|
| Morningstar Return Rating: | Average | | Year to Date Return: | 22.31% | | 5-Year Average Return: | 0.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.18% | |
Worst 1-Yr Total Return (2008): | -38.53% | |
Best 3-Yr Total Return (2004-6): | 13.03% | |
Worst 3-Yr Total Return (2006-8): | -9.68% |
|
| 1-Year: | -6.74% | | 3-Year: | -6.32% | | 5-Year: | 1.29% | | 10-Year: | 4.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEMTX | Category | Diff | Index* | Diff | | Year To Date | 22.31 | 21.73 | 0.58 | 24.07 | -1.76 | | 1-Month | 1.96 | 5.16 | -3.2 | 6.00 | -4.04 | | 3-Month | 4.46 | 6.45 | -1.99 | 7.91 | -3.45 | | 1-Year | 24.98 | 24.67 | 0.31 | 25.39 | -0.41 | | 3-Year | -7.64 | -7.33 | -0.31 | -5.79 | -1.85 | | 5-Year | 0.29 | 0.27 | 0.02 | 0.71 | -0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.86 | 47.53 | -6.67 | 45.76 | -4.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.82 | -16.99 | 0.17 | -18.25 | 1.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEMTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.53 | -37.09 | -1.44 | | 2007 | | | 2.30 | 1.42 | 0.88 | | 2006 | | | 17.18 | 18.15 | -0.97 | | 2005 | | | 9.27 | 5.95 | 3.32 | | 2004 | | | 12.77 | 12.97 | -0.20 | | 2003 | | | 25.37 | 28.44 | -3.07 | | 2002 | | | -11.78 | -18.69 | 6.91 | | 2001 | | | 5.26 | -4.99 | 10.25 | | 2000 | | | 12.68 | 7.87 | 4.81 | | 1999 | | | 13.87 | 6.72 | 7.15 |
|
| PAST QUARTERLY RETURNS (%) FOR
TEMTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.20 | 16.81 | 15.70 | N/A | | 2008 | -9.41 | -5.95 | -7.04 | -22.39 | | 2007 | 2.97 | 5.83 | -3.62 | -2.59 | | 2006 | 6.14 | -1.13 | 3.68 | 7.70 | | 2005 | 0.04 | 2.09 | 4.31 | 2.57 | | 2004 | 3.09 | -0.15 | 0.42 | 9.10 | | 2003 | -2.40 | 12.68 | 2.25 | 11.49 | | 2002 | 2.28 | -6.12 | -10.37 | 2.50 | | 2001 | 3.01 | 8.10 | -11.16 | 6.40 | | 2000 | 2.07 | -1.79 | 7.59 | 4.48 | | 1999 | N/A | N/A | N/A | 7.84 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 426 | 1293 | 32.95 | | 1-Month | 709 | 1338 | 52.99 | | 3-Month | 877 | 1329 | 65.99 | | 6-Month | 1082 | 1320 | 81.97 | | 1-Year | 400 | 1280 | 31.25 | | 3-Year | 449 | 1088 | 41.27 | | 5-Year | 297 | 917 | 32.39 |
|
|
|
|
|
0.11% Nasdaq 0.00%
0.05 (0.26%) 
Performance
