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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.27% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 10.27% | |
Worst 1-Yr Total Return (2008): | -24.98% | |
Best 3-Yr Total Return (2005-7): | 6.87% | |
Worst 3-Yr Total Return (2006-8): | -6.01% |
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| 1-Year: | -7.63% | | 3-Year: | -3.74% | | 5-Year: | 1.41% | | 10-Year: | 2.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYHEX | Category | Diff | Index* | Diff | | Year To Date | 12.27 | 10.05 | 2.22 | 17.05 | -4.78 | | 1-Month | -2.44 | -4.79 | 2.35 | -1.86 | -0.58 | | 3-Month | 2.40 | -0.29 | 2.69 | 5.48 | -3.08 | | 1-Year | 10.72 | 8.75 | 1.97 | 9.80 | 0.92 | | 3-Year | -3.22 | -2.62 | -0.6 | -7.02 | 3.8 | | 5-Year | 2.38 | 3.14 | -0.76 | 0.33 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.65 | 29.31 | 1.34 | 45.76 | -15.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.62 | -11.79 | 0.17 | -18.25 | 6.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYHEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.98 | -23.43 | -1.55 | | 2007 | | | 5.99 | 9.27 | -3.28 | | 2006 | | | 4.44 | 4.27 | 0.17 | | 2005 | | | 10.27 | 9.64 | 0.63 | | 2004 | | | N/A | 9.84 | N/A | | 2003 | | | N/A | 32.51 | N/A | | 2002 | | | N/A | -28.13 | N/A | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYHEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.31 | 10.76 | 10.90 | N/A | | 2008 | -10.06 | -0.15 | -0.88 | -15.73 | | 2007 | 2.23 | 4.16 | 1.51 | -1.93 | | 2006 | 1.75 | -5.44 | 6.05 | 2.35 | | 2005 | -1.69 | 5.06 | 3.57 | 3.08 | | 2004 | N/A | N/A | N/A | 6.86 | | 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 | 59 | 165 | 35.76 | | 1-Month | 27 | 171 | 15.79 | | 3-Month | 17 | 170 | 10.00 | | 6-Month | 36 | 165 | 21.82 | | 1-Year | 46 | 165 | 27.88 | | 3-Year | 71 | 151 | 47.02 | | 5-Year | 71 | 143 | 49.65 |
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