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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.06% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.66% | |
Worst 1-Yr Total Return (2008): | -41.24% | |
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 | TIRTX | Category | Diff | Index* | Diff | | Year To Date | 22.06 | 24.15 | -2.09 | 17.05 | 5.01 | | 1-Month | -2.24 | -2.25 | 0.01 | -1.86 | -0.38 | | 3-Month | 4.01 | 4.52 | -0.51 | 5.48 | -1.47 | | 1-Year | 14.08 | 15.35 | -1.27 | 9.80 | 4.28 | | 3-Year | -3.63 | -4.95 | 1.32 | -7.02 | 3.39 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.03 | 42.81 | -1.78 | 45.76 | -4.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.64 | -17.14 | -2.5 | -18.25 | -1.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIRTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.24 | -40.67 | -0.57 | | 2007 | | | 21.66 | 13.35 | 8.31 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.38 | 13.70 | 13.65 | N/A | | 2008 | -11.92 | 2.14 | -14.87 | -23.28 | | 2007 | 1.78 | 6.98 | 8.88 | 2.63 | | 2006 | N/A | -6.20 | 3.09 | 5.35 | | 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 | 1045 | 1802 | 57.99 | | 1-Month | 1058 | 1890 | 55.98 | | 3-Month | 979 | 1884 | 51.96 | | 6-Month | 1443 | 1827 | 78.98 | | 1-Year | 827 | 1797 | 46.02 | | 3-Year | 381 | 1518 | 25.10 | | 5-Year | | 1251 | N/A |
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