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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.19% | | 5-Year Average Return: | -0.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.33% | |
Worst 1-Yr Total Return (2008): | -37.62% | |
Best 3-Yr Total Return (2004-6): | 9.02% | |
Worst 3-Yr Total Return (2006-8): | -9.48% |
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| 1-Year: | -10.45% | | 3-Year: | -7.12% | | 5-Year: | -0.36% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSPBX | Category | Diff | Index* | Diff | | Year To Date | 16.19 | 18.65 | -2.46 | 17.05 | -0.86 | | 1-Month | -1.89 | -2.18 | 0.29 | -1.86 | -0.03 | | 3-Month | 5.22 | 5.08 | 0.14 | 5.48 | -0.26 | | 1-Year | 8.77 | 11.86 | -3.09 | 9.80 | -1.03 | | 3-Year | -8.05 | -6.78 | -1.27 | -7.02 | -1.03 | | 5-Year | -0.81 | 0.49 | -1.3 | 0.33 | -1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.62 | 45.26 | -0.64 | 45.76 | -1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.02 | -15.99 | -3.03 | -18.25 | -0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.62 | -37.79 | 0.17 | | 2007 | | | 4.00 | 6.16 | -2.16 | | 2006 | | | 14.33 | 14.17 | 0.16 | | 2005 | | | 3.75 | 5.88 | -2.13 | | 2004 | | | 9.24 | 10.02 | -0.78 | | 2003 | | | 26.69 | 27.05 | -0.36 | | 2002 | | | -23.27 | -22.25 | -1.02 | | 2001 | | | -12.87 | -13.50 | 0.63 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.06 | 15.32 | 15.47 | N/A | | 2008 | -9.69 | -2.99 | -8.67 | -22.05 | | 2007 | 0.31 | 5.96 | 1.65 | -3.74 | | 2006 | 3.86 | -1.75 | 5.29 | 6.40 | | 2005 | -2.42 | 1.10 | 3.19 | 1.91 | | 2004 | 1.31 | 1.30 | -2.17 | 8.81 | | 2003 | -3.48 | 14.78 | 2.25 | 11.85 | | 2002 | 0.00 | -13.71 | -17.50 | 7.78 | | 2001 | -11.93 | 5.40 | -14.76 | 10.12 | | 2000 | N/A | N/A | N/A | -7.98 | | 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 | 1328 | 2013 | 65.97 | | 1-Month | 780 | 2110 | 36.97 | | 3-Month | 982 | 2090 | 46.99 | | 6-Month | 1147 | 2049 | 55.98 | | 1-Year | 1135 | 1999 | 56.78 | | 3-Year | 981 | 1694 | 57.91 | | 5-Year | 862 | 1352 | 63.76 |
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0.18% Nasdaq 
0.42%
Performance
