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| Morningstar Return Rating: | | | Year to Date Return: | 24.27% | | 5-Year Average Return: | 2.63% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.43% | |
Worst 1-Yr Total Return (2008): | -40.22% | |
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 | RSEDX | Category | Diff | Index* | Diff | | Year To Date | 24.27 | 21.73 | 2.54 | 24.07 | 0.2 | | 1-Month | 5.76 | 5.16 | 0.6 | 6.00 | -0.24 | | 3-Month | 7.08 | 6.45 | 0.63 | 7.91 | -0.83 | | 1-Year | 26.92 | 24.67 | 2.25 | 25.39 | 1.53 | | 3-Year | -6.47 | -7.33 | 0.86 | -5.79 | -0.68 | | 5-Year | 2.63 | 0.27 | 2.36 | 0.71 | 1.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.54 | 47.53 | 3.01 | 45.76 | 4.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.60 | -16.99 | -2.61 | -18.25 | -1.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSEDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.22 | -37.09 | -3.13 | | 2007 | | | 8.43 | 1.42 | 7.01 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSEDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.58 | 16.20 | 17.80 | N/A | | 2008 | -10.73 | -1.84 | -10.78 | -23.54 | | 2007 | 1.12 | 10.78 | 0.67 | -3.85 | | 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 | 362 | 1293 | 28.00 | | 1-Month | 254 | 1338 | 18.98 | | 3-Month | 292 | 1329 | 21.97 | | 6-Month | 211 | 1320 | 15.98 | | 1-Year | 327 | 1280 | 25.55 | | 3-Year | 320 | 1088 | 29.41 | | 5-Year | | 917 | N/A |
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0.06% Nasdaq 
0.10%
Performance
