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| Morningstar Return Rating: | | | Year to Date Return: | 27.51% | | 5-Year Average Return: | 1.80% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -35.28% | |
Worst 1-Yr Total Return (2008): | -35.28% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -5.07% | | 3-Year: | -2.33% | | 5-Year: | 3.83% | | 10-Year: | 9.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RPMRX | Category | Diff | Index* | Diff | | Year To Date | 27.51 | 22.72 | 4.79 | 24.07 | 3.44 | | 1-Month | 2.82 | 3.14 | -0.32 | 6.00 | -3.18 | | 3-Month | 4.29 | 3.09 | 1.2 | 7.91 | -3.62 | | 1-Year | 34.18 | 29.36 | 4.82 | 25.39 | 8.79 | | 3-Year | -5.55 | -8.14 | 2.59 | -5.79 | 0.24 | | 5-Year | 1.80 | -0.30 | 2.1 | 0.71 | 1.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.79 | 57.49 | 3.3 | 45.76 | 15.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.83 | -19.40 | 0.57 | -18.25 | -0.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RPMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.28 | -36.56 | 1.28 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 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
RPMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.94 | 22.48 | 20.65 | N/A | | 2008 | -6.31 | 1.09 | -7.25 | -26.33 | | 2007 | N/A | N/A | -3.14 | -3.97 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 177 | 657 | 26.94 | | 1-Month | 509 | 679 | 74.96 | | 3-Month | 208 | 671 | 31.00 | | 6-Month | 205 | 663 | 30.92 | | 1-Year | 159 | 646 | 24.61 | | 3-Year | | 573 | N/A | | 5-Year | | 475 | N/A |
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