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| Morningstar Return Rating: | Average | | Year to Date Return: | 45.06% | | 5-Year Average Return: | 4.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.02% | |
Worst 1-Yr Total Return (2008): | -46.37% | |
Best 3-Yr Total Return (2004-6): | 15.32% | |
Worst 3-Yr Total Return (2006-8): | -9.46% |
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| 1-Year: | 9.12% | | 3-Year: | -0.17% | | 5-Year: | 6.36% | | 10-Year: | 5.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TFRBX | Category | Diff | Index* | Diff | | Year To Date | 45.06 | 28.50 | 16.56 | 29.91 | 15.15 | | 1-Month | 1.77 | 2.93 | -1.16 | 2.00 | -0.23 | | 3-Month | 4.64 | 4.52 | 0.12 | 4.58 | 0.06 | | 1-Year | 53.82 | 37.87 | 15.95 | 37.72 | 16.1 | | 3-Year | -2.31 | -5.94 | 3.63 | -5.52 | 3.21 | | 5-Year | 4.11 | 3.48 | 0.63 | 4.13 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.12 | 59.57 | 18.55 | 59.35 | 18.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.68 | -11.44 | 2.76 | -14.95 | 6.27 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TFRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.37 | -42.41 | -3.96 | | 2007 | | | 16.29 | 9.01 | 7.28 | | 2006 | | | 19.02 | 25.98 | -6.96 | | 2005 | | | 9.88 | 13.19 | -3.31 | | 2004 | | | 17.26 | 21.99 | -4.73 | | 2003 | | | 29.46 | 39.07 | -9.61 | | 2002 | | | -9.31 | -12.37 | 3.06 | | 2001 | | | -8.54 | -15.98 | 7.44 | | 2000 | | | -4.38 | -6.76 | 2.38 | | 1999 | | | 38.08 | 30.02 | 8.06 |
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| PAST QUARTERLY RETURNS (%) FOR
TFRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.28 | 28.07 | 25.83 | N/A | | 2008 | -12.48 | -3.17 | -16.55 | -24.17 | | 2007 | 1.79 | 7.17 | 4.30 | 2.21 | | 2006 | 6.24 | -0.53 | 2.87 | 9.48 | | 2005 | -0.41 | -0.83 | 9.34 | 1.75 | | 2004 | 3.90 | -1.56 | 0.65 | 13.90 | | 2003 | -9.48 | 17.58 | 9.02 | 11.57 | | 2002 | 4.47 | -0.73 | -16.61 | 4.87 | | 2001 | -8.20 | 3.72 | -13.63 | 11.21 | | 2000 | -5.75 | 0.38 | -4.17 | 5.46 | | 1999 | N/A | N/A | N/A | 13.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 17 | 340 | 5.00 | | 1-Month | 208 | 354 | 58.76 | | 3-Month | 226 | 354 | 63.84 | | 6-Month | 21 | 352 | 5.97 | | 1-Year | 17 | 338 | 5.03 | | 3-Year | 15 | 265 | 5.66 | | 5-Year | 51 | 199 | 25.63 |
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