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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.90% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.74% | |
Worst 1-Yr Total Return (2008): | -38.72% | |
Best 3-Yr Total Return (2004-6): | 11.05% | |
Worst 3-Yr Total Return (2006-8): | -9.00% |
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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 | RQEYX | Category | Diff | Index* | Diff | | Year To Date | 12.90 | 18.65 | -5.75 | 17.05 | -4.15 | | 1-Month | -1.98 | -2.18 | 0.2 | -1.86 | -0.12 | | 3-Month | 5.58 | 5.08 | 0.5 | 5.48 | 0.1 | | 1-Year | 4.38 | 11.86 | -7.48 | 9.80 | -5.42 | | 3-Year | -8.99 | -6.78 | -2.21 | -7.02 | -1.97 | | 5-Year | -0.40 | 0.49 | -0.89 | 0.33 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.41 | 45.26 | 0.15 | 45.76 | -0.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.70 | -15.99 | -4.71 | -18.25 | -2.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RQEYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.72 | -37.79 | -0.93 | | 2007 | | | 5.35 | 6.16 | -0.81 | | 2006 | | | 16.74 | 14.17 | 2.57 | | 2005 | | | 6.39 | 5.88 | 0.51 | | 2004 | | | 10.26 | 10.02 | 0.24 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RQEYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.37 | 14.57 | 16.04 | N/A | | 2008 | -11.24 | -2.60 | -8.83 | -22.25 | | 2007 | 0.43 | 6.96 | 1.06 | -2.96 | | 2006 | 5.65 | -2.18 | 5.06 | 7.53 | | 2005 | -1.55 | 1.57 | 5.42 | 0.92 | | 2004 | 1.99 | 1.30 | -2.88 | 9.89 | | 2003 | N/A | N/A | 1.28 | 11.92 | | 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 | 1630 | 2013 | 80.97 | | 1-Month | 485 | 2110 | 22.99 | | 3-Month | 543 | 2090 | 25.98 | | 6-Month | 676 | 2049 | 32.99 | | 1-Year | 1409 | 1999 | 70.49 | | 3-Year | 1132 | 1694 | 66.82 | | 5-Year | 751 | 1352 | 55.55 |
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0.37% Nasdaq 
Performance
