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| Morningstar Return Rating: | Low | | Year to Date Return: | 42.16% | | 5-Year Average Return: | -3.19% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.99% | |
Worst 1-Yr Total Return (2008): | -49.30% | |
Best 3-Yr Total Return (2005-7): | 4.61% | |
Worst 3-Yr Total Return (2006-8): | -17.57% |
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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 | RYZAX | Category | Diff | Index* | Diff | | Year To Date | 42.16 | 29.38 | 12.78 | 24.07 | 18.09 | | 1-Month | 4.75 | 4.60 | 0.15 | 6.00 | -1.25 | | 3-Month | 3.85 | 5.74 | -1.89 | 7.91 | -4.06 | | 1-Year | 45.73 | 35.63 | 10.1 | 25.39 | 20.34 | | 3-Year | -11.57 | -6.63 | -4.94 | -5.79 | -5.78 | | 5-Year | -3.19 | 1.13 | -4.32 | 0.71 | -3.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 123.71 | 57.66 | 66.05 | 45.76 | 77.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.98 | -16.45 | 3.47 | -18.25 | 5.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RYZAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.30 | -36.77 | -12.53 | | 2007 | | | -5.55 | 0.83 | -6.38 | | 2006 | | | 16.99 | 15.87 | 1.12 | | 2005 | | | 3.62 | 8.82 | -5.20 | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RYZAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.04 | 44.18 | 37.32 | N/A | | 2008 | -12.32 | -13.65 | -2.37 | -31.41 | | 2007 | 3.50 | 4.09 | -5.63 | -7.10 | | 2006 | 4.19 | 1.75 | 2.50 | 7.67 | | 2005 | -2.92 | 2.00 | 2.84 | 1.76 | | 2004 | N/A | 0.20 | 0.64 | 9.29 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 29 | 420 | 6.90 | | 1-Month | 314 | 443 | 70.88 | | 3-Month | 385 | 438 | 87.90 | | 6-Month | 17 | 431 | 3.94 | | 1-Year | 21 | 416 | 5.05 | | 3-Year | 282 | 338 | 83.43 | | 5-Year | 201 | 248 | 81.05 |
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0.51% Nasdaq 
Performance
