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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.51% | | 5-Year Average Return: | 2.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.42% | |
Worst 1-Yr Total Return (2008): | -39.88% | |
Best 3-Yr Total Return (2005-7): | 11.50% | |
Worst 3-Yr Total Return (2006-8): | -8.80% |
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| 1-Year: | -8.55% | | 3-Year: | -3.22% | | 5-Year: | 4.07% | | 10-Year: | 8.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TBEGX | Category | Diff | Index* | Diff | | Year To Date | 31.51 | 31.59 | -0.08 | 24.07 | 7.44 | | 1-Month | 4.90 | 4.49 | 0.41 | 6.00 | -1.1 | | 3-Month | 6.35 | 6.16 | 0.19 | 7.91 | -1.56 | | 1-Year | 31.88 | 35.24 | -3.36 | 25.39 | 6.49 | | 3-Year | -4.07 | -5.04 | 0.97 | -5.79 | 1.72 | | 5-Year | 2.58 | 1.47 | 1.11 | 0.71 | 1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.32 | 48.99 | 0.33 | 45.76 | 3.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.51 | -20.53 | 0.02 | -18.25 | -2.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TBEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.88 | -43.77 | 3.89 | | 2007 | | | 11.23 | 15.09 | -3.86 | | 2006 | | | 13.42 | 9.00 | 4.42 | | 2005 | | | 9.88 | 9.84 | 0.04 | | 2004 | | | 9.80 | 13.23 | -3.43 | | 2003 | | | 45.88 | 35.96 | 9.92 | | 2002 | | | -25.75 | -27.24 | 1.49 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TBEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.23 | 17.49 | 18.99 | N/A | | 2008 | -8.89 | 7.39 | -16.23 | -26.65 | | 2007 | 3.71 | 8.33 | 0.04 | -1.04 | | 2006 | 8.87 | -3.02 | 1.44 | 5.90 | | 2005 | -1.34 | 1.65 | 6.36 | 3.02 | | 2004 | 4.82 | 1.11 | -7.90 | 12.48 | | 2003 | -4.35 | 22.35 | 10.38 | 12.94 | | 2002 | 1.90 | -13.26 | -22.93 | 9.01 | | 2001 | N/A | N/A | -15.17 | 22.70 | | 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 | 496 | 827 | 59.98 | | 1-Month | 695 | 881 | 78.89 | | 3-Month | 703 | 879 | 79.98 | | 6-Month | 232 | 862 | 26.91 | | 1-Year | 446 | 825 | 54.06 | | 3-Year | 290 | 734 | 39.51 | | 5-Year | 211 | 632 | 33.39 |
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