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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.49% | | 5-Year Average Return: | -0.52% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.82% | |
Worst 1-Yr Total Return (2008): | -37.60% | |
Best 3-Yr Total Return (2005-7): | 7.67% | |
Worst 3-Yr Total Return (2006-8): | -9.17% |
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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 | RSPTX | Category | Diff | Index* | Diff | | Year To Date | 16.49 | 18.65 | -2.16 | 17.05 | -0.56 | | 1-Month | -1.88 | -2.18 | 0.3 | -1.86 | -0.02 | | 3-Month | 5.38 | 5.08 | 0.3 | 5.48 | -0.1 | | 1-Year | 9.09 | 11.86 | -2.77 | 9.80 | -0.71 | | 3-Year | -7.75 | -6.78 | -0.97 | -7.02 | -0.73 | | 5-Year | -0.52 | 0.49 | -1.01 | 0.33 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.27 | 45.26 | 0.01 | 45.76 | -0.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.91 | -15.99 | -2.92 | -18.25 | -0.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.60 | -37.79 | 0.19 | | 2007 | | | 4.58 | 6.16 | -1.58 | | 2006 | | | 14.82 | 14.17 | 0.65 | | 2005 | | | 3.95 | 5.88 | -1.93 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
RSPTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.14 | 15.89 | 15.30 | N/A | | 2008 | -9.67 | -2.90 | -8.66 | -22.10 | | 2007 | 0.37 | 6.12 | 1.83 | -3.58 | | 2006 | 4.02 | -1.73 | 5.48 | 6.49 | | 2005 | -2.39 | 1.22 | 3.30 | 1.85 | | 2004 | N/A | N/A | N/A | 8.99 | | 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 | 1288 | 2013 | 63.98 | | 1-Month | 654 | 2110 | 31.00 | | 3-Month | 982 | 2090 | 46.99 | | 6-Month | 1044 | 2049 | 50.95 | | 1-Year | 1071 | 1999 | 53.58 | | 3-Year | 927 | 1694 | 54.72 | | 5-Year | 792 | 1352 | 58.58 |
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0.22% Nasdaq 
Performance
