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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.67% | | 5-Year Average Return: | -6.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 49.49% | |
Worst 1-Yr Total Return (2008): | -51.15% | |
Best 3-Yr Total Return (2004-6): | 17.05% | |
Worst 3-Yr Total Return (2006-8): | -7.69% |
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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 | TCPSX | Category | Diff | Index* | Diff | | Year To Date | 0.67 | 34.90 | -34.23 | 24.07 | -23.4 | | 1-Month | 9.16 | 6.11 | 3.05 | 6.00 | 3.16 | | 3-Month | 6.50 | 6.76 | -0.26 | 7.91 | -1.41 | | 1-Year | 0.67 | 42.88 | -42.21 | 25.39 | -24.72 | | 3-Year | -17.41 | -9.76 | -7.65 | -5.79 | -11.62 | | 5-Year | -6.32 | -1.80 | -4.52 | 0.71 | -7.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.11 | 48.27 | -25.16 | 45.76 | -22.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.13 | -16.43 | -16.7 | -18.25 | -14.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TCPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.15 | -49.47 | -1.68 | | 2007 | | | 7.71 | 11.05 | -3.34 | | 2006 | | | 49.49 | 19.96 | 29.53 | | 2005 | | | -11.94 | 7.66 | -19.60 | | 2004 | | | 21.83 | 21.32 | 0.51 | | 2003 | | | -0.33 | 44.35 | -44.68 | | 2002 | | | -54.84 | -39.50 | -15.34 | | 2001 | | | -26.99 | -32.88 | 5.89 | | 2000 | | | N/A | -33.17 | N/A | | 1999 | | | N/A | 62.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TCPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.15 | 5.30 | 7.87 | N/A | | 2008 | -22.88 | -6.26 | -23.48 | -11.69 | | 2007 | 9.25 | 9.97 | 1.46 | -11.63 | | 2006 | 21.21 | -2.88 | 14.02 | 11.37 | | 2005 | -11.91 | 3.90 | -2.40 | -1.43 | | 2004 | 4.58 | -2.65 | 7.70 | 11.10 | | 2003 | -23.58 | 30.31 | -15.83 | 18.91 | | 2002 | -23.48 | -37.00 | -39.43 | 54.66 | | 2001 | -6.20 | -5.67 | -2.45 | -15.42 | | 2000 | N/A | N/A | -21.73 | -27.84 | | 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 | 47 | 47 | 100.00 | | 1-Month | 3 | 47 | 6.38 | | 3-Month | 2 | 47 | 4.26 | | 6-Month | 37 | 47 | 78.72 | | 1-Year | 32 | 40 | 80.00 | | 3-Year | 32 | 33 | 96.97 | | 5-Year | 27 | 32 | 84.38 |
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