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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.76% | | 5-Year Average Return: | 2.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.05% | |
Worst 1-Yr Total Return (2008): | -41.88% | |
Best 3-Yr Total Return (2005-7): | 8.33% | |
Worst 3-Yr Total Return (2006-8): | -10.00% |
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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 | RYOCX | Category | Diff | Index* | Diff | | Year To Date | 44.76 | 31.20 | 13.56 | 24.07 | 20.69 | | 1-Month | 6.03 | 5.67 | 0.36 | 6.00 | 0.03 | | 3-Month | 8.61 | 8.18 | 0.43 | 7.91 | 0.7 | | 1-Year | 47.71 | 34.04 | 13.67 | 25.39 | 22.32 | | 3-Year | -0.85 | -3.89 | 3.04 | -5.79 | 4.94 | | 5-Year | 2.00 | 1.25 | 0.75 | 0.71 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.12 | 43.84 | 9.28 | 45.76 | 7.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.14 | -18.03 | 3.89 | -18.25 | 4.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.88 | -40.67 | -1.21 | | 2007 | | | 18.05 | 13.35 | 4.70 | | 2006 | | | 6.27 | 7.05 | -0.78 | | 2005 | | | 1.33 | 6.71 | -5.38 | | 2004 | | | 9.67 | 7.81 | 1.86 | | 2003 | | | 46.24 | 28.66 | 17.58 | | 2002 | | | -38.55 | -27.64 | -10.91 | | 2001 | | | -34.65 | -22.30 | -12.35 | | 2000 | | | -37.92 | -13.05 | -24.87 | | 1999 | | | 100.57 | 38.87 | 61.70 |
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| PAST QUARTERLY RETURNS (%) FOR
RYOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.62 | 19.39 | 16.14 | N/A | | 2008 | -14.42 | 2.88 | -12.92 | -24.20 | | 2007 | 0.77 | 9.17 | 8.24 | -0.86 | | 2006 | 3.09 | -7.67 | 4.78 | 6.56 | | 2005 | -8.72 | 1.11 | 7.26 | 2.36 | | 2004 | -2.01 | 5.14 | -7.23 | 14.75 | | 2003 | 3.39 | 17.38 | 7.28 | 12.33 | | 2002 | -8.05 | -28.15 | -20.82 | 17.47 | | 2001 | -33.83 | 16.18 | -36.77 | 34.43 | | 2000 | 18.03 | -14.51 | -5.42 | -34.95 | | 1999 | N/A | N/A | N/A | 52.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 127 | 1818 | 6.99 | | 1-Month | 1505 | 1906 | 78.96 | | 3-Month | 932 | 1904 | 48.95 | | 6-Month | 167 | 1866 | 8.95 | | 1-Year | 183 | 1815 | 10.08 | | 3-Year | 154 | 1537 | 10.02 | | 5-Year | 349 | 1273 | 27.42 |
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