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| Morningstar Return Rating: | Below average | | Year to Date Return: | 53.83% | | 5-Year Average Return: | 7.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 34.08% | |
Worst 1-Yr Total Return (2008): | -45.89% | |
Best 3-Yr Total Return (2005-7): | 18.89% | |
Worst 3-Yr Total Return (2006-8): | -4.12% |
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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 | RYBAX | Category | Diff | Index* | Diff | | Year To Date | 53.83 | 44.04 | 9.79 | 24.07 | 29.76 | | 1-Month | 12.20 | 6.23 | 5.97 | 6.00 | 6.2 | | 3-Month | 15.40 | 11.92 | 3.48 | 7.91 | 7.49 | | 1-Year | 65.45 | 46.07 | 19.38 | 25.39 | 40.06 | | 3-Year | 3.98 | 0.20 | 3.78 | -5.79 | 9.77 | | 5-Year | 7.29 | 10.75 | -3.46 | 0.71 | 6.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.88 | 54.65 | 6.23 | 45.76 | 15.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.51 | -26.32 | 3.81 | -18.25 | -4.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.89 | -48.79 | 2.90 | | 2007 | | | 34.08 | 37.12 | -3.04 | | 2006 | | | 21.50 | 10.53 | 10.97 | | 2005 | | | 3.16 | 38.20 | -35.04 | | 2004 | | | 19.95 | 27.47 | -7.52 | | 2003 | | | 32.19 | 32.76 | -0.57 | | 2002 | | | -14.06 | -0.80 | -13.26 | | 2001 | | | -0.99 | -10.44 | 9.45 | | 2000 | | | -21.10 | 29.49 | -50.59 | | 1999 | | | 21.69 | 30.64 | -8.95 |
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| PAST QUARTERLY RETURNS (%) FOR
RYBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.19 | 19.26 | 20.14 | N/A | | 2008 | -1.73 | 7.54 | -30.01 | -26.84 | | 2007 | 10.65 | 9.80 | 7.56 | 2.60 | | 2006 | 11.76 | -2.15 | -1.59 | 12.90 | | 2005 | 0.27 | -7.99 | 5.15 | 6.35 | | 2004 | 0.36 | 4.71 | 3.77 | 10.00 | | 2003 | -10.35 | 14.86 | 5.41 | 21.79 | | 2002 | 8.88 | -4.39 | -24.02 | 8.65 | | 2001 | -7.35 | 9.09 | -11.90 | 11.20 | | 2000 | -16.35 | -15.51 | -10.15 | 24.25 | | 1999 | N/A | N/A | N/A | 13.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 137 | 27.74 | | 1-Month | 17 | 138 | 12.32 | | 3-Month | 13 | 138 | 9.42 | | 6-Month | 17 | 137 | 12.41 | | 1-Year | 29 | 131 | 22.14 | | 3-Year | 18 | 80 | 22.50 | | 5-Year | 53 | 67 | 79.10 |
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0.02% Nasdaq 
Performance
