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| Morningstar Return Rating: | High | | Year to Date Return: | 21.65% | | 5-Year Average Return: | 5.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.27% | |
Worst 1-Yr Total Return (2008): | -29.04% | |
Best 3-Yr Total Return (2004-6): | 14.83% | |
Worst 3-Yr Total Return (2006-8): | -5.15% |
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| 1-Year: | -1.13% | | 3-Year: | 2.44% | | 5-Year: | 6.52% | | 10-Year: | 10.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RPRCX | Category | Diff | Index* | Diff | | Year To Date | 21.65 | 25.56 | -3.91 | 17.05 | 4.6 | | 1-Month | -5.20 | -4.12 | -1.08 | -1.86 | -3.34 | | 3-Month | 2.93 | 5.04 | -2.11 | 5.48 | -2.55 | | 1-Year | 19.20 | 18.21 | 0.99 | 9.80 | 9.4 | | 3-Year | -0.34 | -6.38 | 6.04 | -7.02 | 6.68 | | 5-Year | 5.21 | 1.42 | 3.79 | 0.33 | 4.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.70 | 53.89 | 0.81 | 45.76 | 8.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.49 | -16.12 | -0.37 | -18.25 | 1.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RPRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.04 | -39.18 | 10.14 | | 2007 | | | 11.60 | 4.85 | 6.75 | | 2006 | | | 7.74 | 14.03 | -6.29 | | 2005 | | | 15.88 | 9.25 | 6.63 | | 2004 | | | 21.27 | 16.30 | 4.97 | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RPRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.82 | 21.55 | 18.37 | N/A | | 2008 | -2.90 | 6.65 | -11.95 | -22.18 | | 2007 | 5.60 | 7.93 | 0.26 | -2.34 | | 2006 | 10.91 | -5.86 | -2.47 | 5.80 | | 2005 | -2.84 | 2.23 | 10.20 | 5.87 | | 2004 | 7.50 | 4.36 | 0.00 | 8.10 | | 2003 | N/A | N/A | 7.23 | 13.20 | | 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 | 276 | 461 | 59.87 | | 1-Month | 421 | 484 | 86.98 | | 3-Month | 332 | 482 | 68.88 | | 6-Month | 377 | 466 | 80.90 | | 1-Year | 143 | 459 | 31.15 | | 3-Year | 20 | 378 | 5.29 | | 5-Year | 9 | 298 | 3.02 |
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0.01% Nasdaq 0.00%
Performance
