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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.28% | | 5-Year Average Return: | -0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.84% | |
Worst 1-Yr Total Return (2008): | -40.92% | |
Best 3-Yr Total Return (2004-6): | 13.68% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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| 1-Year: | -8.12% | | 3-Year: | -7.15% | | 5-Year: | 0.96% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEMEX | Category | Diff | Index* | Diff | | Year To Date | 23.28 | 21.73 | 1.55 | 24.07 | -0.79 | | 1-Month | 1.88 | 5.16 | -3.28 | 6.00 | -4.12 | | 3-Month | 4.18 | 6.45 | -2.27 | 7.91 | -3.73 | | 1-Year | 26.42 | 24.67 | 1.75 | 25.39 | 1.03 | | 3-Year | -8.67 | -7.33 | -1.34 | -5.79 | -2.88 | | 5-Year | -0.24 | 0.27 | -0.51 | 0.71 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.32 | 47.53 | -6.21 | 45.76 | -4.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -16.99 | -2.01 | -18.25 | -0.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEMEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.92 | -37.09 | -3.83 | | 2007 | | | 1.99 | 1.42 | 0.57 | | 2006 | | | 19.84 | 18.15 | 1.69 | | 2005 | | | 8.12 | 5.95 | 2.17 | | 2004 | | | 13.39 | 12.97 | 0.42 | | 2003 | | | 28.24 | 28.44 | -0.20 | | 2002 | | | -11.99 | -18.69 | 6.70 | | 2001 | | | 5.06 | -4.99 | 10.05 | | 2000 | | | 13.21 | 7.87 | 5.34 | | 1999 | | | 15.65 | 6.72 | 8.93 |
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| PAST QUARTERLY RETURNS (%) FOR
TEMEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.48 | 16.07 | 15.73 | N/A | | 2008 | -9.30 | -6.48 | -7.73 | -24.51 | | 2007 | 3.89 | 5.04 | -3.43 | -3.23 | | 2006 | 7.11 | -0.78 | 4.36 | 8.06 | | 2005 | 0.13 | 2.29 | 4.19 | 1.32 | | 2004 | 3.44 | -0.72 | 1.03 | 9.29 | | 2003 | -3.21 | 13.96 | 3.58 | 12.24 | | 2002 | 2.78 | -6.02 | -10.99 | 2.36 | | 2001 | 2.56 | 8.17 | -10.33 | 5.61 | | 2000 | 4.00 | -1.37 | 6.80 | 3.34 | | 1999 | N/A | N/A | N/A | 7.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 310 | 1293 | 23.98 | | 1-Month | 495 | 1338 | 37.00 | | 3-Month | 890 | 1329 | 66.97 | | 6-Month | 1135 | 1320 | 85.98 | | 1-Year | 322 | 1280 | 25.16 | | 3-Year | 587 | 1088 | 53.95 | | 5-Year | 368 | 917 | 40.13 |
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0.51% Nasdaq 
Performance
