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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.09% | | 5-Year Average Return: | 0.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.10% | |
Worst 1-Yr Total Return (2008): | -30.16% | |
Best 3-Yr Total Return (2004-6): | 8.35% | |
Worst 3-Yr Total Return (2006-8): | -7.04% |
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| 1-Year: | -1.62% | | 3-Year: | -3.90% | | 5-Year: | 0.80% | | 10-Year: | -1.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RVBCX | Category | Diff | Index* | Diff | | Year To Date | 18.09 | 18.16 | -0.07 | N/A | N/A | | 1-Month | -0.57 | -1.24 | 0.67 | N/A | N/A | | 3-Month | 5.42 | 4.71 | 0.71 | N/A | N/A | | 1-Year | 12.98 | 15.73 | -2.75 | N/A | N/A | | 3-Year | -4.77 | -2.66 | -2.11 | N/A | N/A | | 5-Year | 0.51 | 2.10 | -1.59 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.98 | 33.32 | 2.66 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.93 | -8.51 | -1.42 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RVBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.16 | -28.00 | -2.16 | | 2007 | | | 0.82 | 5.99 | -5.17 | | 2006 | | | 14.10 | 11.29 | 2.81 | | 2005 | | | 2.80 | 5.13 | -2.33 | | 2004 | | | 8.44 | 8.86 | -0.42 | | 2003 | | | 18.55 | 20.35 | -1.80 | | 2002 | | | -15.95 | -12.02 | -3.93 | | 2001 | | | -13.39 | -5.05 | -8.34 | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RVBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.37 | 11.97 | 13.30 | N/A | | 2008 | -6.54 | -3.53 | -7.39 | -16.36 | | 2007 | 0.23 | 3.59 | 0.60 | -3.48 | | 2006 | 2.91 | -0.58 | 5.07 | 6.13 | | 2005 | -1.07 | 1.75 | 1.10 | 1.00 | | 2004 | 2.01 | -0.64 | 0.85 | 6.08 | | 2003 | -2.52 | 12.02 | 0.37 | 8.16 | | 2002 | -3.06 | -7.24 | -11.55 | 5.68 | | 2001 | -11.64 | 4.12 | -13.19 | 8.43 | | 2000 | N/A | N/A | 1.64 | -9.34 | | 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 | 569 | 1211 | 46.99 | | 1-Month | 339 | 1258 | 26.95 | | 3-Month | 251 | 1256 | 19.98 | | 6-Month | 549 | 1220 | 45.00 | | 1-Year | 629 | 1204 | 52.24 | | 3-Year | 607 | 950 | 63.89 | | 5-Year | 516 | 796 | 64.82 |
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0.22% Nasdaq 
Performance
