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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.64% | | 5-Year Average Return: | 4.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.61% | |
Worst 1-Yr Total Return (2008): | -48.27% | |
Best 3-Yr Total Return (2004-6): | 15.83% | |
Worst 3-Yr Total Return (2006-8): | -11.54% |
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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 | RRITX | Category | Diff | Index* | Diff | | Year To Date | 41.64 | 29.71 | 11.93 | 27.36 | 14.28 | | 1-Month | -1.65 | -2.08 | 0.43 | -1.25 | -0.4 | | 3-Month | 7.09 | 5.76 | 1.33 | 8.10 | -1.01 | | 1-Year | 38.24 | 29.01 | 9.23 | 27.71 | 10.53 | | 3-Year | -4.05 | -4.76 | 0.71 | -5.22 | 1.17 | | 5-Year | 4.63 | 5.03 | -0.4 | 5.10 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.71 | 55.24 | 16.47 | 59.35 | 12.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.76 | -18.07 | 2.31 | -14.95 | -0.81 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RRITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.27 | -46.56 | -1.71 | | 2007 | | | 12.81 | 16.26 | -3.45 | | 2006 | | | 18.61 | 23.95 | -5.34 | | 2005 | | | 15.70 | 15.23 | 0.47 | | 2004 | | | 13.24 | 16.23 | -2.99 | | 2003 | | | 30.71 | 33.83 | -3.12 | | 2002 | | | N/A | -19.15 | N/A | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RRITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.66 | 32.47 | 19.02 | N/A | | 2008 | -9.18 | -1.19 | -21.94 | -26.15 | | 2007 | 2.39 | 5.71 | 4.24 | -0.01 | | 2006 | 7.17 | -3.50 | 3.37 | 10.96 | | 2005 | -0.78 | -1.42 | 12.12 | 5.50 | | 2004 | 3.49 | -2.19 | -1.98 | 14.13 | | 2003 | -10.25 | 19.70 | 6.08 | 14.69 | | 2002 | N/A | N/A | N/A | 7.12 | | 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 | 29 | 268 | 10.82 | | 1-Month | 126 | 287 | 43.90 | | 3-Month | 68 | 284 | 23.94 | | 6-Month | 5 | 275 | 1.82 | | 1-Year | 35 | 268 | 13.06 | | 3-Year | 64 | 202 | 31.68 | | 5-Year | 85 | 153 | 55.56 |
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