|
| Morningstar Return Rating: | Average | | Year to Date Return: | 26.59% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.81% | |
Worst 1-Yr Total Return (2008): | -43.47% | |
Best 3-Yr Total Return (2004-6): | 15.51% | |
Worst 3-Yr Total Return (2006-8): | -11.06% |
|
| 1-Year: | -7.85% | | 3-Year: | -9.47% | | 5-Year: | 0.26% | | 10-Year: | 3.93% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEPLX | Category | Diff | Index* | Diff | | Year To Date | 26.59 | 31.75 | -5.16 | 29.91 | -3.32 | | 1-Month | 4.03 | 4.47 | -0.44 | 2.00 | 2.03 | | 3-Month | 6.24 | 7.37 | -1.13 | 4.58 | 1.66 | | 1-Year | 33.11 | 38.36 | -5.25 | 37.72 | -4.61 | | 3-Year | -9.23 | -4.57 | -4.66 | -5.52 | -3.71 | | 5-Year | -0.09 | 3.09 | -3.18 | 4.13 | -4.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.08 | 51.30 | 4.78 | 59.35 | -3.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.20 | -13.15 | -5.05 | -14.95 | -3.25 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.47 | -41.91 | -1.56 | | 2007 | | | 2.19 | 11.28 | -9.09 | | 2006 | | | 21.81 | 19.72 | 2.09 | | 2005 | | | 8.15 | 11.61 | -3.46 | | 2004 | | | 17.00 | 15.27 | 1.73 | | 2003 | | | 32.85 | 34.49 | -1.64 | | 2002 | | | -9.48 | -19.36 | 9.88 | | 2001 | | | 0.54 | -17.51 | 18.05 | | 2000 | | | 1.74 | -9.14 | 10.88 | | 1999 | | | 30.44 | 41.13 | -10.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
TEPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.87 | 20.40 | 19.94 | N/A | | 2008 | -11.80 | -4.00 | -14.08 | -22.29 | | 2007 | 0.70 | 6.15 | -1.79 | -2.67 | | 2006 | 5.54 | 0.83 | 5.69 | 8.31 | | 2005 | 0.31 | -0.35 | 6.21 | 1.87 | | 2004 | 3.05 | 1.46 | -0.32 | 12.27 | | 2003 | -7.47 | 20.22 | 4.97 | 13.78 | | 2002 | 3.50 | -1.56 | -16.96 | 6.99 | | 2001 | -4.68 | 4.16 | -9.26 | 11.58 | | 2000 | -3.51 | 1.04 | -1.95 | 6.43 | | 1999 | N/A | N/A | N/A | 13.21 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 480 | 751 | 63.91 | | 1-Month | 265 | 830 | 31.93 | | 3-Month | 516 | 820 | 62.93 | | 6-Month | 263 | 776 | 33.89 | | 1-Year | 417 | 729 | 57.20 | | 3-Year | 379 | 528 | 71.78 | | 5-Year | 302 | 430 | 70.23 |
|
|
|
|
|