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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.87% | | 5-Year Average Return: | 0.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.58% | |
Worst 1-Yr Total Return (2008): | -35.90% | |
Best 3-Yr Total Return (2004-6): | 9.90% | |
Worst 3-Yr Total Return (2006-8): | -7.95% |
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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 | RSCKX | Category | Diff | Index* | Diff | | Year To Date | 18.87 | 21.65 | -2.78 | 17.05 | 1.82 | | 1-Month | -6.01 | -5.90 | -0.11 | -1.86 | -4.15 | | 3-Month | 2.68 | 2.07 | 0.61 | 5.48 | -2.8 | | 1-Year | 13.88 | 13.17 | 0.71 | 9.80 | 4.08 | | 3-Year | -6.46 | -7.45 | 0.99 | -7.02 | 0.56 | | 5-Year | 0.31 | 0.22 | 0.09 | 0.33 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.12 | 52.20 | -5.08 | 45.76 | 1.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.86 | -18.89 | 0.03 | -18.25 | -0.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSCKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.90 | -41.55 | 5.65 | | 2007 | | | 4.36 | 7.59 | -3.23 | | 2006 | | | 16.58 | 10.81 | 5.77 | | 2005 | | | -0.53 | 6.02 | -6.55 | | 2004 | | | 14.47 | 12.41 | 2.06 | | 2003 | | | 42.89 | 45.54 | -2.65 | | 2002 | | | -15.81 | -27.88 | 12.07 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSCKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.71 | 18.83 | 15.32 | N/A | | 2008 | -12.86 | 1.51 | -6.44 | -22.55 | | 2007 | 6.45 | 4.65 | 1.55 | -7.75 | | 2006 | 14.73 | -7.37 | 1.89 | 7.67 | | 2005 | -6.30 | 2.22 | 5.07 | -1.16 | | 2004 | 3.57 | 0.21 | -2.60 | 13.24 | | 2003 | -5.48 | 20.84 | 8.06 | 15.77 | | 2002 | 5.89 | -7.50 | -17.84 | 4.61 | | 2001 | N/A | N/A | -15.48 | 14.85 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 363 | 790 | 45.95 | | 1-Month | 32 | 820 | 3.90 | | 3-Month | 81 | 819 | 9.89 | | 6-Month | 568 | 800 | 71.00 | | 1-Year | 203 | 783 | 25.93 | | 3-Year | 153 | 669 | 22.87 | | 5-Year | 215 | 554 | 38.81 |
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1.00% Nasdaq 
Performance
