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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.59% | | 5-Year Average Return: | 4.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.88% | |
Worst 1-Yr Total Return (2008): | -25.12% | |
Best 3-Yr Total Return (2004-6): | 7.68% | |
Worst 3-Yr Total Return (2006-8): | -6.21% |
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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 | THYIX | Category | Diff | Index* | Diff | | Year To Date | 41.59 | 40.95 | 0.64 | 6.24 | 35.35 | | 1-Month | 1.08 | 1.53 | -0.45 | 0.49 | 0.59 | | 3-Month | 6.87 | 8.19 | -1.32 | 2.60 | 4.27 | | 1-Year | 38.16 | 35.58 | 2.58 | 13.79 | 24.37 | | 3-Year | 3.00 | 2.61 | 0.39 | 6.35 | -3.35 | | 5-Year | 4.34 | 4.05 | 0.29 | 5.05 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.94 | 34.85 | -0.91 | 7.06 | 26.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.98 | 0.91 | 2.07 | 7.94 | -4.96 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THYIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.12 | -26.41 | 1.29 | | 2007 | | | 0.86 | 1.47 | -0.61 | | 2006 | | | 9.23 | 10.14 | -0.91 | | 2005 | | | 3.08 | 2.59 | 0.49 | | 2004 | | | 10.88 | 9.99 | 0.89 | | 2003 | | | 18.87 | 24.36 | -5.49 | | 2002 | | | -2.24 | -1.52 | -0.72 | | 2001 | | | 4.77 | 2.39 | 2.38 | | 2000 | | | -1.89 | -7.12 | 5.23 | | 1999 | | | 5.50 | 5.05 | 0.45 |
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| PAST QUARTERLY RETURNS (%) FOR
THYIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.27 | 17.94 | 11.77 | N/A | | 2008 | -2.51 | 0.39 | -6.37 | -18.29 | | 2007 | 2.60 | 0.90 | -1.08 | -1.52 | | 2006 | 2.95 | -0.37 | 3.03 | 3.37 | | 2005 | -2.03 | 2.42 | 1.48 | 1.23 | | 2004 | 1.99 | -1.48 | 4.95 | 5.14 | | 2003 | 4.53 | 6.60 | 2.26 | 4.31 | | 2002 | -0.32 | -3.41 | -3.76 | 5.50 | | 2001 | 2.47 | -0.46 | -3.30 | 6.22 | | 2000 | 3.14 | -1.19 | 2.01 | -5.62 | | 1999 | N/A | N/A | N/A | 0.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 273 | 547 | 49.91 | | 1-Month | 450 | 577 | 77.99 | | 3-Month | 372 | 573 | 64.92 | | 6-Month | 398 | 553 | 71.97 | | 1-Year | 160 | 546 | 29.30 | | 3-Year | 193 | 471 | 40.98 | | 5-Year | 176 | 401 | 43.89 |
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