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| Morningstar Return Rating: | Below average | | Year to Date Return: | 55.33% | | 5-Year Average Return: | 8.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 47.08% | |
Worst 1-Yr Total Return (2008): | -58.03% | |
Best 3-Yr Total Return (2005-7): | 30.09% | |
Worst 3-Yr Total Return (2006-8): | -14.35% |
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| 1-Year: | -17.89% | | 3-Year: | -1.14% | | 5-Year: | 8.41% | | 10-Year: | 6.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RYVCX | Category | Diff | Index* | Diff | | Year To Date | 55.33 | 34.80 | 20.53 | 17.05 | 38.28 | | 1-Month | -1.26 | -1.43 | 0.17 | -1.86 | 0.6 | | 3-Month | 13.35 | 8.55 | 4.8 | 5.48 | 7.87 | | 1-Year | 22.62 | 19.10 | 3.52 | 9.80 | 12.82 | | 3-Year | -2.83 | -0.71 | -2.12 | -7.02 | 4.19 | | 5-Year | 8.68 | 10.24 | -1.56 | 0.33 | 8.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.50 | 53.32 | 13.18 | 45.76 | 20.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.69 | -32.06 | -10.63 | -18.25 | -24.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.03 | -51.12 | -6.91 | | 2007 | | | 36.01 | 42.09 | -6.08 | | 2006 | | | 10.06 | 12.05 | -1.99 | | 2005 | | | 47.08 | 46.33 | 0.75 | | 2004 | | | 33.40 | 33.42 | -0.02 | | 2003 | | | 7.84 | 32.28 | -24.44 | | 2002 | | | -11.46 | -11.49 | 0.03 | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.28 | 31.35 | 22.55 | N/A | | 2008 | -4.10 | 30.43 | -36.35 | -47.28 | | 2007 | 7.75 | 17.50 | 7.83 | -0.37 | | 2006 | 13.64 | 2.75 | -12.38 | 7.58 | | 2005 | 12.85 | 4.52 | 22.58 | 1.72 | | 2004 | 9.71 | 4.59 | 12.86 | 3.01 | | 2003 | -4.54 | 10.56 | -8.01 | 11.08 | | 2002 | 10.27 | -12.69 | -18.70 | 13.12 | | 2001 | N/A | -12.64 | -30.94 | 22.40 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 79 | 13.92 | | 1-Month | 43 | 79 | 54.43 | | 3-Month | 6 | 79 | 7.59 | | 6-Month | 18 | 79 | 22.78 | | 1-Year | 14 | 72 | 19.44 | | 3-Year | 50 | 65 | 76.92 | | 5-Year | 27 | 45 | 60.00 |
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Performance
