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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.76% | | 5-Year Average Return: | -2.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.49% | |
Worst 1-Yr Total Return (2008): | -45.43% | |
Best 3-Yr Total Return (2004-6): | 9.82% | |
Worst 3-Yr Total Return (2006-8): | -11.04% |
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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 | RYMAX | Category | Diff | Index* | Diff | | Year To Date | 22.76 | 34.90 | -12.14 | 24.07 | -1.31 | | 1-Month | 5.24 | 6.11 | -0.87 | 6.00 | -0.76 | | 3-Month | 4.79 | 6.76 | -1.97 | 7.91 | -3.12 | | 1-Year | 26.69 | 42.88 | -16.19 | 25.39 | 1.3 | | 3-Year | -9.42 | -9.76 | 0.34 | -5.79 | -3.63 | | 5-Year | -2.66 | -1.80 | -0.86 | 0.71 | -3.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.32 | 48.27 | -6.95 | 45.76 | -4.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.19 | -16.43 | -7.76 | -18.25 | -5.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.43 | -49.47 | 4.04 | | 2007 | | | 8.86 | 11.05 | -2.19 | | 2006 | | | 18.49 | 19.96 | -1.47 | | 2005 | | | -0.84 | 7.66 | -8.50 | | 2004 | | | 12.74 | 21.32 | -8.58 | | 2003 | | | 31.36 | 44.35 | -12.99 | | 2002 | | | -43.13 | -39.50 | -3.63 | | 2001 | | | -46.98 | -32.88 | -14.10 | | 2000 | | | -39.74 | -33.17 | -6.57 | | 1999 | | | 57.93 | 62.70 | -4.77 |
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| PAST QUARTERLY RETURNS (%) FOR
RYMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.94 | 18.77 | 8.98 | N/A | | 2008 | -15.62 | -0.68 | -17.52 | -21.05 | | 2007 | 2.93 | 12.50 | 3.80 | -9.43 | | 2006 | 13.62 | -6.96 | 5.15 | 6.59 | | 2005 | -10.91 | 5.55 | 7.30 | -1.73 | | 2004 | 9.04 | -2.79 | -4.51 | 11.37 | | 2003 | -7.10 | 22.22 | 3.92 | 11.33 | | 2002 | -20.52 | -29.88 | -24.93 | 35.91 | | 2001 | -32.94 | -11.45 | -12.79 | 2.37 | | 2000 | 3.50 | -9.34 | -18.03 | -21.66 | | 1999 | N/A | N/A | N/A | 35.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 31 | 47 | 65.96 | | 1-Month | 26 | 47 | 55.32 | | 3-Month | 39 | 47 | 82.98 | | 6-Month | 42 | 47 | 89.36 | | 1-Year | 26 | 40 | 65.00 | | 3-Year | 25 | 33 | 75.76 | | 5-Year | 24 | 32 | 75.00 |
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0.51% Nasdaq 
Performance
