|
| Morningstar Return Rating: | | | Year to Date Return: | 14.60% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.94% | |
Worst 1-Yr Total Return (2008): | -6.30% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RVBWX | Category | Diff | Index* | Diff | | Year To Date | 14.60 | 13.54 | 1.06 | 6.24 | 8.36 | | 1-Month | 0.88 | 0.89 | -0.01 | 0.49 | 0.39 | | 3-Month | 3.62 | 4.14 | -0.52 | 2.60 | 1.02 | | 1-Year | 16.51 | 17.86 | -1.35 | 13.79 | 2.72 | | 3-Year | 4.66 | 4.54 | 0.12 | 6.35 | -1.69 | | 5-Year | 3.99 | 3.85 | 0.14 | 5.05 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.66 | 13.81 | -1.15 | 7.06 | 5.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.96 | 6.49 | 0.47 | 7.94 | -0.98 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RVBWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.30 | -4.70 | -1.60 | | 2007 | | | 4.94 | 4.70 | 0.24 | | 2006 | | | N/A | 4.15 | N/A | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
RVBWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.89 | 4.83 | 5.32 | N/A | | 2008 | -0.48 | -0.04 | -2.79 | -3.10 | | 2007 | 1.42 | -0.39 | 2.21 | 1.62 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 415 | 1122 | 36.99 | | 1-Month | 395 | 1164 | 33.93 | | 3-Month | 623 | 1154 | 53.99 | | 6-Month | 679 | 1133 | 59.93 | | 1-Year | 486 | 1113 | 43.67 | | 3-Year | | 957 | N/A | | 5-Year | | 845 | N/A |
|
|
|
|
|
0.22% Nasdaq 
0.02 (0.41%) 
Performance
