|
| Morningstar Return Rating: | High | | Year to Date Return: | 33.04% | | 5-Year Average Return: | 7.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.08% | |
Worst 1-Yr Total Return (2008): | -25.91% | |
Best 3-Yr Total Return (2004-6): | 14.94% | |
Worst 3-Yr Total Return (2006-8): | -1.92% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYSFX | Category | Diff | Index* | Diff | | Year To Date | 33.04 | 22.72 | 10.32 | 24.07 | 8.97 | | 1-Month | 2.63 | 3.14 | -0.51 | 6.00 | -3.37 | | 3-Month | 4.69 | 3.09 | 1.6 | 7.91 | -3.22 | | 1-Year | 38.11 | 29.36 | 8.75 | 25.39 | 12.72 | | 3-Year | 3.44 | -8.14 | 11.58 | -5.79 | 9.23 | | 5-Year | 7.36 | -0.30 | 7.66 | 0.71 | 6.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.82 | 57.49 | -0.67 | 45.76 | 11.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.04 | -19.40 | 10.36 | -18.25 | 9.21 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.91 | -36.56 | 10.65 | | 2007 | | | 10.70 | -1.10 | 11.80 | | 2006 | | | 15.02 | 15.03 | -0.01 | | 2005 | | | 10.87 | 6.75 | 4.12 | | 2004 | | | 19.08 | 18.94 | 0.14 | | 2003 | | | 48.67 | 43.41 | 5.26 | | 2002 | | | -15.82 | -16.22 | 0.40 | | 2001 | | | 24.45 | 8.92 | 15.53 | | 2000 | | | 14.97 | 11.89 | 3.08 | | 1999 | | | 35.42 | 19.95 | 15.47 |
|
| PAST QUARTERLY RETURNS (%) FOR
RYSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.23 | 21.40 | 19.11 | N/A | | 2008 | -5.55 | 1.45 | -1.03 | -21.87 | | 2007 | 3.36 | 6.10 | 1.92 | -0.96 | | 2006 | 10.33 | -4.45 | 1.49 | 7.50 | | 2005 | -3.92 | 1.17 | 8.26 | 5.35 | | 2004 | 7.22 | 1.60 | -0.19 | 9.52 | | 2003 | 0.29 | 17.54 | 9.57 | 15.10 | | 2002 | 5.89 | -11.98 | -19.89 | 12.73 | | 2001 | -1.36 | 18.40 | -15.90 | 26.69 | | 2000 | 9.53 | -1.43 | 9.14 | -2.43 | | 1999 | N/A | N/A | N/A | 10.73 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 657 | 17.96 | | 1-Month | 502 | 679 | 73.93 | | 3-Month | 161 | 671 | 23.99 | | 6-Month | 172 | 663 | 25.94 | | 1-Year | 113 | 646 | 17.49 | | 3-Year | 2 | 573 | 0.35 | | 5-Year | 1 | 475 | 0.21 |
|
|
|
|
|