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| Morningstar Return Rating: | Average | | Year to Date Return: | -0.58% | | 5-Year Average Return: | 0.97% | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 43.27% | |
Worst 1-Yr Total Return (2008): | -38.84% | |
Best 3-Yr Total Return (2007-9): | -5.67% | |
Worst 3-Yr Total Return (2007-9): | -5.67% |
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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 | RSPKX | Category | Diff | Index* | Diff | | Year To Date | -0.58 | -3.42 | 2.84 | -3.60 | 3.02 | | 1-Month | -0.58 | -3.42 | 2.84 | -3.60 | 3.02 | | 3-Month | 7.59 | 6.97 | 0.62 | 4.16 | 3.43 | | 1-Year | 52.30 | 41.29 | 11.01 | 33.14 | 19.16 | | 3-Year | -6.40 | -7.80 | 1.4 | -7.24 | 0.84 | | 5-Year | 0.97 | 0.36 | 0.61 | 0.18 | 0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.94 | 57.75 | -2.81 | 45.76 | 9.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.70 | -19.37 | 2.67 | -18.25 | 1.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPKX | Category | Diff | | 2009 | | | 43.27 | 31.80 | 11.47 | | 2008 | | | -38.84 | -36.56 | -2.28 | | 2007 | | | -4.22 | -1.10 | -3.12 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSPKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.14 | 23.48 | 16.68 | 4.82 | | 2008 | -8.71 | 5.62 | -10.31 | -29.28 | | 2007 | 4.02 | 5.60 | -8.49 | -4.71 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 13 | 686 | 1.90 | | 1-Month | 34 | 686 | 4.96 | | 3-Month | 47 | 679 | 6.92 | | 6-Month | 140 | 667 | 20.99 | | 1-Year | 91 | 656 | 13.87 | | 3-Year | 181 | 574 | 31.53 | | 5-Year | | 475 | N/A |
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1.52% Nasdaq 
Performance
