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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.29% | | 5-Year Average Return: | -0.25% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.84% | |
Worst 1-Yr Total Return (2008): | -36.23% | |
Best 3-Yr Total Return (2004-6): | 9.17% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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| 1-Year: | -3.64% | | 3-Year: | -3.55% | | 5-Year: | 1.56% | | 10-Year: | 4.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSCCX | Category | Diff | Index* | Diff | | Year To Date | 18.29 | 21.65 | -3.36 | 17.05 | 1.24 | | 1-Month | -6.04 | -5.90 | -0.14 | -1.86 | -4.18 | | 3-Month | 2.55 | 2.07 | 0.48 | 5.48 | -2.93 | | 1-Year | 13.29 | 13.17 | 0.12 | 9.80 | 3.49 | | 3-Year | -6.93 | -7.45 | 0.52 | -7.02 | 0.09 | | 5-Year | -0.25 | 0.22 | -0.47 | 0.33 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.43 | 52.20 | -5.77 | 45.76 | 0.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.35 | -18.89 | -0.46 | -18.25 | -1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.23 | -41.55 | 5.32 | | 2007 | | | 4.00 | 7.59 | -3.59 | | 2006 | | | 15.84 | 10.81 | 5.03 | | 2005 | | | -1.16 | 6.02 | -7.18 | | 2004 | | | 13.62 | 12.41 | 1.21 | | 2003 | | | 41.62 | 45.54 | -3.92 | | 2002 | | | -16.46 | -27.88 | 11.42 | | 2001 | | | -8.05 | -8.91 | 0.86 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.88 | 18.70 | 15.14 | N/A | | 2008 | -12.96 | 1.35 | -6.49 | -22.70 | | 2007 | 6.38 | 4.56 | 1.49 | -7.87 | | 2006 | 14.52 | -7.53 | 1.81 | 7.45 | | 2005 | -6.46 | 2.08 | 4.90 | -1.31 | | 2004 | 3.37 | 0.01 | -2.75 | 13.02 | | 2003 | -5.72 | 20.56 | 7.83 | 15.55 | | 2002 | 5.71 | -7.72 | -18.03 | 4.48 | | 2001 | -15.01 | 11.92 | -15.65 | 14.60 | | 2000 | N/A | N/A | N/A | -17.85 | | 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 | 379 | 790 | 47.97 | | 1-Month | 57 | 820 | 6.95 | | 3-Month | 90 | 819 | 10.99 | | 6-Month | 600 | 800 | 75.00 | | 1-Year | 226 | 783 | 28.86 | | 3-Year | 192 | 669 | 28.70 | | 5-Year | 247 | 554 | 44.58 |
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