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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.38% | | 5-Year Average Return: | 2.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 10.62% | |
Worst 1-Yr Total Return (2008): | -24.70% | |
Best 3-Yr Total Return (2004-6): | 7.16% | |
Worst 3-Yr Total Return (2006-8): | -5.74% |
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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 | RYHIX | Category | Diff | Index* | Diff | | Year To Date | 12.38 | 10.05 | 2.33 | 17.05 | -4.67 | | 1-Month | -2.40 | -4.79 | 2.39 | -1.86 | -0.54 | | 3-Month | 2.52 | -0.29 | 2.81 | 5.48 | -2.96 | | 1-Year | 10.90 | 8.75 | 2.15 | 9.80 | 1.1 | | 3-Year | -2.99 | -2.62 | -0.37 | -7.02 | 4.03 | | 5-Year | 2.66 | 3.14 | -0.48 | 0.33 | 2.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.80 | 29.31 | 1.49 | 45.76 | -14.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.45 | -11.79 | 0.34 | -18.25 | 6.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.70 | -23.43 | -1.27 | | 2007 | | | 6.22 | 9.27 | -3.05 | | 2006 | | | 4.70 | 4.27 | 0.43 | | 2005 | | | 10.62 | 9.64 | 0.98 | | 2004 | | | 6.26 | 9.84 | -3.58 | | 2003 | | | 32.39 | 32.51 | -0.12 | | 2002 | | | -20.05 | -28.13 | 8.08 | | 2001 | | | -12.58 | -11.26 | -1.32 | | 2000 | | | 31.07 | 56.75 | -25.68 | | 1999 | | | -13.06 | 18.58 | -31.64 |
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| PAST QUARTERLY RETURNS (%) FOR
RYHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 10.71 | 10.97 | N/A | | 2008 | -10.02 | -0.07 | -0.77 | -15.61 | | 2007 | 2.28 | 4.32 | 1.51 | -1.92 | | 2006 | 1.89 | -5.43 | 6.11 | 2.40 | | 2005 | -1.47 | 5.04 | 3.75 | 3.03 | | 2004 | 2.97 | 1.44 | -4.97 | 7.05 | | 2003 | 0.44 | 16.61 | 4.10 | 8.59 | | 2002 | -0.96 | -15.49 | -7.60 | 3.38 | | 2001 | -14.25 | 1.33 | -0.53 | 1.15 | | 2000 | 2.40 | 16.88 | 1.09 | 8.34 | | 1999 | N/A | N/A | N/A | 4.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 165 | 34.55 | | 1-Month | 25 | 171 | 14.62 | | 3-Month | 15 | 170 | 8.82 | | 6-Month | 33 | 165 | 20.00 | | 1-Year | 45 | 165 | 27.27 | | 3-Year | 69 | 151 | 45.70 | | 5-Year | 64 | 143 | 44.76 |
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