|
| Morningstar Return Rating: | Average | | Year to Date Return: | 49.22% | | 5-Year Average Return: | 5.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.40% | |
Worst 1-Yr Total Return (2008): | -25.12% | |
Best 3-Yr Total Return (2004-6): | 6.65% | |
Worst 3-Yr Total Return (2006-8): | -6.30% |
|
| 1-Year: | 10.55% | | 3-Year: | 3.38% | | 5-Year: | 4.09% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | THYAX | Category | Diff | Index* | Diff | | Year To Date | 49.22 | 42.53 | 6.69 | 7.61 | 41.61 | | 1-Month | 0.86 | 1.09 | -0.23 | 1.29 | -0.43 | | 3-Month | 6.87 | 7.76 | -0.89 | 2.86 | 4.01 | | 1-Year | 53.90 | 48.90 | 5 | 11.63 | 42.27 | | 3-Year | 4.95 | 2.47 | 2.48 | 6.40 | -1.45 | | 5-Year | 5.06 | 4.02 | 1.04 | 5.49 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.34 | 35.54 | 3.8 | 7.06 | 32.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.85 | 0.71 | 4.14 | 7.94 | -3.09 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.12 | -26.41 | 1.29 | | 2007 | | | 2.30 | 1.47 | 0.83 | | 2006 | | | 7.38 | 10.14 | -2.76 | | 2005 | | | 3.27 | 2.59 | 0.68 | | 2004 | | | 9.40 | 9.99 | -0.59 | | 2003 | | | 19.54 | 24.36 | -4.82 | | 2002 | | | 3.87 | -1.52 | 5.39 | | 2001 | | | 5.17 | 2.39 | 2.78 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
THYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.13 | 22.23 | 11.35 | N/A | | 2008 | -2.07 | 2.40 | -6.18 | -20.40 | | 2007 | 2.29 | -0.33 | 0.77 | -0.43 | | 2006 | 1.83 | -1.45 | 3.03 | 3.84 | | 2005 | -1.69 | 2.73 | 1.08 | 1.16 | | 2004 | 2.00 | -0.94 | 4.52 | 3.58 | | 2003 | 3.87 | 8.49 | 1.59 | 4.41 | | 2002 | 2.73 | -1.12 | -3.76 | 6.26 | | 2001 | 4.31 | -1.15 | -2.68 | 4.81 | | 2000 | N/A | N/A | 2.74 | -1.66 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 135 | 543 | 24.86 | | 1-Month | 505 | 574 | 87.98 | | 3-Month | 439 | 571 | 76.88 | | 6-Month | 329 | 559 | 58.86 | | 1-Year | 160 | 543 | 29.47 | | 3-Year | 65 | 467 | 13.92 | | 5-Year | 82 | 403 | 20.35 |
|
|
|
|
|