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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.66% | | 5-Year Average Return: | -0.22% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 34.36% | |
Worst 1-Yr Total Return (2008): | -37.92% | |
Best 3-Yr Total Return (2004-6): | 26.10% | |
Worst 3-Yr Total Return (2006-8): | -11.39% |
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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 | RRSCX | Category | Diff | Index* | Diff | | Year To Date | 20.66 | 22.99 | -2.33 | 24.07 | -3.41 | | 1-Month | 6.38 | 6.66 | -0.28 | 6.00 | 0.38 | | 3-Month | 8.04 | 8.82 | -0.78 | 7.91 | 0.13 | | 1-Year | 36.53 | 42.04 | -5.51 | 25.39 | 11.14 | | 3-Year | -15.01 | -15.72 | 0.71 | -5.79 | -9.22 | | 5-Year | -0.22 | -1.07 | 0.85 | 0.71 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.54 | 78.85 | -2.31 | 45.76 | 30.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.74 | -30.70 | -0.04 | -18.25 | -12.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RRSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.92 | -39.55 | 1.63 | | 2007 | | | -16.59 | -14.66 | -1.93 | | 2006 | | | 34.36 | 33.58 | 0.78 | | 2005 | | | 11.52 | 11.51 | 0.01 | | 2004 | | | 33.82 | 32.02 | 1.80 | | 2003 | | | 35.85 | 36.80 | -0.95 | | 2002 | | | 2.38 | 4.54 | -2.16 | | 2001 | | | 6.62 | 10.00 | -3.38 | | 2000 | | | 28.10 | 27.02 | 1.08 | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RRSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.54 | 29.49 | 29.55 | N/A | | 2008 | 1.62 | -5.64 | 3.43 | -37.41 | | 2007 | 3.03 | -9.59 | 3.11 | -13.15 | | 2006 | 14.26 | -0.89 | 8.33 | 9.52 | | 2005 | -7.54 | 13.79 | 3.13 | 2.78 | | 2004 | 12.01 | -5.05 | 7.92 | 16.60 | | 2003 | 1.22 | 11.41 | 10.10 | 9.41 | | 2002 | 7.20 | 3.76 | -8.92 | 1.05 | | 2001 | -3.18 | 9.42 | -2.70 | 3.43 | | 2000 | 2.12 | 9.65 | 9.99 | 4.02 | | 1999 | N/A | N/A | N/A | 2.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 152 | 267 | 56.93 | | 1-Month | 236 | 282 | 83.69 | | 3-Month | 165 | 276 | 59.78 | | 6-Month | 226 | 270 | 83.70 | | 1-Year | 142 | 265 | 53.58 | | 3-Year | 85 | 228 | 37.28 | | 5-Year | 80 | 201 | 39.80 |
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0.03% Nasdaq 
Performance
