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| Morningstar Return Rating: | Below average | | Year to Date Return: | 39.13% | | 5-Year Average Return: | -4.53% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 5.79% | |
Worst 1-Yr Total Return (2008): | -50.17% | |
Best 3-Yr Total Return (2005-7): | 2.38% | |
Worst 3-Yr Total Return (2006-8): | -19.91% |
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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 | RYSAX | Category | Diff | Index* | Diff | | Year To Date | 39.13 | 44.15 | -5.02 | 17.05 | 22.08 | | 1-Month | -11.00 | -3.44 | -7.56 | -1.86 | -9.14 | | 3-Month | -5.17 | 4.68 | -9.85 | 5.48 | -10.65 | | 1-Year | 20.18 | 31.89 | -11.71 | 9.80 | 10.38 | | 3-Year | -12.12 | -1.81 | -10.31 | -7.02 | -5.1 | | 5-Year | -4.53 | 2.63 | -7.16 | 0.33 | -4.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.73 | 57.15 | 9.58 | 45.76 | 20.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.15 | -10.30 | -0.85 | -18.25 | 7.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.17 | -45.33 | -4.84 | | 2007 | | | -2.53 | 16.12 | -18.65 | | 2006 | | | 5.79 | 7.08 | -1.29 | | 2005 | | | 4.08 | 5.76 | -1.68 | | 2004 | | | -21.24 | 4.24 | -25.48 | | 2003 | | | 71.68 | 55.77 | 15.91 | | 2002 | | | -49.43 | -42.86 | -6.57 | | 2001 | | | -29.65 | -36.89 | 7.24 | | 2000 | | | -18.43 | -31.36 | 12.93 | | 1999 | | | 120.21 | 129.22 | -9.01 |
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| PAST QUARTERLY RETURNS (%) FOR
RYSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.45 | 18.26 | 23.02 | N/A | | 2008 | -17.44 | 4.81 | -19.06 | -28.85 | | 2007 | 0.00 | 8.84 | 0.93 | -11.26 | | 2006 | 15.58 | -11.71 | 1.92 | 1.71 | | 2005 | -7.78 | 3.72 | 8.33 | 0.45 | | 2004 | -4.96 | -5.68 | -23.21 | 14.42 | | 2003 | -1.38 | 26.81 | 16.33 | 18.00 | | 2002 | 5.32 | -32.49 | -38.77 | 16.16 | | 2001 | -27.42 | 13.76 | -37.58 | 36.51 | | 2000 | 43.28 | -3.93 | -10.39 | -33.86 | | 1999 | N/A | N/A | N/A | 48.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 134 | 220 | 60.91 | | 1-Month | 231 | 234 | 98.72 | | 3-Month | 225 | 228 | 98.68 | | 6-Month | 219 | 222 | 98.65 | | 1-Year | 133 | 212 | 62.74 | | 3-Year | 164 | 203 | 80.79 | | 5-Year | 154 | 190 | 81.05 |
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1.00% Nasdaq 0.00%
Performance
