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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.55% | | 5-Year Average Return: | -0.03% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 26.24% | |
Worst 1-Yr Total Return (2008): | -42.02% | |
Best 3-Yr Total Return (2005-7): | 11.67% | |
Worst 3-Yr Total Return (2006-8): | -11.31% |
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| 1-Year: | -11.21% | | 3-Year: | -3.47% | | 5-Year: | 1.16% | | 10-Year: | 0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TEQCX | Category | Diff | Index* | Diff | | Year To Date | 22.55 | 31.20 | -8.65 | 24.07 | -1.52 | | 1-Month | 6.57 | 5.67 | 0.9 | 6.00 | 0.57 | | 3-Month | 11.33 | 8.18 | 3.15 | 7.91 | 3.42 | | 1-Year | 24.88 | 34.04 | -9.16 | 25.39 | -0.51 | | 3-Year | -3.65 | -3.89 | 0.24 | -5.79 | 2.14 | | 5-Year | -0.03 | 1.25 | -1.28 | 0.71 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.75 | 43.84 | -7.09 | 45.76 | -9.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.77 | -18.03 | -8.74 | -18.25 | -8.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TEQCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.02 | -40.67 | -1.35 | | 2007 | | | 26.24 | 13.35 | 12.89 | | 2006 | | | -4.69 | 7.05 | -11.74 | | 2005 | | | 15.73 | 6.71 | 9.02 | | 2004 | | | 16.20 | 7.81 | 8.39 | | 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
TEQCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.95 | 11.72 | 14.76 | N/A | | 2008 | -11.09 | 5.48 | -18.65 | -24.01 | | 2007 | 1.75 | 8.41 | 12.60 | 1.64 | | 2006 | 3.11 | -7.87 | -3.65 | 4.14 | | 2005 | 2.33 | 0.41 | 6.80 | 5.47 | | 2004 | 4.51 | 3.93 | -3.77 | 11.18 | | 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 | 1581 | 1818 | 86.96 | | 1-Month | 1086 | 1906 | 56.98 | | 3-Month | 647 | 1904 | 33.98 | | 6-Month | 1175 | 1866 | 62.97 | | 1-Year | 1244 | 1815 | 68.54 | | 3-Year | 625 | 1537 | 40.66 | | 5-Year | 714 | 1273 | 56.09 |
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