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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.66% | | 5-Year Average Return: | 9.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 42.23% | |
Worst 1-Yr Total Return (2008): | -46.76% | |
Best 3-Yr Total Return (2004-6): | 27.38% | |
Worst 3-Yr Total Return (2006-8): | -8.74% |
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| 1-Year: | -7.12% | | 3-Year: | -0.32% | | 5-Year: | 9.27% | | 10-Year: | 13.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSNRX | Category | Diff | Index* | Diff | | Year To Date | 36.66 | 30.53 | 6.13 | 17.05 | 19.61 | | 1-Month | -1.12 | -0.56 | -0.56 | -1.86 | 0.74 | | 3-Month | 7.11 | 5.70 | 1.41 | 5.48 | 1.63 | | 1-Year | 30.06 | 19.86 | 10.2 | 9.80 | 20.26 | | 3-Year | -1.27 | -1.66 | 0.39 | -7.02 | 5.75 | | 5-Year | 9.96 | 8.52 | 1.44 | 0.33 | 9.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.50 | 47.04 | 8.46 | 45.76 | 9.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.89 | -26.04 | -1.85 | -18.25 | -9.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSNRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.76 | -48.79 | 2.03 | | 2007 | | | 32.07 | 37.12 | -5.05 | | 2006 | | | 8.11 | 10.53 | -2.42 | | 2005 | | | 42.23 | 38.20 | 4.03 | | 2004 | | | 34.43 | 27.47 | 6.96 | | 2003 | | | 42.13 | 32.76 | 9.37 | | 2002 | | | 17.04 | -0.80 | 17.84 | | 2001 | | | 0.61 | -10.44 | 11.05 | | 2000 | | | 25.85 | 29.49 | -3.64 | | 1999 | | | 22.39 | 30.64 | -8.25 |
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| PAST QUARTERLY RETURNS (%) FOR
RSNRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.04 | 21.50 | 17.32 | N/A | | 2008 | -1.21 | 16.13 | -34.23 | -29.45 | | 2007 | 7.17 | 10.77 | 4.92 | 6.04 | | 2006 | 8.24 | 2.12 | -8.59 | 6.99 | | 2005 | 8.01 | 2.17 | 28.74 | 0.11 | | 2004 | 5.98 | 0.83 | 14.94 | 9.44 | | 2003 | -0.07 | 14.87 | 1.48 | 22.02 | | 2002 | 14.36 | 5.22 | -6.25 | 3.76 | | 2001 | 1.48 | 6.60 | -15.21 | 9.68 | | 2000 | 3.61 | 9.09 | 7.95 | 3.14 | | 1999 | N/A | N/A | N/A | -9.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 185 | 35.68 | | 1-Month | 119 | 193 | 61.66 | | 3-Month | 76 | 192 | 39.58 | | 6-Month | 48 | 192 | 25.00 | | 1-Year | 40 | 179 | 22.35 | | 3-Year | 46 | 109 | 42.20 | | 5-Year | 30 | 79 | 37.97 |
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1.48% Nasdaq 
Performance
