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| Morningstar Return Rating: | | | Year to Date Return: | 13.09% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.58% | |
Worst 1-Yr Total Return (2008): | -38.55% | |
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 | RSIPX | Category | Diff | Index* | Diff | | Year To Date | 13.09 | 18.65 | -5.56 | 17.05 | -3.96 | | 1-Month | -1.77 | -2.18 | 0.41 | -1.86 | 0.09 | | 3-Month | 5.74 | 5.08 | 0.66 | 5.48 | 0.26 | | 1-Year | 4.55 | 11.86 | -7.31 | 9.80 | -5.25 | | 3-Year | -8.86 | -6.78 | -2.08 | -7.02 | -1.84 | | 5-Year | -0.37 | 0.49 | -0.86 | 0.33 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.44 | 45.26 | 0.18 | 45.76 | -0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.68 | -15.99 | -4.69 | -18.25 | -2.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSIPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.55 | -37.79 | -0.76 | | 2007 | | | 5.58 | 6.16 | -0.58 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSIPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.40 | 14.61 | 15.99 | N/A | | 2008 | -11.27 | -2.44 | -8.85 | -22.11 | | 2007 | 0.57 | 6.97 | 1.06 | -2.90 | | 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 | 1630 | 2013 | 80.97 | | 1-Month | 822 | 2110 | 38.96 | | 3-Month | 585 | 2090 | 27.99 | | 6-Month | 635 | 2049 | 30.99 | | 1-Year | 1398 | 1999 | 69.93 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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0.11% Nasdaq 
0.25%
Performance
