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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.08% | | 5-Year Average Return: | 3.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.89% | |
Worst 1-Yr Total Return (2008): | -39.52% | |
Best 3-Yr Total Return (2004-6): | 16.00% | |
Worst 3-Yr Total Return (2006-8): | -7.43% |
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| 1-Year: | -3.46% | | 3-Year: | -5.22% | | 5-Year: | 3.74% | | 10-Year: | 3.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEMWX | Category | Diff | Index* | Diff | | Year To Date | 29.08 | 31.75 | -2.67 | 29.91 | -0.83 | | 1-Month | 3.98 | 4.47 | -0.49 | 2.00 | 1.98 | | 3-Month | 8.20 | 7.37 | 0.83 | 4.58 | 3.62 | | 1-Year | 34.89 | 38.36 | -3.47 | 37.72 | -2.83 | | 3-Year | -4.73 | -4.57 | -0.16 | -5.52 | 0.79 | | 5-Year | 3.40 | 3.09 | 0.31 | 4.13 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.07 | 51.30 | 0.77 | 59.35 | -7.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.04 | -13.15 | -0.89 | -14.95 | 0.91 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEMWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.52 | -41.91 | 2.39 | | 2007 | | | 8.50 | 11.28 | -2.78 | | 2006 | | | 20.89 | 19.72 | 1.17 | | 2005 | | | 11.67 | 11.61 | 0.06 | | 2004 | | | 15.63 | 15.27 | 0.36 | | 2003 | | | 33.38 | 34.49 | -1.11 | | 2002 | | | -12.15 | -19.36 | 7.21 | | 2001 | | | -8.10 | -17.51 | 9.41 | | 2000 | | | -3.99 | -9.14 | 5.15 | | 1999 | | | 28.12 | 41.13 | -13.01 |
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| PAST QUARTERLY RETURNS (%) FOR
TEMWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.69 | 18.47 | 18.55 | N/A | | 2008 | -11.97 | -1.99 | -13.19 | -19.25 | | 2007 | 0.72 | 7.06 | 1.38 | -0.75 | | 2006 | 5.47 | 0.27 | 5.33 | 8.53 | | 2005 | 0.00 | 1.13 | 8.64 | 1.64 | | 2004 | 4.15 | -1.20 | -0.98 | 13.48 | | 2003 | -8.77 | 19.81 | 7.59 | 13.41 | | 2002 | 3.30 | -3.00 | -18.07 | 7.01 | | 2001 | -8.68 | 2.59 | -13.54 | 13.45 | | 2000 | -1.34 | -1.95 | 0.55 | -1.30 | | 1999 | N/A | N/A | N/A | 15.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 360 | 751 | 47.94 | | 1-Month | 298 | 830 | 35.90 | | 3-Month | 229 | 820 | 27.93 | | 6-Month | 256 | 776 | 32.99 | | 1-Year | 355 | 729 | 48.70 | | 3-Year | 226 | 528 | 42.80 | | 5-Year | 169 | 430 | 39.30 |
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