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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.07% | | 5-Year Average Return: | 3.52% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 11.46% | |
Worst 1-Yr Total Return (2008): | -10.72% | |
Best 3-Yr Total Return (2005-7): | 4.35% | |
Worst 3-Yr Total Return (2006-8): | -3.09% |
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| 1-Year: | 2.18% | | 3-Year: | 3.69% | | 5-Year: | 4.31% | | 10-Year: | 3.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYBOX | Category | Diff | Index* | Diff | | Year To Date | 7.07 | 10.05 | -2.98 | 17.05 | -9.98 | | 1-Month | -11.93 | -4.79 | -7.14 | -1.86 | -10.07 | | 3-Month | -11.04 | -0.29 | -10.75 | 5.48 | -16.52 | | 1-Year | 6.96 | 8.75 | -1.79 | 9.80 | -2.84 | | 3-Year | -1.70 | -2.62 | 0.92 | -7.02 | 5.32 | | 5-Year | 3.52 | 3.14 | 0.38 | 0.33 | 3.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.67 | 29.31 | 7.36 | 45.76 | -9.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.71 | -11.79 | 11.08 | -18.25 | 17.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYBOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.72 | -23.43 | 12.71 | | 2007 | | | 5.51 | 9.27 | -3.76 | | 2006 | | | -3.38 | 4.27 | -7.65 | | 2005 | | | 11.46 | 9.64 | 1.82 | | 2004 | | | N/A | 9.84 | N/A | | 2003 | | | N/A | 32.51 | N/A | | 2002 | | | N/A | -28.13 | N/A | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYBOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.11 | 13.60 | 13.98 | N/A | | 2008 | -6.68 | 2.34 | 5.95 | -11.76 | | 2007 | -2.68 | 2.36 | 10.11 | -3.80 | | 2006 | 4.21 | -9.87 | 0.64 | 2.20 | | 2005 | -12.60 | 7.91 | 13.85 | 3.80 | | 2004 | N/A | N/A | N/A | 5.10 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 165 | 51.52 | | 1-Month | 152 | 171 | 88.89 | | 3-Month | 156 | 170 | 91.76 | | 6-Month | 135 | 165 | 81.82 | | 1-Year | 76 | 165 | 46.06 | | 3-Year | 34 | 151 | 22.52 | | 5-Year | 31 | 143 | 21.68 |
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