|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.69% | | 5-Year Average Return: | -0.19% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.14% | |
Worst 1-Yr Total Return (2008): | -37.35% | |
Best 3-Yr Total Return (2005-7): | 8.03% | |
Worst 3-Yr Total Return (2006-8): | -8.87% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSPHX | Category | Diff | Index* | Diff | | Year To Date | 16.69 | 18.65 | -1.96 | 17.05 | -0.36 | | 1-Month | -1.86 | -2.18 | 0.32 | -1.86 | 0 | | 3-Month | 5.33 | 5.08 | 0.25 | 5.48 | -0.15 | | 1-Year | 9.42 | 11.86 | -2.44 | 9.80 | -0.38 | | 3-Year | -7.47 | -6.78 | -0.69 | -7.02 | -0.45 | | 5-Year | -0.19 | 0.49 | -0.68 | 0.33 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.57 | 45.26 | 0.31 | 45.76 | -0.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.68 | -15.99 | -2.69 | -18.25 | -0.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.35 | -37.79 | 0.44 | | 2007 | | | 4.92 | 6.16 | -1.24 | | 2006 | | | 15.14 | 14.17 | 0.97 | | 2005 | | | 4.35 | 5.88 | -1.53 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
RSPHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 15.78 | 15.49 | N/A | | 2008 | -9.53 | -2.88 | -8.60 | -21.98 | | 2007 | 0.46 | 6.18 | 1.91 | -3.49 | | 2006 | 4.00 | -1.52 | 5.45 | 6.61 | | 2005 | -2.28 | 1.22 | 3.41 | 2.02 | | 2004 | N/A | N/A | N/A | 9.09 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1207 | 2013 | 59.96 | | 1-Month | 464 | 2110 | 21.99 | | 3-Month | 794 | 2090 | 37.99 | | 6-Month | 942 | 2049 | 45.97 | | 1-Year | 1000 | 1999 | 50.03 | | 3-Year | 831 | 1694 | 49.06 | | 5-Year | 709 | 1352 | 52.44 |
|
|
|
|
|
1.00% Nasdaq 0.00%
Performance
