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| Morningstar Return Rating: | | | Year to Date Return: | 19.03% | | 5-Year Average Return: | -0.33% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.27% | |
Worst 1-Yr Total Return (2008): | -38.56% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | RSDEX | Category | Diff | Index* | Diff | | Year To Date | 19.03 | 25.10 | -6.07 | 24.07 | -5.04 | | 1-Month | 5.86 | 5.28 | 0.58 | 6.00 | -0.14 | | 3-Month | 6.86 | 7.01 | -0.15 | 7.91 | -1.05 | | 1-Year | 20.22 | 28.01 | -7.79 | 25.39 | -5.17 | | 3-Year | -7.93 | -5.87 | -2.06 | -5.79 | -2.14 | | 5-Year | -0.33 | 0.64 | -0.97 | 0.71 | -1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.98 | 46.08 | -1.1 | 45.76 | -0.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.93 | -17.41 | -3.52 | -18.25 | -2.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.56 | -37.79 | -0.77 | | 2007 | | | 5.27 | 6.16 | -0.89 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.61 | 14.33 | 15.91 | N/A | | 2008 | -11.27 | -2.61 | -8.70 | -22.13 | | 2007 | 0.43 | 6.84 | 0.93 | -2.80 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1758 | 2021 | 86.99 | | 1-Month | 1774 | 2113 | 83.96 | | 3-Month | 878 | 2091 | 41.99 | | 6-Month | 557 | 2064 | 26.99 | | 1-Year | 1548 | 2011 | 76.98 | | 3-Year | 1283 | 1707 | 75.16 | | 5-Year | | 1360 | N/A |
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0.01% Nasdaq 
Performance
