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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.24% | | 5-Year Average Return: | 8.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.70% | |
Worst 1-Yr Total Return (2008): | -34.42% | |
Best 3-Yr Total Return (2005-7): | 17.37% | |
Worst 3-Yr Total Return (2006-8): | -0.99% |
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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 | TIBIX | Category | Diff | Index* | Diff | | Year To Date | 31.24 | 19.81 | 11.43 | N/A | N/A | | 1-Month | 0.15 | -1.18 | 1.33 | N/A | N/A | | 3-Month | 8.76 | 5.08 | 3.68 | N/A | N/A | | 1-Year | 31.54 | 19.31 | 12.23 | N/A | N/A | | 3-Year | 2.72 | -0.31 | 3.03 | N/A | N/A | | 5-Year | 8.82 | 5.57 | 3.25 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.95 | 33.14 | 15.81 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.40 | -3.45 | 1.05 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.42 | -28.98 | -5.44 | | 2007 | | | 18.67 | 11.39 | 7.28 | | 2006 | | | 24.70 | 16.61 | 8.09 | | 2005 | | | 9.26 | 6.56 | 2.70 | | 2004 | | | 17.60 | 15.24 | 2.36 | | 2003 | | | N/A | 25.32 | N/A | | 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
TIBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.14 | 23.53 | 15.49 | N/A | | 2008 | -8.53 | -4.60 | -11.48 | -15.10 | | 2007 | 3.66 | 7.59 | 5.56 | 0.80 | | 2006 | 9.36 | 0.39 | 4.62 | 8.57 | | 2005 | 1.46 | 2.02 | 4.06 | 1.44 | | 2004 | 3.69 | -0.13 | 2.12 | 11.21 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 32 | 272 | 11.76 | | 1-Month | 51 | 322 | 15.84 | | 3-Month | 80 | 322 | 24.84 | | 6-Month | 11 | 283 | 3.89 | | 1-Year | 15 | 244 | 6.15 | | 3-Year | 25 | 136 | 18.38 | | 5-Year | 12 | 93 | 12.90 |
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0.22% Nasdaq 
Performance
