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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.42% | | 5-Year Average Return: | 2.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.75% | |
Worst 1-Yr Total Return (2008): | -20.46% | |
Best 3-Yr Total Return (2004-6): | 7.52% | |
Worst 3-Yr Total Return (2006-8): | -2.41% |
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| 1-Year: | 2.73% | | 3-Year: | 2.16% | | 5-Year: | 3.64% | | 10-Year: | 9.69% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RSQCX | Category | Diff | Index* | Diff | | Year To Date | 20.42 | 22.72 | -2.3 | 24.07 | -3.65 | | 1-Month | 1.57 | 3.14 | -1.57 | 6.00 | -4.43 | | 3-Month | 3.39 | 3.09 | 0.3 | 7.91 | -4.52 | | 1-Year | 24.03 | 29.36 | -5.33 | 25.39 | -1.36 | | 3-Year | -0.13 | -8.14 | 8.01 | -5.79 | 5.66 | | 5-Year | 2.32 | -0.30 | 2.62 | 0.71 | 1.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.62 | 57.49 | -15.87 | 45.76 | -4.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.48 | -19.40 | 10.92 | -18.25 | 9.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSQCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.46 | -36.56 | 16.10 | | 2007 | | | 3.63 | -1.10 | 4.73 | | 2006 | | | 12.75 | 15.03 | -2.28 | | 2005 | | | -2.16 | 6.75 | -8.91 | | 2004 | | | 12.66 | 18.94 | -6.28 | | 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
RSQCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.79 | 18.38 | 13.18 | N/A | | 2008 | -4.70 | -3.70 | 2.13 | -15.14 | | 2007 | 2.88 | 7.55 | -5.21 | -1.20 | | 2006 | 8.73 | -3.97 | 2.01 | 5.85 | | 2005 | -2.67 | -0.21 | -2.54 | 3.37 | | 2004 | 5.14 | 2.98 | -3.30 | 7.60 | | 2003 | N/A | N/A | 4.44 | 12.94 | | 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 | 361 | 657 | 54.95 | | 1-Month | 638 | 679 | 93.96 | | 3-Month | 140 | 671 | 20.86 | | 6-Month | 609 | 663 | 91.86 | | 1-Year | 423 | 646 | 65.48 | | 3-Year | 21 | 573 | 3.66 | | 5-Year | 89 | 475 | 18.74 |
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0.31% Nasdaq 0.00%
Performance
