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| Morningstar Return Rating: | High | | Year to Date Return: | 17.84% | | 5-Year Average Return: | 7.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.02% | |
Worst 1-Yr Total Return (2008): | -26.73% | |
Best 3-Yr Total Return (2004-6): | 19.05% | |
Worst 3-Yr Total Return (2006-8): | 0.00% |
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| 1-Year: | -2.75% | | 3-Year: | -0.63% | | 5-Year: | 7.42% | | 10-Year: | 8.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEDIX | Category | Diff | Index* | Diff | | Year To Date | 17.84 | 31.75 | -13.91 | 29.91 | -12.07 | | 1-Month | 0.69 | 4.47 | -3.78 | 2.00 | -1.31 | | 3-Month | 3.13 | 7.37 | -4.24 | 4.58 | -1.45 | | 1-Year | 19.08 | 38.36 | -19.28 | 37.72 | -18.64 | | 3-Year | -0.39 | -4.57 | 4.18 | -5.52 | 5.13 | | 5-Year | 7.12 | 3.09 | 4.03 | 4.13 | 2.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.38 | 51.30 | -28.92 | 59.35 | -36.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.64 | -13.15 | 7.51 | -14.95 | 9.31 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.73 | -41.91 | 15.18 | | 2007 | | | 10.96 | 11.28 | -0.32 | | 2006 | | | 23.02 | 19.72 | 3.30 | | 2005 | | | 15.29 | 11.61 | 3.68 | | 2004 | | | 18.98 | 15.27 | 3.71 | | 2003 | | | 31.13 | 34.49 | -3.36 | | 2002 | | | -9.39 | -19.36 | 9.97 | | 2001 | | | 0.86 | -17.51 | 18.37 | | 2000 | | | 12.26 | -9.14 | 21.40 | | 1999 | | | 26.38 | 41.13 | -14.75 |
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| PAST QUARTERLY RETURNS (%) FOR
TEDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.84 | 9.64 | 9.33 | N/A | | 2008 | -7.51 | -2.66 | -7.21 | -12.30 | | 2007 | 4.98 | 7.39 | -0.85 | -0.73 | | 2006 | 9.83 | -1.56 | 4.52 | 8.85 | | 2005 | 1.00 | 3.46 | 6.64 | 3.47 | | 2004 | 3.97 | 0.04 | 2.25 | 11.87 | | 2003 | -3.92 | 15.46 | 4.80 | 12.79 | | 2002 | 4.59 | -3.88 | -10.69 | 0.92 | | 2001 | -0.16 | 6.42 | -9.68 | 5.10 | | 2000 | 7.14 | -0.34 | 3.10 | 1.97 | | 1999 | N/A | N/A | N/A | 14.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 690 | 751 | 91.88 | | 1-Month | 390 | 830 | 46.99 | | 3-Month | 656 | 820 | 80.00 | | 6-Month | 760 | 776 | 97.94 | | 1-Year | 593 | 729 | 81.34 | | 3-Year | 67 | 528 | 12.69 | | 5-Year | 15 | 430 | 3.49 |
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