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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.44% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.84% | |
Worst 1-Yr Total Return (2008): | -42.67% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -15.87% | | 3-Year: | -5.09% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TDSAX | Category | Diff | Index* | Diff | | Year To Date | 16.44 | 21.65 | -5.21 | 17.05 | -0.61 | | 1-Month | -6.26 | -5.90 | -0.36 | -1.86 | -4.4 | | 3-Month | 0.52 | 2.07 | -1.55 | 5.48 | -4.96 | | 1-Year | 7.30 | 13.17 | -5.87 | 9.80 | -2.5 | | 3-Year | -7.10 | -7.45 | 0.35 | -7.02 | -0.08 | | 5-Year | N/A | 0.22 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.77 | 52.20 | -7.43 | 45.76 | -0.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.17 | -18.89 | -6.28 | -18.25 | -6.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TDSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.67 | -41.55 | -1.12 | | 2007 | | | 16.84 | 7.59 | 9.25 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TDSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 17.07 | 13.22 | N/A | | 2008 | -16.02 | 3.57 | -8.28 | -28.14 | | 2007 | 5.82 | 9.45 | 2.51 | -1.59 | | 2006 | N/A | N/A | N/A | 9.02 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 584 | 790 | 73.92 | | 1-Month | 410 | 820 | 50.00 | | 3-Month | 614 | 819 | 74.97 | | 6-Month | 688 | 800 | 86.00 | | 1-Year | 537 | 783 | 68.58 | | 3-Year | 291 | 669 | 43.50 | | 5-Year | | 554 | N/A |
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