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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.91% | | 5-Year Average Return: | 0.37% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.15% | |
Worst 1-Yr Total Return (2008): | -36.83% | |
Best 3-Yr Total Return (2005-7): | 8.03% | |
Worst 3-Yr Total Return (2006-8): | -8.59% |
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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 | RRCOX | Category | Diff | Index* | Diff | | Year To Date | 18.91 | 18.65 | 0.26 | 17.05 | 1.86 | | 1-Month | -2.20 | -2.18 | -0.02 | -1.86 | -0.34 | | 3-Month | 4.80 | 5.08 | -0.28 | 5.48 | -0.68 | | 1-Year | 11.43 | 11.86 | -0.43 | 9.80 | 1.63 | | 3-Year | -6.52 | -6.78 | 0.26 | -7.02 | 0.5 | | 5-Year | 0.37 | 0.49 | -0.12 | 0.33 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.02 | 45.26 | 0.76 | 45.76 | 0.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.08 | -15.99 | -1.09 | -18.25 | 1.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RRCOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.83 | -37.79 | 0.96 | | 2007 | | | 5.00 | 6.16 | -1.16 | | 2006 | | | 15.15 | 14.17 | 0.98 | | 2005 | | | 4.28 | 5.88 | -1.60 | | 2004 | | | N/A | 10.02 | N/A | | 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
RRCOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.21 | 16.47 | 14.98 | N/A | | 2008 | -9.40 | -1.43 | -9.21 | -22.09 | | 2007 | 0.50 | 6.57 | 2.00 | -3.88 | | 2006 | 4.11 | -1.80 | 5.43 | 6.83 | | 2005 | -2.48 | 1.93 | 2.80 | 2.06 | | 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 | 825 | 2013 | 40.98 | | 1-Month | 907 | 2110 | 42.99 | | 3-Month | 1149 | 2090 | 54.98 | | 6-Month | 1024 | 2049 | 49.98 | | 1-Year | 698 | 1999 | 34.92 | | 3-Year | 536 | 1694 | 31.64 | | 5-Year | | 1352 | N/A |
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0.83% Nasdaq 
Performance
