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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.73% | | 5-Year Average Return: | -1.52% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.98% | |
Worst 1-Yr Total Return (2008): | -34.02% | |
Best 3-Yr Total Return (2004-6): | 7.33% | |
Worst 3-Yr Total Return (2006-8): | -14.52% |
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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 | RYRAX | Category | Diff | Index* | Diff | | Year To Date | 37.73 | 32.50 | 5.23 | 24.07 | 13.66 | | 1-Month | 3.70 | 5.56 | -1.86 | 6.00 | -2.3 | | 3-Month | 6.18 | 7.35 | -1.17 | 7.91 | -1.73 | | 1-Year | 45.63 | 41.94 | 3.69 | 25.39 | 20.24 | | 3-Year | -7.43 | -9.12 | 1.69 | -5.79 | -1.64 | | 5-Year | -1.52 | -2.19 | 0.67 | 0.71 | -2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.06 | 53.82 | -9.76 | 45.76 | -1.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.06 | -16.31 | 7.25 | -18.25 | 9.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.02 | -39.80 | 5.78 | | 2007 | | | -13.05 | -6.83 | -6.22 | | 2006 | | | 8.88 | 16.06 | -7.18 | | 2005 | | | 4.21 | -0.22 | 4.43 | | 2004 | | | 8.98 | 12.53 | -3.55 | | 2003 | | | 33.54 | 30.18 | 3.36 | | 2002 | | | -23.79 | -17.74 | -6.05 | | 2001 | | | 2.58 | -1.13 | 3.71 | | 2000 | | | -24.55 | -14.28 | -10.27 | | 1999 | | | 12.76 | 14.76 | -2.00 |
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| PAST QUARTERLY RETURNS (%) FOR
RYRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.94 | 9.27 | 16.41 | N/A | | 2008 | -5.46 | -7.39 | -0.58 | -24.19 | | 2007 | 3.56 | 2.00 | -8.77 | -9.77 | | 2006 | 5.49 | -4.44 | 3.44 | 4.41 | | 2005 | 0.84 | 4.17 | -6.25 | 5.81 | | 2004 | 5.32 | -1.48 | -6.10 | 11.85 | | 2003 | -3.92 | 19.75 | 6.81 | 8.67 | | 2002 | 2.05 | -9.05 | -18.49 | 0.74 | | 2001 | -2.68 | 1.67 | -14.12 | 20.72 | | 2000 | -4.84 | -16.62 | -4.64 | -0.29 | | 1999 | N/A | N/A | N/A | 15.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 30 | 26.67 | | 1-Month | 19 | 30 | 63.33 | | 3-Month | 16 | 30 | 53.33 | | 6-Month | 15 | 30 | 50.00 | | 1-Year | 12 | 30 | 40.00 | | 3-Year | 10 | 29 | 34.48 | | 5-Year | 13 | 27 | 48.15 |
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0.51% Nasdaq 
Performance
