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| Morningstar Return Rating: | Above average | | Year to Date Return: | 56.47% | | 5-Year Average Return: | 3.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.58% | |
Worst 1-Yr Total Return (2008): | -37.00% | |
Best 3-Yr Total Return (2005-7): | 6.56% | |
Worst 3-Yr Total Return (2006-8): | -9.35% |
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| 1-Year: | 5.45% | | 3-Year: | 1.05% | | 5-Year: | 2.82% | | 10-Year: | 8.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TAHYX | Category | Diff | Index* | Diff | | Year To Date | 56.47 | 42.53 | 13.94 | 7.61 | 48.86 | | 1-Month | 2.32 | 1.09 | 1.23 | 1.29 | 1.03 | | 3-Month | 9.92 | 7.76 | 2.16 | 2.86 | 7.06 | | 1-Year | 54.84 | 48.90 | 5.94 | 11.63 | 43.21 | | 3-Year | 1.72 | 2.47 | -0.75 | 6.40 | -4.68 | | 5-Year | 3.90 | 4.02 | -0.12 | 5.49 | -1.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.31 | 35.54 | 11.77 | 7.06 | 40.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.81 | 0.71 | -7.52 | 7.94 | -14.75 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TAHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.00 | -26.41 | -10.59 | | 2007 | | | 6.93 | 1.47 | 5.46 | | 2006 | | | 10.58 | 10.14 | 0.44 | | 2005 | | | 2.35 | 2.59 | -0.24 | | 2004 | | | 6.74 | 9.99 | -3.25 | | 2003 | | | 32.13 | 24.36 | 7.77 | | 2002 | | | -2.70 | -1.52 | -1.18 | | 2001 | | | 16.74 | 2.39 | 14.35 | | 2000 | | | 12.81 | -7.12 | 19.93 | | 1999 | | | 27.09 | 5.05 | 22.04 |
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| PAST QUARTERLY RETURNS (%) FOR
TAHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.65 | 25.55 | 17.18 | N/A | | 2008 | -4.48 | 2.83 | -11.42 | -27.59 | | 2007 | 4.32 | 2.33 | 1.61 | -1.42 | | 2006 | 3.31 | -0.88 | 2.67 | 5.18 | | 2005 | -2.17 | 1.47 | 3.06 | 0.04 | | 2004 | 2.76 | -2.50 | 2.94 | 3.48 | | 2003 | 8.01 | 9.79 | 3.14 | 8.03 | | 2002 | 2.42 | -3.77 | -8.98 | 8.45 | | 2001 | 6.17 | 4.94 | -3.63 | 8.72 | | 2000 | 10.38 | 3.92 | 4.55 | -5.95 | | 1999 | N/A | N/A | N/A | 11.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 543 | 7.00 | | 1-Month | 287 | 574 | 50.00 | | 3-Month | 171 | 571 | 29.95 | | 6-Month | 27 | 559 | 4.83 | | 1-Year | 100 | 543 | 18.42 | | 3-Year | 284 | 467 | 60.81 | | 5-Year | 212 | 403 | 52.61 |
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0.20% Nasdaq 
Performance
