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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.61% | | 5-Year Average Return: | 0.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.15% | |
Worst 1-Yr Total Return (2008): | -39.95% | |
Best 3-Yr Total Return (2004-6): | 15.29% | |
Worst 3-Yr Total Return (2006-8): | -10.12% |
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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 | TCLCX | Category | Diff | Index* | Diff | | Year To Date | 27.61 | 21.73 | 5.88 | 24.07 | 3.54 | | 1-Month | 4.97 | 5.16 | -0.19 | 6.00 | -1.03 | | 3-Month | 3.16 | 6.45 | -3.29 | 7.91 | -4.75 | | 1-Year | 30.38 | 24.67 | 5.71 | 25.39 | 4.99 | | 3-Year | -7.69 | -7.33 | -0.36 | -5.79 | -1.9 | | 5-Year | 0.26 | 0.27 | -0.01 | 0.71 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.79 | 47.53 | 14.26 | 45.76 | 16.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.55 | -16.99 | 4.44 | -18.25 | 5.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TCLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.95 | -37.09 | -2.86 | | 2007 | | | -0.19 | 1.42 | -1.61 | | 2006 | | | 21.15 | 18.15 | 3.00 | | 2005 | | | 4.88 | 5.95 | -1.07 | | 2004 | | | 20.59 | 12.97 | 7.62 | | 2003 | | | 33.32 | 28.44 | 4.88 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TCLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.80 | 22.83 | 19.91 | N/A | | 2008 | -10.43 | -5.78 | -7.86 | -22.78 | | 2007 | 2.17 | 6.82 | -2.75 | -5.96 | | 2006 | 6.95 | -0.81 | 4.77 | 9.01 | | 2005 | -1.87 | 1.47 | 2.38 | 2.89 | | 2004 | 3.83 | 0.92 | 0.84 | 14.13 | | 2003 | -5.63 | 18.42 | 3.60 | 15.15 | | 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 | 206 | 1293 | 15.93 | | 1-Month | 347 | 1338 | 25.93 | | 3-Month | 1302 | 1329 | 97.97 | | 6-Month | 554 | 1320 | 41.97 | | 1-Year | 170 | 1280 | 13.28 | | 3-Year | 514 | 1088 | 47.24 | | 5-Year | 400 | 917 | 43.62 |
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0.15% Nasdaq 
0.06%
Performance
