|
| Morningstar Return Rating: | Average | | Year to Date Return: | 33.13% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 22.73% | |
Worst 1-Yr Total Return (2008): | -50.74% | |
Best 3-Yr Total Return (2004-6): | 19.15% | |
Worst 3-Yr Total Return (2006-8): | -13.18% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | THIGX | Category | Diff | Index* | Diff | | Year To Date | 33.13 | 25.80 | 7.33 | 17.05 | 16.08 | | 1-Month | -4.99 | -4.37 | -0.62 | -1.86 | -3.13 | | 3-Month | 1.99 | 4.09 | -2.1 | 5.48 | -3.49 | | 1-Year | 25.85 | 16.23 | 9.62 | 9.80 | 16.05 | | 3-Year | -8.48 | -5.36 | -3.12 | -7.02 | -1.46 | | 5-Year | 3.78 | 1.68 | 2.1 | 0.33 | 3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.31 | 47.87 | 7.44 | 45.76 | 9.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.08 | -19.87 | 5.79 | -18.25 | 4.17 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.74 | -43.77 | -6.97 | | 2007 | | | 11.88 | 15.09 | -3.21 | | 2006 | | | 18.73 | 9.00 | 9.73 | | 2005 | | | 22.73 | 9.84 | 12.89 | | 2004 | | | 16.09 | 13.23 | 2.86 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
THIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.30 | 24.37 | 14.15 | N/A | | 2008 | -18.09 | -3.12 | -15.06 | -26.91 | | 2007 | 4.73 | 5.83 | 4.96 | -3.82 | | 2006 | 9.14 | -4.90 | 4.78 | 9.18 | | 2005 | -2.90 | 7.27 | 8.73 | 8.37 | | 2004 | 0.82 | -1.72 | 0.95 | 16.06 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 237 | 848 | 27.95 | | 1-Month | 774 | 901 | 85.90 | | 3-Month | 853 | 898 | 94.99 | | 6-Month | 529 | 868 | 60.94 | | 1-Year | 193 | 847 | 22.79 | | 3-Year | 532 | 749 | 71.03 | | 5-Year | 144 | 636 | 22.64 |
|
|
|
|
|