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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.96% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.25% | |
Worst 1-Yr Total Return (2008): | -36.22% | |
Best 3-Yr Total Return (2004-6): | 8.59% | |
Worst 3-Yr Total Return (2006-8): | -8.36% |
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| 1-Year: | -11.34% | | 3-Year: | -6.36% | | 5-Year: | 0.23% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TENCX | Category | Diff | Index* | Diff | | Year To Date | 20.96 | 25.10 | -4.14 | 24.07 | -3.11 | | 1-Month | 4.53 | 5.28 | -0.75 | 6.00 | -1.47 | | 3-Month | 6.60 | 7.01 | -0.41 | 7.91 | -1.31 | | 1-Year | 22.74 | 28.01 | -5.27 | 25.39 | -2.65 | | 3-Year | -6.56 | -5.87 | -0.69 | -5.79 | -0.77 | | 5-Year | -0.09 | 0.64 | -0.73 | 0.71 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.94 | 46.08 | -5.14 | 45.76 | -4.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.31 | -17.41 | -1.9 | -18.25 | -1.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TENCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.22 | -37.79 | 1.57 | | 2007 | | | 3.80 | 6.16 | -2.36 | | 2006 | | | 16.25 | 14.17 | 2.08 | | 2005 | | | 2.52 | 5.88 | -3.36 | | 2004 | | | 7.44 | 10.02 | -2.58 | | 2003 | | | 30.08 | 27.05 | 3.03 | | 2002 | | | -21.86 | -22.25 | 0.39 | | 2001 | | | -9.73 | -13.50 | 3.77 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TENCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.93 | 15.80 | 12.92 | N/A | | 2008 | -10.91 | -0.97 | -5.89 | -23.18 | | 2007 | -1.91 | 6.20 | 2.59 | -2.86 | | 2006 | 4.53 | -1.54 | 6.09 | 6.48 | | 2005 | -2.48 | -0.02 | 2.64 | 2.44 | | 2004 | 0.20 | 2.32 | -4.80 | 10.08 | | 2003 | -3.70 | 18.60 | 1.57 | 12.14 | | 2002 | 2.24 | -13.13 | -19.90 | 9.84 | | 2001 | -10.50 | 1.69 | -12.60 | 13.49 | | 2000 | N/A | N/A | 0.30 | -0.70 | | 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 | 1515 | 2021 | 74.96 | | 1-Month | 1859 | 2113 | 87.98 | | 3-Month | 543 | 2091 | 25.97 | | 6-Month | 1609 | 2064 | 77.96 | | 1-Year | 1317 | 2011 | 65.49 | | 3-Year | 980 | 1707 | 57.41 | | 5-Year | 849 | 1360 | 62.43 |
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