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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.91% | | 5-Year Average Return: | 8.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.31% | |
Worst 1-Yr Total Return (2008): | -34.63% | |
Best 3-Yr Total Return (2005-7): | 16.93% | |
Worst 3-Yr Total Return (2006-8): | -1.31% |
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| 1-Year: | 5.91% | | 3-Year: | 1.55% | | 5-Year: | 7.70% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TIBAX | Category | Diff | Index* | Diff | | Year To Date | 30.91 | 19.81 | 11.1 | N/A | N/A | | 1-Month | 0.17 | -1.18 | 1.35 | N/A | N/A | | 3-Month | 8.75 | 5.08 | 3.67 | N/A | N/A | | 1-Year | 31.17 | 19.31 | 11.86 | N/A | N/A | | 3-Year | 2.38 | -0.31 | 2.69 | N/A | N/A | | 5-Year | 8.44 | 5.57 | 2.87 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.65 | 33.14 | 15.51 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.78 | -3.45 | 0.67 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.63 | -28.98 | -5.65 | | 2007 | | | 18.27 | 11.39 | 6.88 | | 2006 | | | 24.31 | 16.61 | 7.70 | | 2005 | | | 8.75 | 6.56 | 2.19 | | 2004 | | | 16.89 | 15.24 | 1.65 | | 2003 | | | 32.02 | 25.32 | 6.70 | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.27 | 23.39 | 15.47 | N/A | | 2008 | -8.59 | -4.72 | -11.55 | -15.14 | | 2007 | 3.53 | 7.54 | 5.46 | 0.71 | | 2006 | 9.26 | 0.34 | 4.49 | 8.53 | | 2005 | 1.29 | 1.97 | 3.90 | 1.32 | | 2004 | 3.49 | -0.25 | 1.96 | 11.06 | | 2003 | -0.84 | 16.35 | 2.51 | 11.62 | | 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 | 35 | 272 | 12.87 | | 1-Month | 54 | 322 | 16.77 | | 3-Month | 83 | 322 | 25.78 | | 6-Month | 11 | 283 | 3.89 | | 1-Year | 18 | 244 | 7.38 | | 3-Year | 31 | 136 | 22.79 | | 5-Year | 15 | 93 | 16.13 |
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