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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.59% | | 5-Year Average Return: | -2.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 33.17% | |
Worst 1-Yr Total Return (2008): | -38.58% | |
Best 3-Yr Total Return (2004-6): | 23.85% | |
Worst 3-Yr Total Return (2006-8): | -12.04% |
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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 | TIREX | Category | Diff | Index* | Diff | | Year To Date | 8.59 | 15.25 | -6.66 | 17.05 | -8.46 | | 1-Month | -4.70 | -4.31 | -0.39 | -1.86 | -2.84 | | 3-Month | 14.68 | 15.19 | -0.51 | 5.48 | 9.2 | | 1-Year | -3.80 | 2.82 | -6.62 | 9.80 | -13.6 | | 3-Year | -16.84 | -16.35 | -0.49 | -7.02 | -9.82 | | 5-Year | -2.09 | -1.54 | -0.55 | 0.33 | -2.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.35 | 77.87 | -2.52 | 45.76 | 29.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.93 | -29.96 | -3.97 | -18.25 | -15.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIREX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.58 | -39.55 | 0.97 | | 2007 | | | -16.74 | -14.66 | -2.08 | | 2006 | | | 33.07 | 33.58 | -0.51 | | 2005 | | | 7.19 | 11.51 | -4.32 | | 2004 | | | 33.17 | 32.02 | 1.15 | | 2003 | | | 42.75 | 36.80 | 5.95 | | 2002 | | | N/A | 4.54 | N/A | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIREX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -32.65 | 28.31 | 31.84 | N/A | | 2008 | 0.88 | -5.44 | 3.10 | -37.54 | | 2007 | 3.41 | -9.10 | 0.74 | -12.08 | | 2006 | 12.58 | -0.94 | 8.39 | 10.10 | | 2005 | -6.81 | 13.76 | -1.11 | 2.24 | | 2004 | 11.89 | -6.12 | 8.16 | 17.20 | | 2003 | 2.71 | 15.14 | 8.60 | 11.15 | | 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 | 233 | 272 | 85.66 | | 1-Month | 172 | 287 | 59.93 | | 3-Month | 166 | 278 | 59.71 | | 6-Month | 209 | 275 | 76.00 | | 1-Year | 192 | 268 | 71.64 | | 3-Year | 129 | 232 | 55.60 | | 5-Year | 120 | 204 | 58.82 |
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