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| Morningstar Return Rating: | High | | Year to Date Return: | 17.05% | | 5-Year Average Return: | 6.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.16% | |
Worst 1-Yr Total Return (2008): | -27.27% | |
Best 3-Yr Total Return (2004-6): | 18.26% | |
Worst 3-Yr Total Return (2006-8): | -0.69% |
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| 1-Year: | 1.49% | | 3-Year: | 0.65% | | 5-Year: | 7.96% | | 10-Year: | 8.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEDSX | Category | Diff | Index* | Diff | | Year To Date | 17.05 | 31.75 | -14.7 | 29.91 | -12.86 | | 1-Month | 0.62 | 4.47 | -3.85 | 2.00 | -1.38 | | 3-Month | 2.93 | 7.37 | -4.44 | 4.58 | -1.65 | | 1-Year | 18.21 | 38.36 | -20.15 | 37.72 | -19.51 | | 3-Year | -1.10 | -4.57 | 3.47 | -5.52 | 4.42 | | 5-Year | 6.38 | 3.09 | 3.29 | 4.13 | 2.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.83 | 51.30 | -29.47 | 59.35 | -37.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.31 | -13.15 | 6.84 | -14.95 | 8.64 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEDSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.27 | -41.91 | 14.64 | | 2007 | | | 10.24 | 11.28 | -1.04 | | 2006 | | | 22.16 | 19.72 | 2.44 | | 2005 | | | 14.56 | 11.61 | 2.95 | | 2004 | | | 18.17 | 15.27 | 2.90 | | 2003 | | | 30.29 | 34.49 | -4.20 | | 2002 | | | -9.98 | -19.36 | 9.38 | | 2001 | | | 0.25 | -17.51 | 17.76 | | 2000 | | | 11.53 | -9.14 | 20.67 | | 1999 | | | 25.50 | 41.13 | -15.63 |
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| PAST QUARTERLY RETURNS (%) FOR
TEDSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.03 | 9.44 | 9.17 | N/A | | 2008 | -7.69 | -2.82 | -7.38 | -12.45 | | 2007 | 4.84 | 7.18 | -1.01 | -0.90 | | 2006 | 9.66 | -1.72 | 4.34 | 8.64 | | 2005 | 0.88 | 3.26 | 6.49 | 3.28 | | 2004 | 3.79 | -0.10 | 2.07 | 11.66 | | 2003 | -4.12 | 15.34 | 4.60 | 12.64 | | 2002 | 4.44 | -4.05 | -10.80 | 0.72 | | 2001 | -0.27 | 6.23 | -9.83 | 4.94 | | 2000 | 6.97 | -0.50 | 2.97 | 1.76 | | 1999 | N/A | N/A | N/A | 13.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 705 | 751 | 93.87 | | 1-Month | 439 | 830 | 52.89 | | 3-Month | 672 | 820 | 81.95 | | 6-Month | 760 | 776 | 97.94 | | 1-Year | 605 | 729 | 82.99 | | 3-Year | 101 | 528 | 19.13 | | 5-Year | 31 | 430 | 7.21 |
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