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| Morningstar Return Rating: | | | Year to Date Return: | 41.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -49.52% | |
Worst 1-Yr Total Return (2008): | -49.52% | |
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 | RSIYX | Category | Diff | Index* | Diff | | Year To Date | 41.87 | 25.56 | 16.31 | 17.05 | 24.82 | | 1-Month | -2.95 | -4.12 | 1.17 | -1.86 | -1.09 | | 3-Month | 3.31 | 5.04 | -1.73 | 5.48 | -2.17 | | 1-Year | 27.45 | 18.21 | 9.24 | 9.80 | 17.65 | | 3-Year | -9.32 | -6.38 | -2.94 | -7.02 | -2.3 | | 5-Year | N/A | 1.42 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.21 | 53.89 | 7.32 | 45.76 | 15.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.49 | -16.12 | -8.37 | -18.25 | -6.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.52 | -39.18 | -10.34 | | 2007 | | | N/A | 4.85 | N/A | | 2006 | | | N/A | 14.03 | N/A | | 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
RSIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.24 | 26.62 | 15.72 | N/A | | 2008 | -11.03 | 11.11 | -20.95 | -35.40 | | 2007 | N/A | N/A | -5.11 | -4.62 | | 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 | 69 | 461 | 14.97 | | 1-Month | 430 | 484 | 88.84 | | 3-Month | 448 | 482 | 92.95 | | 6-Month | 191 | 466 | 40.99 | | 1-Year | 79 | 459 | 17.21 | | 3-Year | | 378 | N/A | | 5-Year | | 298 | N/A |
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1.39% Nasdaq 
Performance
