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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.29% | | 5-Year Average Return: | 0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.79% | |
Worst 1-Yr Total Return (2008): | -36.36% | |
Best 3-Yr Total Return (2004-6): | 11.68% | |
Worst 3-Yr Total Return (2006-8): | -9.20% |
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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 | RTSCX | Category | Diff | Index* | Diff | | Year To Date | 22.29 | 22.72 | -0.43 | 24.07 | -1.78 | | 1-Month | 3.22 | 3.14 | 0.08 | 6.00 | -2.78 | | 3-Month | 2.27 | 3.09 | -0.82 | 7.91 | -5.64 | | 1-Year | 28.63 | 29.36 | -0.73 | 25.39 | 3.24 | | 3-Year | -6.78 | -8.14 | 1.36 | -5.79 | -0.99 | | 5-Year | 0.27 | -0.30 | 0.57 | 0.71 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.85 | 57.49 | 0.36 | 45.76 | 12.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.08 | -19.40 | 0.32 | -18.25 | -0.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RTSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.36 | -36.56 | 0.20 | | 2007 | | | 4.56 | -1.10 | 5.66 | | 2006 | | | 12.51 | 15.03 | -2.52 | | 2005 | | | 6.91 | 6.75 | 0.16 | | 2004 | | | 15.79 | 18.94 | -3.15 | | 2003 | | | 35.79 | 43.41 | -7.62 | | 2002 | | | -18.22 | -16.22 | -2.00 | | 2001 | | | -11.85 | 8.92 | -20.77 | | 2000 | | | -6.95 | 11.89 | -18.84 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RTSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.79 | 22.43 | 19.72 | N/A | | 2008 | -10.82 | 0.79 | -4.10 | -26.18 | | 2007 | 3.51 | 6.57 | -0.68 | -4.57 | | 2006 | 11.68 | -6.01 | -0.24 | 7.44 | | 2005 | -4.16 | 4.44 | 5.75 | 1.00 | | 2004 | 4.31 | 0.39 | -2.15 | 13.01 | | 2003 | -3.76 | 17.51 | 6.77 | 12.46 | | 2002 | 2.85 | -8.19 | -15.92 | 3.01 | | 2001 | -17.27 | 13.71 | -18.46 | 14.92 | | 2000 | 12.49 | -5.32 | 5.70 | -17.34 | | 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 | 229 | 657 | 34.86 | | 1-Month | 156 | 679 | 22.97 | | 3-Month | 335 | 671 | 49.93 | | 6-Month | 225 | 663 | 33.94 | | 1-Year | 199 | 646 | 30.80 | | 3-Year | 173 | 573 | 30.19 | | 5-Year | 161 | 475 | 33.89 |
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0.11% Nasdaq 
0.01%
Performance
