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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.09% | | 5-Year Average Return: | -0.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 26.32% | |
Worst 1-Yr Total Return (2008): | -42.04% | |
Best 3-Yr Total Return (2005-7): | 11.60% | |
Worst 3-Yr Total Return (2006-8): | -11.33% |
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| 1-Year: | -14.77% | | 3-Year: | -4.40% | | 5-Year: | 0.93% | | 10-Year: | 0.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEQBX | Category | Diff | Index* | Diff | | Year To Date | 15.09 | 24.15 | -9.06 | 17.05 | -1.96 | | 1-Month | -2.58 | -2.25 | -0.33 | -1.86 | -0.72 | | 3-Month | 4.41 | 4.52 | -0.11 | 5.48 | -1.07 | | 1-Year | 4.96 | 15.35 | -10.39 | 9.80 | -4.84 | | 3-Year | -5.34 | -4.95 | -0.39 | -7.02 | 1.68 | | 5-Year | -0.12 | 0.99 | -1.11 | 0.33 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.83 | 42.81 | -5.98 | 45.76 | -8.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.74 | -17.14 | -9.6 | -18.25 | -8.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEQBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.04 | -40.67 | -1.37 | | 2007 | | | 26.32 | 13.35 | 12.97 | | 2006 | | | -4.79 | 7.05 | -11.84 | | 2005 | | | 15.58 | 6.71 | 8.87 | | 2004 | | | 16.15 | 7.81 | 8.34 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TEQBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.90 | 11.74 | 14.79 | N/A | | 2008 | -11.11 | 5.53 | -18.65 | -24.05 | | 2007 | 1.75 | 8.43 | 12.63 | 1.64 | | 2006 | 3.07 | -7.88 | -3.71 | 4.15 | | 2005 | 2.29 | 0.34 | 6.76 | 5.48 | | 2004 | 4.50 | 3.95 | -3.77 | 11.11 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1567 | 1802 | 86.96 | | 1-Month | 1379 | 1890 | 72.96 | | 3-Month | 282 | 1884 | 14.97 | | 6-Month | 1443 | 1827 | 78.98 | | 1-Year | 1375 | 1797 | 76.52 | | 3-Year | 631 | 1518 | 41.57 | | 5-Year | 680 | 1251 | 54.36 |
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1.39% Nasdaq 
Performance
