|
| Morningstar Return Rating: | Average | | Year to Date Return: | 8.24% | | 5-Year Average Return: | 4.94% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.28% | |
Worst 1-Yr Total Return (2005): | 2.37% | |
Best 3-Yr Total Return (2006-8): | 4.43% | |
Worst 3-Yr Total Return (2004-6): | 3.59% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TIBDX | Category | Diff | Index* | Diff | | Year To Date | 8.24 | 14.86 | -6.62 | 7.61 | 0.63 | | 1-Month | 1.26 | 1.13 | 0.13 | 1.29 | -0.03 | | 3-Month | 3.03 | 3.76 | -0.73 | 2.86 | 0.17 | | 1-Year | 11.23 | 18.84 | -7.61 | 11.63 | -0.4 | | 3-Year | 5.59 | 4.58 | 1.01 | 6.40 | -0.81 | | 5-Year | 4.94 | 4.20 | 0.74 | 5.49 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.30 | 13.91 | -6.61 | 7.06 | 0.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.12 | 6.57 | 0.55 | 7.94 | -0.82 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.93 | -4.70 | 7.63 | | 2007 | | | 6.28 | 4.70 | 1.58 | | 2006 | | | 4.11 | 4.15 | -0.04 | | 2005 | | | 2.37 | 1.80 | 0.57 | | 2004 | | | 4.29 | 3.91 | 0.38 | | 2003 | | | 4.32 | 5.10 | -0.78 | | 2002 | | | 10.65 | 8.04 | 2.61 | | 2001 | | | 8.20 | 7.64 | 0.56 | | 2000 | | | 11.71 | 9.44 | 2.27 | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
TIBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.16 | 1.85 | 4.14 | N/A | | 2008 | 1.77 | -1.20 | -1.13 | 3.55 | | 2007 | 1.40 | -0.48 | 2.59 | 2.67 | | 2006 | -0.70 | -0.14 | 3.77 | 1.17 | | 2005 | -0.50 | 3.06 | -0.71 | 0.54 | | 2004 | 2.62 | -2.31 | 3.07 | 0.93 | | 2003 | 1.65 | 2.77 | -0.27 | 0.13 | | 2002 | 0.04 | 3.71 | 4.98 | 1.59 | | 2001 | 2.76 | 0.64 | 5.02 | -0.37 | | 2000 | 2.18 | 1.68 | 3.14 | 4.24 | | 1999 | N/A | N/A | N/A | -0.08 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 979 | 1126 | 86.94 | | 1-Month | 946 | 1168 | 80.99 | | 3-Month | 926 | 1158 | 79.97 | | 6-Month | 900 | 1140 | 78.95 | | 1-Year | 841 | 1120 | 75.09 | | 3-Year | 396 | 970 | 40.82 | | 5-Year | 309 | 854 | 36.18 |
|
|
|
|
|
0.51% Nasdaq 
0.03 (0.29%) 
Performance
