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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.14% | | 5-Year Average Return: | 3.67% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.67% | |
Worst 1-Yr Total Return (2008): | -23.44% | |
Best 3-Yr Total Return (2004-6): | 9.14% | |
Worst 3-Yr Total Return (2006-8): | -0.37% |
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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 | RYCAX | Category | Diff | Index* | Diff | | Year To Date | 17.14 | 23.30 | -6.16 | 24.07 | -6.93 | | 1-Month | 2.91 | 3.86 | -0.95 | 6.00 | -3.09 | | 3-Month | 7.52 | 7.92 | -0.4 | 7.91 | -0.39 | | 1-Year | 19.63 | 23.24 | -3.61 | 25.39 | -5.76 | | 3-Year | 0.41 | -0.22 | 0.63 | -5.79 | 6.2 | | 5-Year | 3.67 | 3.28 | 0.39 | 0.71 | 2.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.47 | 39.64 | -9.17 | 45.76 | -15.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.76 | -0.75 | -8.01 | -18.25 | 9.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.44 | -25.63 | 2.19 | | 2007 | | | 10.72 | 14.81 | -4.09 | | 2006 | | | 16.67 | 17.16 | -0.49 | | 2005 | | | -1.05 | 0.15 | -1.20 | | 2004 | | | 12.61 | 14.75 | -2.14 | | 2003 | | | 21.15 | 18.97 | 2.18 | | 2002 | | | -4.03 | -5.97 | 1.94 | | 2001 | | | -2.95 | 2.98 | -5.93 | | 2000 | | | -13.44 | 12.93 | -26.37 | | 1999 | | | 1.54 | -10.35 | 11.89 |
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| PAST QUARTERLY RETURNS (%) FOR
RYCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.62 | 13.11 | 11.49 | N/A | | 2008 | -5.87 | -6.53 | 1.69 | -14.43 | | 2007 | 2.94 | 2.02 | 2.88 | 2.48 | | 2006 | 3.56 | 2.67 | 5.17 | 4.33 | | 2005 | 0.03 | -0.84 | 1.94 | -2.14 | | 2004 | 6.30 | 3.22 | -7.93 | 11.47 | | 2003 | -6.06 | 15.00 | 3.02 | 8.86 | | 2002 | 8.15 | -3.40 | -11.57 | 3.89 | | 2001 | -9.92 | 2.68 | 0.69 | 4.21 | | 2000 | -17.40 | -1.87 | -5.30 | 12.77 | | 1999 | N/A | N/A | N/A | 15.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 23 | 86.96 | | 1-Month | 13 | 23 | 56.52 | | 3-Month | 12 | 23 | 52.17 | | 6-Month | 21 | 23 | 91.30 | | 1-Year | 12 | 16 | 75.00 | | 3-Year | 10 | 10 | 100.00 | | 5-Year | 6 | 10 | 60.00 |
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