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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.77% | | 5-Year Average Return: | -1.69% | | Number of Years Up: | 1 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 19.43% | |
Worst 1-Yr Total Return (2008): | -33.18% | |
Best 3-Yr Total Return (2005-7): | 3.33% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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| 1-Year: | -8.49% | | 3-Year: | -5.46% | | 5-Year: | 0.60% | | 10-Year: | 5.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEECX | Category | Diff | Index* | Diff | | Year To Date | 21.77 | 22.72 | -0.95 | 24.07 | -2.3 | | 1-Month | 2.68 | 3.14 | -0.46 | 6.00 | -3.32 | | 3-Month | 3.56 | 3.09 | 0.47 | 7.91 | -4.35 | | 1-Year | 28.54 | 29.36 | -0.82 | 25.39 | 3.15 | | 3-Year | -7.99 | -8.14 | 0.15 | -5.79 | -2.2 | | 5-Year | -1.69 | -0.30 | -1.39 | 0.71 | -2.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.96 | 57.49 | 4.47 | 45.76 | 16.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.28 | -19.40 | 0.12 | -18.25 | -1.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.18 | -36.56 | 3.38 | | 2007 | | | -4.20 | -1.10 | -3.10 | | 2006 | | | 19.43 | 15.03 | 4.40 | | 2005 | | | -3.56 | 6.75 | -10.31 | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TEECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.97 | 28.23 | 19.15 | N/A | | 2008 | -10.06 | 1.82 | -0.92 | -26.36 | | 2007 | 3.72 | 6.29 | -4.40 | -9.10 | | 2006 | 17.18 | -5.42 | 2.30 | 5.33 | | 2005 | -6.00 | -0.32 | 3.26 | -0.33 | | 2004 | N/A | N/A | -0.49 | 11.50 | | 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 | 275 | 657 | 41.86 | | 1-Month | 488 | 679 | 71.87 | | 3-Month | 201 | 671 | 29.96 | | 6-Month | 152 | 663 | 22.93 | | 1-Year | 232 | 646 | 35.91 | | 3-Year | 222 | 573 | 38.74 | | 5-Year | 270 | 475 | 56.84 |
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