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| Morningstar Return Rating: | | | Year to Date Return: | 36.94% | | 5-Year Average Return: | 10.16% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -46.57% | |
Worst 1-Yr Total Return (2008): | -46.57% | |
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 | RSNYX | Category | Diff | Index* | Diff | | Year To Date | 36.94 | 30.53 | 6.41 | 17.05 | 19.89 | | 1-Month | -1.11 | -0.56 | -0.55 | -1.86 | 0.75 | | 3-Month | 7.19 | 5.70 | 1.49 | 5.48 | 1.71 | | 1-Year | 30.48 | 19.86 | 10.62 | 9.80 | 20.68 | | 3-Year | -0.96 | -1.66 | 0.7 | -7.02 | 6.06 | | 5-Year | 10.16 | 8.52 | 1.64 | 0.33 | 9.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.72 | 47.04 | 8.68 | 45.76 | 9.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.64 | -26.04 | -1.6 | -18.25 | -9.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSNYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.57 | -48.79 | 2.22 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSNYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.03 | 21.66 | 17.38 | N/A | | 2008 | -1.13 | 16.21 | -34.17 | -29.35 | | 2007 | N/A | N/A | 5.02 | 6.29 | | 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 | 64 | 185 | 34.59 | | 1-Month | 115 | 193 | 59.59 | | 3-Month | 72 | 192 | 37.50 | | 6-Month | 42 | 192 | 21.88 | | 1-Year | 38 | 179 | 21.23 | | 3-Year | | 109 | N/A | | 5-Year | | 79 | N/A |
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