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| Morningstar Return Rating: | High | | Year to Date Return: | 24.41% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.87% | |
Worst 1-Yr Total Return (2008): | -35.16% | |
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 | TIIRX | Category | Diff | Index* | Diff | | Year To Date | 24.41 | 25.10 | -0.69 | 24.07 | 0.34 | | 1-Month | 5.46 | 5.28 | 0.18 | 6.00 | -0.54 | | 3-Month | 6.23 | 7.01 | -0.78 | 7.91 | -1.68 | | 1-Year | 25.96 | 28.01 | -2.05 | 25.39 | 0.57 | | 3-Year | -0.73 | -5.87 | 5.14 | -5.79 | 5.06 | | 5-Year | 4.35 | 0.64 | 3.71 | 0.71 | 3.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.38 | 46.08 | -3.7 | 45.76 | -3.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.40 | -17.41 | 3.01 | -18.25 | 3.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.16 | -37.79 | 2.63 | | 2007 | | | 18.87 | 6.16 | 12.71 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.85 | 14.10 | 15.87 | N/A | | 2008 | -9.51 | -1.24 | -9.22 | -20.08 | | 2007 | 2.39 | 8.39 | 5.69 | 1.34 | | 2006 | N/A | -2.03 | 5.36 | 7.99 | | 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 | 1010 | 2021 | 49.98 | | 1-Month | 1479 | 2113 | 70.00 | | 3-Month | 1651 | 2091 | 78.96 | | 6-Month | 1238 | 2064 | 59.98 | | 1-Year | 902 | 2011 | 44.85 | | 3-Year | 41 | 1707 | 2.40 | | 5-Year | | 1360 | N/A |
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0.02% Nasdaq 0.00%
Performance
