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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.89% | | 5-Year Average Return: | 8.88% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 38.24% | |
Worst 1-Yr Total Return (2008): | -45.70% | |
Best 3-Yr Total Return (2005-7): | 27.15% | |
Worst 3-Yr Total Return (2006-8): | -6.88% |
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| 1-Year: | -14.63% | | 3-Year: | -0.62% | | 5-Year: | 8.03% | | 10-Year: | 7.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYENX | Category | Diff | Index* | Diff | | Year To Date | 30.89 | 34.80 | -3.91 | 17.05 | 13.84 | | 1-Month | -0.58 | -1.43 | 0.85 | -1.86 | 1.28 | | 3-Month | 8.83 | 8.55 | 0.28 | 5.48 | 3.35 | | 1-Year | 15.96 | 19.10 | -3.14 | 9.80 | 6.16 | | 3-Year | -0.81 | -0.71 | -0.1 | -7.02 | 6.21 | | 5-Year | 8.88 | 10.24 | -1.36 | 0.33 | 8.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.76 | 53.32 | -5.56 | 45.76 | 2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.41 | -32.06 | -0.35 | -18.25 | -14.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYENX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.70 | -51.12 | 5.42 | | 2007 | | | 33.15 | 42.09 | -8.94 | | 2006 | | | 11.68 | 12.05 | -0.37 | | 2005 | | | 38.24 | 46.33 | -8.09 | | 2004 | | | N/A | 33.42 | N/A | | 2003 | | | N/A | 32.28 | N/A | | 2002 | | | N/A | -11.49 | N/A | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYENX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.08 | 20.46 | 16.37 | N/A | | 2008 | -5.29 | 27.49 | -33.94 | -31.92 | | 2007 | 4.62 | 14.57 | 4.67 | 6.13 | | 2006 | 7.57 | 4.37 | -8.11 | 8.25 | | 2005 | 15.11 | 5.04 | 20.21 | -4.89 | | 2004 | N/A | N/A | N/A | 5.13 | | 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 | 40 | 79 | 50.63 | | 1-Month | 31 | 79 | 39.24 | | 3-Month | 42 | 79 | 53.16 | | 6-Month | 41 | 79 | 51.90 | | 1-Year | 46 | 72 | 63.89 | | 3-Year | 31 | 65 | 47.69 | | 5-Year | 28 | 45 | 62.22 |
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0.22% Nasdaq 
0.13 (0.68%) 
Performance
