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| Morningstar Return Rating: | Low | | Year to Date Return: | 31.84% | | 5-Year Average Return: | -4.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.12% | |
Worst 1-Yr Total Return (2008): | -54.50% | |
Best 3-Yr Total Return (2004-6): | 12.51% | |
Worst 3-Yr Total Return (2006-8): | -18.13% |
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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 | RYNAX | Category | Diff | Index* | Diff | | Year To Date | 31.84 | 25.10 | 6.74 | 24.07 | 7.77 | | 1-Month | 8.94 | 5.28 | 3.66 | 6.00 | 2.94 | | 3-Month | 11.46 | 7.01 | 4.45 | 7.91 | 3.55 | | 1-Year | 32.45 | 28.01 | 4.44 | 25.39 | 7.06 | | 3-Year | -14.79 | -5.87 | -8.92 | -5.79 | -9 | | 5-Year | -4.59 | 0.64 | -5.23 | 0.71 | -5.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.16 | 46.08 | 25.08 | 45.76 | 25.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.66 | -17.41 | -16.25 | -18.25 | -15.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.50 | -37.79 | -16.71 | | 2007 | | | 1.25 | 6.16 | -4.91 | | 2006 | | | 19.12 | 14.17 | 4.95 | | 2005 | | | 4.12 | 5.88 | -1.76 | | 2004 | | | 14.83 | 10.02 | 4.81 | | 2003 | | | 39.59 | 27.05 | 12.54 | | 2002 | | | -35.47 | -22.25 | -13.22 | | 2001 | | | -22.62 | -13.50 | -9.12 | | 2000 | | | -19.96 | -6.31 | -13.65 | | 1999 | | | 23.44 | 20.16 | 3.28 |
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| PAST QUARTERLY RETURNS (%) FOR
RYNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.28 | 23.77 | 23.34 | N/A | | 2008 | -14.99 | -4.73 | -13.76 | -34.85 | | 2007 | 0.27 | 7.88 | 0.22 | -6.60 | | 2006 | 5.32 | -3.64 | 7.41 | 9.28 | | 2005 | -3.87 | 1.48 | 4.91 | 1.74 | | 2004 | 3.08 | 2.13 | -3.89 | 13.48 | | 2003 | -6.82 | 23.27 | 3.37 | 17.56 | | 2002 | -0.48 | -20.63 | -26.49 | 11.13 | | 2001 | -19.05 | 7.35 | -22.59 | 15.03 | | 2000 | 1.71 | -6.15 | -2.89 | -13.65 | | 1999 | N/A | N/A | N/A | 20.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 242 | 2021 | 11.97 | | 1-Month | 211 | 2113 | 9.99 | | 3-Month | 62 | 2091 | 2.97 | | 6-Month | 41 | 2064 | 1.99 | | 1-Year | 207 | 2011 | 10.29 | | 3-Year | 1438 | 1707 | 84.24 | | 5-Year | 1136 | 1360 | 83.53 |
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0.02% Nasdaq 0.00%
Performance
