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| Morningstar Return Rating: | High | | Year to Date Return: | 47.23% | | 5-Year Average Return: | 5.97% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.20% | |
Worst 1-Yr Total Return (2008): | -24.68% | |
Best 3-Yr Total Return (2005-7): | 6.08% | |
Worst 3-Yr Total Return (2006-8): | -4.96% |
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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 | RSHIX | Category | Diff | Index* | Diff | | Year To Date | 47.23 | 42.53 | 4.7 | 7.61 | 39.62 | | 1-Month | 1.11 | 1.09 | 0.02 | 1.29 | -0.18 | | 3-Month | 6.54 | 7.76 | -1.22 | 2.86 | 3.68 | | 1-Year | 49.43 | 48.90 | 0.53 | 11.63 | 37.8 | | 3-Year | 4.87 | 2.47 | 2.4 | 6.40 | -1.53 | | 5-Year | 5.97 | 4.02 | 1.95 | 5.49 | 0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.63 | 35.54 | 2.09 | 7.06 | 30.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.46 | 0.71 | 4.75 | 7.94 | -2.48 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.68 | -26.41 | 1.73 | | 2007 | | | 2.48 | 1.47 | 1.01 | | 2006 | | | 11.20 | 10.14 | 1.06 | | 2005 | | | 4.76 | 2.59 | 2.17 | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.35 | 23.64 | 11.28 | N/A | | 2008 | -4.42 | 3.79 | -6.61 | -18.70 | | 2007 | 3.32 | 0.21 | 0.26 | -1.29 | | 2006 | 2.89 | 0.38 | 3.31 | 4.22 | | 2005 | -0.88 | 2.50 | 1.41 | 1.68 | | 2004 | N/A | 0.11 | 5.48 | 4.31 | | 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 | 173 | 543 | 31.86 | | 1-Month | 430 | 574 | 74.91 | | 3-Month | 388 | 571 | 67.95 | | 6-Month | 335 | 559 | 59.93 | | 1-Year | 178 | 543 | 32.78 | | 3-Year | 71 | 467 | 15.20 | | 5-Year | 25 | 403 | 6.20 |
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1.27% Nasdaq 0.00%
Performance
