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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.90% | | 5-Year Average Return: | 4.07% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.86% | |
Worst 1-Yr Total Return (2008): | -49.65% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | TIERX | Category | Diff | Index* | Diff | | Year To Date | 21.90 | 24.47 | -2.57 | 27.36 | -5.46 | | 1-Month | -3.16 | -2.54 | -0.62 | -1.25 | -1.91 | | 3-Month | 5.96 | 5.67 | 0.29 | 8.10 | -2.14 | | 1-Year | 22.89 | 25.04 | -2.15 | 27.71 | -4.82 | | 3-Year | -7.75 | -5.94 | -1.81 | -5.22 | -2.53 | | 5-Year | 4.07 | 4.57 | -0.5 | 5.10 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.18 | 57.09 | 0.09 | 59.35 | -2.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.41 | -14.01 | -5.4 | -14.95 | -4.46 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.65 | -43.99 | -5.66 | | 2007 | | | 18.86 | 12.71 | 6.15 | | 2006 | | | N/A | 24.77 | N/A | | 2005 | | | N/A | 14.72 | N/A | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.49 | 25.13 | 19.04 | N/A | | 2008 | -12.43 | -6.74 | -19.74 | -23.18 | | 2007 | 7.17 | 6.89 | 2.45 | 1.28 | | 2006 | N/A | 1.50 | 4.73 | 11.06 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 463 | 827 | 55.99 | | 1-Month | 144 | 850 | 16.94 | | 3-Month | 101 | 847 | 11.92 | | 6-Month | 687 | 838 | 81.98 | | 1-Year | 342 | 803 | 42.59 | | 3-Year | 377 | 600 | 62.83 | | 5-Year | | 466 | N/A |
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