Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 8, 2009, 1:53AM ET - U.S. Markets open in 7 hours and 37 minutes. Dow Up 0.01% Nasdaq Down 0.22%
Roxbury Small Cap Growth Instl (RSCIX)On Dec 7: 13.17  Up 0.02 (0.15%)  
MORE ON RSCIX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:27.80%
5-Year Average Return:0.13%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2006):11.97%
Worst 1-Yr Total Return (2008):-39.86%
Best 3-Yr Total Return (2004-6):9.05%
Worst 3-Yr Total Return (2006-8):-12.38%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnRSCIXCategoryDiffIndex*Diff
Year To Date27.8021.656.1517.0510.75
1-Month-5.12-5.900.78-1.86-3.26
3-Month3.642.071.575.48-1.84
1-Year15.0013.171.839.805.2
3-Year-8.05-7.45-0.6-7.02-1.03
5-Year0.130.22-0.090.33-0.2
Last Bull Market ( 28-Feb-09 to 30-Sep-09)55.3052.203.145.769.54
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-15.11-18.893.78-18.253.14
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearRSCIXCategoryDiff
2009N/AN/AN/A
2008
 
-39.86-41.551.69
2007
 
-0.127.59-7.71
2006
 
11.9710.811.16
2005
 
7.676.021.65
2004
 
7.5512.41-4.86
2003N/A45.54N/A
2002N/A-27.88N/A
2001N/A-8.91N/A
2000N/A-3.85N/A
1999N/A64.77N/A
PAST QUARTERLY RETURNS (%) FOR RSCIX 
Q1Q2Q3Q4
2009-7.4222.3518.91N/A
2008-13.072.96-9.33-25.90
20074.324.60-0.58-7.94
200615.97-7.80-2.607.52
2005-5.793.416.843.44
20042.960.24-7.5812.76
2003N/A27.7315.9912.50
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date20579025.95
1-Month31182037.93
3-Month30381937.00
6-Month12080015.00
1-Year25078331.93
3-Year34066950.82
5-Year24655444.40

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder