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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.30% | | 5-Year Average Return: | -0.52% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 13.68% | |
Worst 1-Yr Total Return (2008): | -45.02% | |
Best 3-Yr Total Return (2005-7): | 6.53% | |
Worst 3-Yr Total Return (2006-8): | -12.27% |
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| 1-Year: | -1.64% | | 3-Year: | -2.68% | | 5-Year: | -0.11% | | 10-Year: | 0.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSDGX | Category | Diff | Index* | Diff | | Year To Date | 31.30 | 21.65 | 9.65 | 17.05 | 14.25 | | 1-Month | -5.26 | -5.90 | 0.64 | -1.86 | -3.4 | | 3-Month | 4.98 | 2.07 | 2.91 | 5.48 | -0.5 | | 1-Year | 21.92 | 13.17 | 8.75 | 9.80 | 12.12 | | 3-Year | -4.64 | -7.45 | 2.81 | -7.02 | 2.38 | | 5-Year | -0.52 | 0.22 | -0.74 | 0.33 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.33 | 52.20 | -3.87 | 45.76 | 2.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.33 | -18.89 | 0.56 | -18.25 | -0.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSDGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.02 | -41.55 | -3.47 | | 2007 | | | 13.68 | 7.59 | 6.09 | | 2006 | | | 8.06 | 10.81 | -2.75 | | 2005 | | | -1.59 | 6.02 | -7.61 | | 2004 | | | 1.48 | 12.41 | -10.93 | | 2003 | | | 57.91 | 45.54 | 12.37 | | 2002 | | | -39.12 | -27.88 | -11.24 | | 2001 | | | 1.88 | -8.91 | 10.79 | | 2000 | | | -26.91 | -3.85 | -23.06 | | 1999 | | | 150.21 | 64.77 | 85.44 |
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| PAST QUARTERLY RETURNS (%) FOR
RSDGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.39 | 14.64 | 18.08 | N/A | | 2008 | -14.11 | 4.97 | -18.16 | -25.49 | | 2007 | 1.95 | 8.58 | 7.60 | -4.56 | | 2006 | 8.78 | -7.62 | -3.74 | 11.71 | | 2005 | -7.89 | 2.20 | 8.01 | -3.21 | | 2004 | 1.34 | -2.07 | -9.78 | 13.34 | | 2003 | -10.24 | 36.03 | 11.45 | 16.04 | | 2002 | -8.30 | -19.50 | -24.93 | 9.85 | | 2001 | -11.13 | 18.78 | -29.38 | 36.66 | | 2000 | 25.46 | -19.81 | -5.15 | -23.40 | | 1999 | N/A | N/A | N/A | 62.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 71 | 790 | 8.99 | | 1-Month | 32 | 820 | 3.90 | | 3-Month | 16 | 819 | 1.95 | | 6-Month | 424 | 800 | 53.00 | | 1-Year | 61 | 783 | 7.79 | | 3-Year | 77 | 669 | 11.51 | | 5-Year | 255 | 554 | 46.03 |
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0.22% Nasdaq 
Performance
