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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.94% | | 5-Year Average Return: | 4.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.98% | |
Worst 1-Yr Total Return (2008): | -3.53% | |
Best 3-Yr Total Return (2005-7): | 3.60% | |
Worst 3-Yr Total Return (2006-8): | 1.92% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | THIRX | Category | Diff | Index* | Diff | | Year To Date | 15.94 | 9.09 | 6.85 | 6.24 | 9.7 | | 1-Month | 0.93 | 0.68 | 0.25 | 0.49 | 0.44 | | 3-Month | 4.06 | 2.53 | 1.53 | 2.60 | 1.46 | | 1-Year | 19.24 | 9.59 | 9.65 | 13.79 | 5.45 | | 3-Year | 6.02 | 3.61 | 2.41 | 6.35 | -0.33 | | 5-Year | 4.42 | 3.21 | 1.21 | 5.05 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.41 | 7.68 | 5.73 | 7.06 | 6.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.48 | 4.17 | 4.31 | 7.94 | 0.54 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.53 | -4.23 | 0.70 | | 2007 | | | 5.98 | 4.29 | 1.69 | | 2006 | | | 3.55 | 4.05 | -0.50 | | 2005 | | | 1.31 | 1.45 | -0.14 | | 2004 | | | 2.49 | 1.63 | 0.86 | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
THIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.90 | 6.64 | 5.71 | N/A | | 2008 | 1.25 | -0.50 | -2.74 | -1.54 | | 2007 | 1.21 | -0.11 | 2.29 | 2.49 | | 2006 | 0.02 | 0.30 | 2.30 | 0.90 | | 2005 | -0.43 | 1.49 | -0.07 | 0.33 | | 2004 | 2.23 | -2.50 | 2.35 | 0.46 | | 2003 | N/A | N/A | N/A | 0.10 | | 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 | 25 | 419 | 5.97 | | 1-Month | 34 | 435 | 7.82 | | 3-Month | 39 | 434 | 8.99 | | 6-Month | 25 | 420 | 5.95 | | 1-Year | 12 | 419 | 2.86 | | 3-Year | 32 | 360 | 8.89 | | 5-Year | 29 | 305 | 9.51 |
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