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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.17% | | 5-Year Average Return: | -0.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.31% | |
Worst 1-Yr Total Return (2008): | -37.63% | |
Best 3-Yr Total Return (2004-6): | 9.02% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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| 1-Year: | -8.62% | | 3-Year: | -6.52% | | 5-Year: | -0.16% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSAPX | Category | Diff | Index* | Diff | | Year To Date | 16.17 | 18.65 | -2.48 | 17.05 | -0.88 | | 1-Month | -1.95 | -2.18 | 0.23 | -1.86 | -0.09 | | 3-Month | 5.23 | 5.08 | 0.15 | 5.48 | -0.25 | | 1-Year | 8.84 | 11.86 | -3.02 | 9.80 | -0.96 | | 3-Year | -8.06 | -6.78 | -1.28 | -7.02 | -1.04 | | 5-Year | -0.84 | 0.49 | -1.33 | 0.33 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.76 | 45.26 | -0.5 | 45.76 | -1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.97 | -15.99 | -2.98 | -18.25 | -0.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSAPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.63 | -37.79 | 0.16 | | 2007 | | | 4.02 | 6.16 | -2.14 | | 2006 | | | 14.31 | 14.17 | 0.14 | | 2005 | | | 3.76 | 5.88 | -2.12 | | 2004 | | | 9.25 | 10.02 | -0.77 | | 2003 | | | 26.52 | 27.05 | -0.53 | | 2002 | | | -23.26 | -22.25 | -1.01 | | 2001 | | | -12.87 | -13.50 | 0.63 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSAPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.06 | 15.58 | 15.25 | N/A | | 2008 | -9.71 | -2.99 | -8.57 | -22.12 | | 2007 | 0.41 | 5.86 | 1.65 | -3.74 | | 2006 | 3.87 | -1.65 | 5.29 | 6.28 | | 2005 | -2.30 | 0.98 | 3.32 | 1.79 | | 2004 | 1.31 | 1.30 | -2.18 | 8.82 | | 2003 | -3.48 | 14.60 | 2.40 | 11.70 | | 2002 | 0.00 | -13.71 | -17.50 | 7.79 | | 2001 | -11.93 | 5.40 | -14.76 | 10.13 | | 2000 | N/A | N/A | N/A | -7.98 | | 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 | 1328 | 2013 | 65.97 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 1045 | 2090 | 50.00 | | 6-Month | 1126 | 2049 | 54.95 | | 1-Year | 1116 | 1999 | 55.83 | | 3-Year | 983 | 1694 | 58.03 | | 5-Year | 869 | 1352 | 64.28 |
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