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| Morningstar Return Rating: | | | Year to Date Return: | 24.84% | | 5-Year Average Return: | 2.77% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
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 | RSOTX | Category | Diff | Index* | Diff | | Year To Date | 24.84 | 21.73 | 3.11 | 24.07 | 0.77 | | 1-Month | 6.25 | 5.16 | 1.09 | 6.00 | 0.25 | | 3-Month | 8.44 | 6.45 | 1.99 | 7.91 | 0.53 | | 1-Year | 27.19 | 24.67 | 2.52 | 25.39 | 1.8 | | 3-Year | -4.76 | -7.33 | 2.57 | -5.79 | 1.03 | | 5-Year | 2.77 | 0.27 | 2.5 | 0.71 | 2.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.79 | 47.53 | 0.26 | 45.76 | 2.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.07 | -16.99 | 2.92 | -18.25 | 4.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSOTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.09 | N/A | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSOTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.53 | 16.04 | 17.57 | N/A | | 2008 | N/A | N/A | N/A | -19.78 | | 2007 | N/A | N/A | N/A | N/A | | 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 | 271 | 1293 | 20.96 | | 1-Month | 53 | 1338 | 3.96 | | 3-Month | 66 | 1329 | 4.97 | | 6-Month | 79 | 1320 | 5.98 | | 1-Year | 291 | 1280 | 22.73 | | 3-Year | | 1088 | N/A | | 5-Year | | 917 | N/A |
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0.07% Nasdaq 
Performance
