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| Morningstar Return Rating: | | | Year to Date Return: | 18.37% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -10.27% | |
Worst 1-Yr Total Return (2008): | -35.83% | |
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 | RSEWX | Category | Diff | Index* | Diff | | Year To Date | 18.37 | 29.38 | -11.01 | 24.07 | -5.7 | | 1-Month | 4.04 | 4.60 | -0.56 | 6.00 | -1.96 | | 3-Month | 4.69 | 5.74 | -1.05 | 7.91 | -3.22 | | 1-Year | 26.13 | 35.63 | -9.5 | 25.39 | 0.74 | | 3-Year | -11.67 | -6.63 | -5.04 | -5.79 | -5.88 | | 5-Year | N/A | 1.13 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.93 | 57.66 | -4.73 | 45.76 | 7.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.73 | -16.45 | -7.28 | -18.25 | -5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSEWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.83 | -36.77 | 0.94 | | 2007 | | | -10.27 | 0.83 | -11.10 | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSEWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.02 | 18.71 | 18.91 | N/A | | 2008 | -8.47 | 2.47 | -10.60 | -23.46 | | 2007 | 2.43 | 2.76 | -7.30 | -8.04 | | 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 | 390 | 420 | 92.86 | | 1-Month | 186 | 443 | 41.99 | | 3-Month | 350 | 438 | 79.91 | | 6-Month | 344 | 431 | 79.81 | | 1-Year | 283 | 416 | 68.03 | | 3-Year | 285 | 338 | 84.32 | | 5-Year | | 248 | N/A |
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0.26% Nasdaq 0.00%
0.01 (0.14%) 
Performance
