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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.71% | | 5-Year Average Return: | 3.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 24.77% | |
Worst 1-Yr Total Return (2008): | -35.37% | |
Best 3-Yr Total Return (2004-6): | 17.24% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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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 | RYFSX | Category | Diff | Index* | Diff | | Year To Date | 28.71 | 24.03 | 4.68 | 24.07 | 4.64 | | 1-Month | 0.55 | 3.09 | -2.54 | 6.00 | -5.45 | | 3-Month | 1.48 | 0.88 | 0.6 | 7.91 | -6.43 | | 1-Year | 36.80 | 25.06 | 11.74 | 25.39 | 11.41 | | 3-Year | -6.65 | -14.98 | 8.33 | -5.79 | -0.86 | | 5-Year | 3.11 | -5.72 | 8.83 | 0.71 | 2.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.27 | 76.37 | -10.1 | 45.76 | 20.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.42 | -13.82 | 3.4 | -18.25 | 7.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYFSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.37 | -43.91 | 8.54 | | 2007 | | | -4.72 | -11.64 | 6.92 | | 2006 | | | 24.77 | 16.90 | 7.87 | | 2005 | | | 12.23 | 6.74 | 5.49 | | 2004 | | | 15.08 | 14.02 | 1.06 | | 2003 | | | N/A | 33.56 | N/A | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYFSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.71 | 24.74 | 16.12 | N/A | | 2008 | -10.43 | -3.16 | -0.52 | -25.10 | | 2007 | 0.00 | 1.49 | -3.07 | -3.14 | | 2006 | 7.67 | 1.48 | 5.26 | 8.48 | | 2005 | -2.30 | 1.08 | 5.72 | 7.48 | | 2004 | 1.20 | -0.20 | 0.79 | 13.04 | | 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 | 36 | 129 | 27.91 | | 1-Month | 76 | 129 | 58.91 | | 3-Month | 29 | 129 | 22.48 | | 6-Month | 99 | 129 | 76.74 | | 1-Year | 26 | 122 | 21.31 | | 3-Year | 15 | 107 | 14.02 | | 5-Year | 8 | 101 | 7.92 |
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0.47% Nasdaq 0.00%
Performance
