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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.25% | | 5-Year Average Return: | 2.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.98% | |
Worst 1-Yr Total Return (2008): | -5.57% | |
Best 3-Yr Total Return (2005-7): | 2.70% | |
Worst 3-Yr Total Return (2006-8): | 0.62% |
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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 | RSBCX | Category | Diff | Index* | Diff | | Year To Date | 12.25 | 9.71 | 2.54 | 7.61 | 4.64 | | 1-Month | 0.60 | 0.67 | -0.07 | 1.29 | -0.69 | | 3-Month | 2.26 | 2.20 | 0.06 | 2.86 | -0.6 | | 1-Year | 14.76 | 11.11 | 3.65 | 11.63 | 3.13 | | 3-Year | 3.58 | 3.58 | 0 | 6.40 | -2.82 | | 5-Year | 2.83 | 3.39 | -0.56 | 5.49 | -2.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.88 | 7.66 | 2.22 | 7.06 | 2.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.69 | 4.29 | -0.6 | 7.94 | -4.25 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.57 | -4.23 | -1.34 | | 2007 | | | 4.98 | 4.29 | 0.69 | | 2006 | | | 2.75 | 4.05 | -1.30 | | 2005 | | | 0.43 | 1.45 | -1.02 | | 2004 | | | 0.20 | 1.63 | -1.43 | | 2003 | | | 1.40 | 2.54 | -1.14 | | 2002 | | | 5.27 | 5.47 | -0.20 | | 2001 | | | 7.29 | 7.27 | 0.02 | | 2000 | | | 6.51 | 7.59 | -1.08 | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.02 | 5.54 | 3.91 | N/A | | 2008 | 0.74 | -0.16 | -3.99 | -2.21 | | 2007 | 1.19 | 0.19 | 1.79 | 1.73 | | 2006 | 0.05 | 0.17 | 1.85 | 0.66 | | 2005 | -0.63 | 0.94 | -0.16 | 0.28 | | 2004 | 0.89 | -1.38 | 0.91 | -0.20 | | 2003 | 0.79 | 0.84 | 0.02 | -0.25 | | 2002 | 0.11 | 1.91 | 2.10 | 1.06 | | 2001 | 2.84 | 1.00 | 2.93 | 0.34 | | 2000 | 0.99 | 1.18 | 2.11 | 2.07 | | 1999 | N/A | N/A | N/A | 0.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 137 | 418 | 32.78 | | 1-Month | 173 | 434 | 39.86 | | 3-Month | 147 | 433 | 33.95 | | 6-Month | 161 | 424 | 37.97 | | 1-Year | 104 | 418 | 24.88 | | 3-Year | 177 | 377 | 46.95 | | 5-Year | 182 | 313 | 58.15 |
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0.15% Nasdaq 
0.09%
Performance
