|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.56% | | 5-Year Average Return: | 6.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 33.44% | |
Worst 1-Yr Total Return (2008): | -46.17% | |
Best 3-Yr Total Return (2005-7): | 18.33% | |
Worst 3-Yr Total Return (2006-8): | -4.60% |
|
| 1-Year: | 3.48% | | 3-Year: | 5.04% | | 5-Year: | 7.00% | | 10-Year: | 4.07% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYBCX | Category | Diff | Index* | Diff | | Year To Date | 36.56 | 30.53 | 6.03 | 17.05 | 19.51 | | 1-Month | -4.55 | -0.56 | -3.99 | -1.86 | -2.69 | | 3-Month | 4.21 | 5.70 | -1.49 | 5.48 | -1.27 | | 1-Year | 37.51 | 19.86 | 17.65 | 9.80 | 27.71 | | 3-Year | 1.07 | -1.66 | 2.73 | -7.02 | 8.09 | | 5-Year | 6.38 | 8.52 | -2.14 | 0.33 | 6.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.43 | 47.04 | 13.39 | 45.76 | 14.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.90 | -26.04 | 3.14 | -18.25 | -4.65 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.17 | -48.79 | 2.62 | | 2007 | | | 33.44 | 37.12 | -3.68 | | 2006 | | | 20.89 | 10.53 | 10.36 | | 2005 | | | 2.72 | 38.20 | -35.48 | | 2004 | | | 19.37 | 27.47 | -8.10 | | 2003 | | | 31.45 | 32.76 | -1.31 | | 2002 | | | -14.53 | -0.80 | -13.73 | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
RYBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.08 | 19.14 | 19.99 | N/A | | 2008 | -1.86 | 7.40 | -30.08 | -26.97 | | 2007 | 10.54 | 9.66 | 7.43 | 2.47 | | 2006 | 11.60 | -2.27 | -1.74 | 12.81 | | 2005 | 0.17 | -8.12 | 5.03 | 6.26 | | 2004 | 0.24 | 4.62 | 3.56 | 9.91 | | 2003 | -10.51 | 14.71 | 5.33 | 21.58 | | 2002 | 8.83 | -4.49 | -24.18 | 8.46 | | 2001 | N/A | N/A | -12.17 | 10.96 | | 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 | 62 | 185 | 33.51 | | 1-Month | 144 | 193 | 74.61 | | 3-Month | 94 | 192 | 48.96 | | 6-Month | 117 | 192 | 60.94 | | 1-Year | 27 | 179 | 15.08 | | 3-Year | 24 | 109 | 22.02 | | 5-Year | 51 | 79 | 64.56 |
|
|
|
|
|
1.05% Nasdaq 
0.02 (0.05%) 
Performance
