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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.38% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -4.22% | |
Worst 1-Yr Total Return (2008): | -38.84% | |
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 | RSPKX | Category | Diff | Index* | Diff | | Year To Date | 32.38 | 19.13 | 13.25 | 17.05 | 15.33 | | 1-Month | -3.15 | -5.65 | 2.5 | -1.86 | -1.29 | | 3-Month | 4.13 | 2.75 | 1.38 | 5.48 | -1.35 | | 1-Year | 24.57 | 11.45 | 13.12 | 9.80 | 14.77 | | 3-Year | -7.08 | -8.46 | 1.38 | -7.02 | -0.06 | | 5-Year | 1.61 | 0.52 | 1.09 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.94 | 57.02 | -2.08 | 45.76 | 9.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.70 | -18.27 | 1.57 | -18.25 | 1.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSPKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.14 | 23.48 | 16.68 | N/A | | 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 | | 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 | 96 | 641 | 14.98 | | 1-Month | 178 | 662 | 26.89 | | 3-Month | 358 | 652 | 54.91 | | 6-Month | 129 | 647 | 19.94 | | 1-Year | 107 | 630 | 16.98 | | 3-Year | 185 | 553 | 33.45 | | 5-Year | | 452 | N/A |
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