|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.07% | | 5-Year Average Return: | 8.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 37.34% | |
Worst 1-Yr Total Return (2008): | -46.05% | |
Best 3-Yr Total Return (2005-7): | 26.23% | |
Worst 3-Yr Total Return (2006-8): | -7.56% |
|
| 1-Year: | -11.86% | | 3-Year: | 0.27% | | 5-Year: | 8.30% | | 10-Year: | 7.38% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYECX | Category | Diff | Index* | Diff | | Year To Date | 30.07 | 34.80 | -4.73 | 17.05 | 13.02 | | 1-Month | -0.61 | -1.43 | 0.82 | -1.86 | 1.25 | | 3-Month | 8.59 | 8.55 | 0.04 | 5.48 | 3.11 | | 1-Year | 15.10 | 19.10 | -4 | 9.80 | 5.3 | | 3-Year | -1.51 | -0.71 | -0.8 | -7.02 | 5.51 | | 5-Year | 8.11 | 10.24 | -2.13 | 0.33 | 7.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.09 | 53.32 | -6.23 | 45.76 | 1.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.85 | -32.06 | -0.79 | -18.25 | -14.6 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.05 | -51.12 | 5.07 | | 2007 | | | 32.10 | 42.09 | -9.99 | | 2006 | | | 10.85 | 12.05 | -1.20 | | 2005 | | | 37.34 | 46.33 | -8.99 | | 2004 | | | 31.27 | 33.42 | -2.15 | | 2003 | | | 22.83 | 32.28 | -9.45 | | 2002 | | | -14.09 | -11.49 | -2.60 | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
RYECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 20.25 | 16.13 | N/A | | 2008 | -5.41 | 27.24 | -34.08 | -32.01 | | 2007 | 4.35 | 14.40 | 4.49 | 5.90 | | 2006 | 7.34 | 4.22 | -8.33 | 8.09 | | 2005 | 14.93 | 4.80 | 20.05 | -5.01 | | 2004 | 6.23 | 7.24 | 9.81 | 4.94 | | 2003 | -3.25 | 11.94 | -2.07 | 15.82 | | 2002 | 7.22 | -10.59 | -18.57 | 10.07 | | 2001 | N/A | N/A | -12.26 | 4.72 | | 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 | 50 | 79 | 63.29 | | 1-Month | 35 | 79 | 44.30 | | 3-Month | 49 | 79 | 62.03 | | 6-Month | 45 | 79 | 56.96 | | 1-Year | 49 | 72 | 68.06 | | 3-Year | 37 | 65 | 56.92 | | 5-Year | 33 | 45 | 73.33 |
|
|
|
|
|