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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.76% | | 5-Year Average Return: | 3.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 3.95% | |
Worst 1-Yr Total Return (2008): | -1.19% | |
Best 3-Yr Total Return (2004-6): | 3.16% | |
Worst 3-Yr Total Return (2006-8): | 1.02% |
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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 | TIBPX | Category | Diff | Index* | Diff | | Year To Date | 11.76 | 16.41 | -4.65 | 7.61 | 4.15 | | 1-Month | 1.85 | 2.04 | -0.19 | 1.29 | 0.56 | | 3-Month | 3.12 | 5.59 | -2.47 | 2.86 | 0.26 | | 1-Year | 14.79 | 24.00 | -9.21 | 11.63 | 3.16 | | 3-Year | 4.02 | 6.78 | -2.76 | 6.40 | -2.38 | | 5-Year | 3.77 | 4.92 | -1.15 | 5.49 | -1.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.33 | 18.89 | -8.56 | 7.06 | 3.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.46 | 7.91 | -2.45 | 7.94 | -2.48 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIBPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.19 | -1.57 | 0.38 | | 2007 | | | 2.43 | 7.28 | -4.85 | | 2006 | | | 1.84 | 5.42 | -3.58 | | 2005 | | | 3.95 | -3.33 | 7.28 | | 2004 | | | 3.71 | 8.98 | -5.27 | | 2003 | | | 5.31 | 13.79 | -8.48 | | 2002 | | | 20.14 | 14.10 | 6.04 | | 2001 | | | -5.74 | 1.95 | -7.69 | | 2000 | | | -1.34 | 3.21 | -4.55 | | 1999 | | | -5.86 | -2.86 | -3.00 |
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| PAST QUARTERLY RETURNS (%) FOR
TIBPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.54 | 5.30 | 4.77 | N/A | | 2008 | 2.49 | -2.55 | -1.66 | 0.60 | | 2007 | 0.73 | -1.57 | 1.72 | 1.57 | | 2006 | -1.56 | 0.31 | 2.51 | 0.61 | | 2005 | 0.98 | 2.58 | 0.36 | 0.00 | | 2004 | 0.59 | -0.62 | 1.67 | 2.04 | | 2003 | 3.51 | 2.40 | -0.86 | 0.23 | | 2002 | -2.13 | 13.62 | 2.42 | 5.49 | | 2001 | -5.38 | -2.57 | 6.85 | -4.30 | | 2000 | -2.47 | -0.70 | -6.23 | 8.64 | | 1999 | N/A | N/A | N/A | -3.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 176 | 275 | 64.00 | | 1-Month | 3 | 300 | 1.00 | | 3-Month | 101 | 290 | 34.83 | | 6-Month | 228 | 286 | 79.72 | | 1-Year | 120 | 263 | 45.63 | | 3-Year | 141 | 189 | 74.60 | | 5-Year | 108 | 163 | 66.26 |
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0.51% Nasdaq 
Performance
