2006 | | | 6.79 | 9.00 | -2.21 | | 2005 | | | 14.82 | 9.84 | 4.98 | | 2004 | | | 18.39 | 13.23 | 5.16 | | 2003 | | | 38.21 | 35.96 | 2.25 | | 2002 | | | -21.22 | -27.24 | 6.02 | | 2001 | | | -0.98 | -19.98 | 19.00 | | 2000 | | | 7.43 | -4.78 | 12.21 | | 1999 | | | 23.78 | 60.49 | -36.71 |
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| PAST QUARTERLY RETURNS (%) FOR
RPMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.13 | 17.80 | 19.08 | N/A | | 2008 | -10.72 | 4.56 | -13.54 | -25.28 | | 2007 | 3.24 | 11.53 | 3.45 | -1.23 | | 2006 | 6.22 | -4.69 | -0.05 | 5.54 | | 2005 | -2.25 | 4.12 | 8.17 | 4.28 | | 2004 | 3.36 | 4.22 | -2.14 | 12.32 | | 2003 | -1.32 | 19.62 | 4.20 | 12.36 | | 2002 | 0.53 | -10.96 | -18.88 | 8.49 | | 2001 | -13.24 | 14.37 | -17.71 | 21.27 | | 2000 | 9.97 | -3.83 | 5.61 | -3.81 | | 1999 | N/A | N/A | N/A | 19.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 195 | 848 | 23.00 | | 1-Month | 378 | 901 | 41.95 | | 3-Month | 170 | 898 | 18.93 | | 6-Month | 217 | 868 | 25.00 | | 1-Year | 87 | 847 | 10.27 | | 3-Year | 62 | 749 | 8.28 | | 5-Year | 65 | 636 | 10.22 |
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0.34% Nasdaq 
Performance
