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| Morningstar Return Rating: | Below average | | Year to Date Return: | 41.49% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.55% | |
Worst 1-Yr Total Return (2008): | -49.50% | |
Best 3-Yr Total Return (2006-8): | -16.16% | |
Worst 3-Yr Total Return (2006-8): | -16.16% |
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| 1-Year: | -10.11% | | 3-Year: | -8.92% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSINX | Category | Diff | Index* | Diff | | Year To Date | 41.49 | 25.56 | 15.93 | 17.05 | 24.44 | | 1-Month | -2.80 | -4.12 | 1.32 | -1.86 | -0.94 | | 3-Month | 3.33 | 5.04 | -1.71 | 5.48 | -2.15 | | 1-Year | 27.60 | 18.21 | 9.39 | 9.80 | 17.8 | | 3-Year | -9.41 | -6.38 | -3.03 | -7.02 | -2.39 | | 5-Year | N/A | 1.42 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.58 | 53.89 | 6.69 | 45.76 | 14.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.40 | -16.12 | -8.28 | -18.25 | -6.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.50 | -39.18 | -10.32 | | 2007 | | | -0.72 | 4.85 | -5.57 | | 2006 | | | 17.55 | 14.03 | 3.52 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.24 | 26.20 | 15.62 | N/A | | 2008 | -11.26 | 10.93 | -20.87 | -35.17 | | 2007 | 2.21 | 7.41 | -5.19 | -4.61 | | 2006 | 6.32 | -4.32 | 6.31 | 8.70 | | 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 | 69 | 461 | 14.97 | | 1-Month | 435 | 484 | 89.88 | | 3-Month | 443 | 482 | 91.91 | | 6-Month | 195 | 466 | 41.85 | | 1-Year | 77 | 459 | 16.78 | | 3-Year | 276 | 378 | 73.02 | | 5-Year | | 298 | N/A |
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