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| Morningstar Return Rating: | Below average | | Year to Date Return: | 56.24% | | 5-Year Average Return: | 9.51% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 48.24% | |
Worst 1-Yr Total Return (2008): | -57.69% | |
Best 3-Yr Total Return (2005-7): | 31.09% | |
Worst 3-Yr Total Return (2006-8): | -13.69% |
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| 1-Year: | -20.42% | | 3-Year: | -1.99% | | 5-Year: | 8.17% | | 10-Year: | 6.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYESX | Category | Diff | Index* | Diff | | Year To Date | 56.24 | 34.80 | 21.44 | 17.05 | 39.19 | | 1-Month | -1.18 | -1.43 | 0.25 | -1.86 | 0.68 | | 3-Month | 13.56 | 8.55 | 5.01 | 5.48 | 8.08 | | 1-Year | 23.53 | 19.10 | 4.43 | 9.80 | 13.73 | | 3-Year | -2.10 | -0.71 | -1.39 | -7.02 | 4.92 | | 5-Year | 9.51 | 10.24 | -0.73 | 0.33 | 9.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.20 | 53.32 | 13.88 | 45.76 | 21.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.27 | -32.06 | -10.21 | -18.25 | -24.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.69 | -51.12 | -6.57 | | 2007 | | | 37.03 | 42.09 | -5.06 | | 2006 | | | 10.90 | 12.05 | -1.15 | | 2005 | | | 48.24 | 46.33 | 1.91 | | 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
RYESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.15 | 31.62 | 22.76 | N/A | | 2008 | -3.93 | 30.68 | -36.22 | -47.16 | | 2007 | 7.92 | 17.76 | 8.01 | -0.17 | | 2006 | 13.87 | 2.93 | -12.24 | 7.81 | | 2005 | 13.07 | 4.75 | 22.81 | 1.91 | | 2004 | N/A | N/A | N/A | 3.15 | | 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 | 8 | 79 | 10.13 | | 1-Month | 37 | 79 | 46.84 | | 3-Month | 3 | 79 | 3.80 | | 6-Month | 15 | 79 | 18.99 | | 1-Year | 12 | 72 | 16.67 | | 3-Year | 44 | 65 | 67.69 | | 5-Year | 19 | 45 | 42.22 |
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