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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.59% | | 5-Year Average Return: | 2.33% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 32.13% | |
Worst 1-Yr Total Return (2008): | -35.37% | |
Best 3-Yr Total Return (2005-7): | 10.09% | |
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 | -3.59 | -1.10 | -2.49 | -3.60 | 0.01 | | 1-Month | -3.59 | -1.10 | -2.49 | -3.60 | 0.01 | | 3-Month | -0.48 | 2.99 | -3.47 | 4.16 | -4.64 | | 1-Year | 42.47 | 49.15 | -6.68 | 33.14 | 9.33 | | 3-Year | -7.73 | -16.13 | 8.4 | -7.24 | -0.49 | | 5-Year | 2.33 | -5.96 | 8.29 | 0.18 | 2.15 | | 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 | | | 32.13 | 25.26 | 6.87 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
RYFSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.71 | 24.74 | 16.12 | -0.08 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 87 | 129 | 67.44 | | 1-Month | 77 | 129 | 59.69 | | 3-Month | 87 | 129 | 67.44 | | 6-Month | 113 | 129 | 87.60 | | 1-Year | 84 | 129 | 65.12 | | 3-Year | 15 | 108 | 13.89 | | 5-Year | 8 | 101 | 7.92 |
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1.52% Nasdaq 0.00%
Performance
