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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.72% | | 5-Year Average Return: | -6.83% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 30.21% | |
Worst 1-Yr Total Return (2008): | -62.28% | |
Best 3-Yr Total Return (2005-7): | 10.37% | |
Worst 3-Yr Total Return (2006-8): | -19.22% |
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| 1-Year: | -32.60% | | 3-Year: | -19.45% | | 5-Year: | -7.93% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYLDX | Category | Diff | Index* | Diff | | Year To Date | 19.72 | 15.79 | 3.93 | 17.05 | 2.67 | | 1-Month | -0.20 | -2.21 | 2.01 | -1.86 | 1.66 | | 3-Month | 12.53 | 5.62 | 6.91 | 5.48 | 7.05 | | 1-Year | 0.72 | 9.52 | -8.8 | 9.80 | -9.08 | | 3-Year | -19.90 | -8.36 | -11.54 | -7.02 | -12.88 | | 5-Year | -6.83 | 0.18 | -7.01 | 0.33 | -7.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.08 | 46.84 | 40.24 | 45.76 | 41.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -41.05 | -16.40 | -24.65 | -18.25 | -22.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYLDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.28 | -37.09 | -25.19 | | 2007 | | | 7.32 | 1.42 | 5.90 | | 2006 | | | 30.21 | 18.15 | 12.06 | | 2005 | | | -3.78 | 5.95 | -9.73 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYLDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.66 | 23.33 | 32.61 | N/A | | 2008 | -16.15 | -15.01 | -10.28 | -41.01 | | 2007 | -2.82 | 16.43 | 5.77 | -10.33 | | 2006 | 6.60 | -0.27 | 8.37 | 13.02 | | 2005 | -5.59 | -5.09 | 5.19 | 2.09 | | 2004 | N/A | N/A | N/A | 14.16 | | 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 | 133 | 1335 | 9.96 | | 1-Month | 13 | 1379 | 0.94 | | 3-Month | 13 | 1368 | 0.95 | | 6-Month | 13 | 1346 | 0.97 | | 1-Year | 266 | 1318 | 20.18 | | 3-Year | 930 | 1124 | 82.74 | | 5-Year | 791 | 934 | 84.69 |
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0.22% Nasdaq 0.00%
Performance
