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| Morningstar Return Rating: | | | Year to Date Return: | 27.26% | | 5-Year Average Return: | -0.36% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -45.42% | |
Worst 1-Yr Total Return (2008): | -45.42% | |
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 | RSYEX | Category | Diff | Index* | Diff | | Year To Date | 27.26 | 21.65 | 5.61 | 17.05 | 10.21 | | 1-Month | -5.79 | -5.90 | 0.11 | -1.86 | -3.93 | | 3-Month | 3.51 | 2.07 | 1.44 | 5.48 | -1.97 | | 1-Year | 18.92 | 13.17 | 5.75 | 9.80 | 9.12 | | 3-Year | -6.60 | -7.45 | 0.85 | -7.02 | 0.42 | | 5-Year | -0.36 | 0.22 | -0.58 | 0.33 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.30 | 52.20 | -1.9 | 45.76 | 4.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.97 | -18.89 | 0.92 | -18.25 | 0.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RSYEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.42 | -41.55 | -3.87 | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RSYEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.75 | 19.14 | 15.41 | N/A | | 2008 | -19.05 | 5.03 | -14.03 | -25.33 | | 2007 | N/A | N/A | 5.67 | -4.14 | | 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 | 126 | 790 | 15.95 | | 1-Month | 57 | 820 | 6.95 | | 3-Month | 40 | 819 | 4.88 | | 6-Month | 392 | 800 | 49.00 | | 1-Year | 76 | 783 | 9.71 | | 3-Year | | 669 | N/A | | 5-Year | | 554 | N/A |
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1.23% Nasdaq 
Performance
