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| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.72% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.76% | |
Worst 1-Yr Total Return (2008): | -30.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -1.25% | | 3-Year: | -1.93% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSFBX | Category | Diff | Index* | Diff | | Year To Date | 37.72 | 38.44 | -0.72 | 7.61 | 30.11 | | 1-Month | -0.06 | 0.16 | -0.22 | 1.29 | -1.35 | | 3-Month | 3.50 | 3.72 | -0.22 | 2.86 | 0.64 | | 1-Year | 30.86 | 33.19 | -2.33 | 11.63 | 19.23 | | 3-Year | -1.25 | -1.51 | 0.26 | 6.40 | -7.65 | | 5-Year | N/A | 1.14 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.34 | 27.31 | 0.03 | 7.06 | 20.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.33 | -4.33 | 0 | 7.94 | -12.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.97 | -29.72 | -1.25 | | 2007 | | | 0.76 | 1.09 | -0.33 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.92 | 16.77 | 8.71 | N/A | | 2008 | -6.50 | 4.33 | -6.49 | -24.32 | | 2007 | 2.02 | 1.12 | -1.77 | -0.56 | | 2006 | N/A | 1.17 | 1.43 | 1.59 | | 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 | 73 | 134 | 54.48 | | 1-Month | 58 | 134 | 43.28 | | 3-Month | 71 | 134 | 52.99 | | 6-Month | 69 | 134 | 51.49 | | 1-Year | 67 | 134 | 50.00 | | 3-Year | 50 | 88 | 56.82 | | 5-Year | | 63 | N/A |
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