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| Morningstar Return Rating: | | | Year to Date Return: | 33.07% | | 5-Year Average Return: | 2.14% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -38.52% | |
Worst 1-Yr Total Return (2008): | -38.52% | |
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 | RSPYX | Category | Diff | Index* | Diff | | Year To Date | 33.07 | 19.13 | 13.94 | 17.05 | 16.02 | | 1-Month | -3.08 | -5.65 | 2.57 | -1.86 | -1.22 | | 3-Month | 4.31 | 2.75 | 1.56 | 5.48 | -1.17 | | 1-Year | 25.12 | 11.45 | 13.67 | 9.80 | 15.32 | | 3-Year | -6.53 | -8.46 | 1.93 | -7.02 | 0.49 | | 5-Year | 2.14 | 0.52 | 1.62 | 0.33 | 1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.54 | 57.02 | -1.48 | 45.76 | 9.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.32 | -18.27 | 1.95 | -18.25 | 1.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSPYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.52 | -36.56 | -1.96 | | 2007 | | | N/A | -1.10 | N/A | | 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
RSPYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.00 | 23.64 | 16.90 | N/A | | 2008 | -8.52 | 5.83 | -10.15 | -29.32 | | 2007 | N/A | N/A | -8.34 | -4.51 | | 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 | 89 | 641 | 13.88 | | 1-Month | 158 | 662 | 23.87 | | 3-Month | 332 | 652 | 50.92 | | 6-Month | 116 | 647 | 17.93 | | 1-Year | 102 | 630 | 16.19 | | 3-Year | | 553 | N/A | | 5-Year | | 452 | N/A |
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0.22% Nasdaq 
Performance
