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| Morningstar Return Rating: | Average | | Year to Date Return: | 45.62% | | 5-Year Average Return: | 0.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.10% | |
Worst 1-Yr Total Return (2008): | -45.36% | |
Best 3-Yr Total Return (2005-7): | 6.92% | |
Worst 3-Yr Total Return (2006-8): | -13.30% |
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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 | RYTIX | Category | Diff | Index* | Diff | | Year To Date | 45.62 | 51.81 | -6.19 | 24.07 | 21.55 | | 1-Month | 5.07 | 5.12 | -0.05 | 6.00 | -0.93 | | 3-Month | 6.71 | 7.87 | -1.16 | 7.91 | -1.2 | | 1-Year | 50.41 | 57.69 | -7.28 | 25.39 | 25.02 | | 3-Year | -4.20 | -1.61 | -2.59 | -5.79 | 1.59 | | 5-Year | 0.04 | 2.56 | -2.52 | 0.71 | -0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.07 | 59.60 | -3.53 | 45.76 | 10.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.72 | -9.33 | -6.39 | -18.25 | 2.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.36 | -45.33 | -0.03 | | 2007 | | | 12.10 | 16.12 | -4.02 | | 2006 | | | 6.40 | 7.08 | -0.68 | | 2005 | | | 2.48 | 5.76 | -3.28 | | 2004 | | | 0.18 | 4.24 | -4.06 | | 2003 | | | 57.16 | 55.77 | 1.39 | | 2002 | | | -40.38 | -42.86 | 2.48 | | 2001 | | | -29.14 | -36.89 | 7.75 | | 2000 | | | -38.75 | -31.36 | -7.39 | | 1999 | | | 81.16 | 129.22 | -48.06 |
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| PAST QUARTERLY RETURNS (%) FOR
RYTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.12 | 19.09 | 17.78 | N/A | | 2008 | -14.71 | 4.08 | -15.84 | -26.87 | | 2007 | 1.79 | 9.74 | 4.65 | -4.10 | | 2006 | 6.74 | -9.55 | 5.28 | 4.68 | | 2005 | -8.57 | 3.09 | 6.47 | 2.12 | | 2004 | 0.80 | -0.70 | -12.64 | 14.57 | | 2003 | -1.11 | 27.14 | 11.62 | 11.99 | | 2002 | -8.79 | -27.45 | -26.94 | 23.33 | | 2001 | -25.38 | 12.28 | -36.26 | 32.67 | | 2000 | 13.67 | -9.91 | -13.60 | -30.78 | | 1999 | N/A | N/A | N/A | 39.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 144 | 215 | 66.98 | | 1-Month | 98 | 229 | 42.79 | | 3-Month | 153 | 229 | 66.81 | | 6-Month | 136 | 217 | 62.67 | | 1-Year | 111 | 207 | 53.62 | | 3-Year | 120 | 198 | 60.61 | | 5-Year | 114 | 186 | 61.29 |
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0.51% Nasdaq 
Performance
