|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.16% | | 5-Year Average Return: | 2.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.43% | |
Worst 1-Yr Total Return (2008): | -30.44% | |
Best 3-Yr Total Return (2005-7): | 12.35% | |
Worst 3-Yr Total Return (2006-8): | -4.36% |
|
| 1-Year: | -20.61% | | 3-Year: | -4.46% | | 5-Year: | 1.39% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | THBCX | Category | Diff | Index* | Diff | | Year To Date | 1.16 | 10.05 | -8.89 | 17.05 | -15.89 | | 1-Month | -4.25 | -4.79 | 0.54 | -1.86 | -2.39 | | 3-Month | -2.17 | -0.29 | -1.88 | 5.48 | -7.65 | | 1-Year | -3.33 | 8.75 | -12.08 | 9.80 | -13.13 | | 3-Year | -4.11 | -2.62 | -1.49 | -7.02 | 2.91 | | 5-Year | 2.07 | 3.14 | -1.07 | 0.33 | 1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.38 | 29.31 | -12.93 | 45.76 | -29.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.61 | -11.79 | -10.82 | -18.25 | -4.36 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.44 | -23.43 | -7.01 | | 2007 | | | 25.43 | 9.27 | 16.16 | | 2006 | | | 0.27 | 4.27 | -4.00 | | 2005 | | | 12.75 | 9.64 | 3.11 | | 2004 | | | 12.52 | 9.84 | 2.68 | | 2003 | | | 38.09 | 32.51 | 5.58 | | 2002 | | | -19.98 | -28.13 | 8.15 | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
THBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.81 | 6.61 | 5.21 | N/A | | 2008 | -9.76 | -1.15 | -2.20 | -20.26 | | 2007 | 4.35 | 7.53 | 5.79 | 5.67 | | 2006 | -0.56 | -6.62 | 7.57 | 0.40 | | 2005 | -0.76 | 6.38 | 5.15 | 1.56 | | 2004 | 6.51 | 3.02 | -6.00 | 9.09 | | 2003 | 6.30 | 12.52 | 5.87 | 9.06 | | 2002 | -0.91 | -14.08 | -4.66 | -1.42 | | 2001 | N/A | 18.55 | -0.89 | 8.83 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 145 | 165 | 87.88 | | 1-Month | 121 | 171 | 70.76 | | 3-Month | 134 | 170 | 78.82 | | 6-Month | 145 | 165 | 87.88 | | 1-Year | 125 | 165 | 75.76 | | 3-Year | 89 | 151 | 58.94 | | 5-Year | 81 | 143 | 56.64 |
|
|
|
|
|