|
| Morningstar Return Rating: | Above average | | Year to Date Return: | -6.02% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 34.77% | |
Worst 1-Yr Total Return (2008): | -41.24% | |
Best 3-Yr Total Return (2007-9): | -1.24% | |
Worst 3-Yr Total Return (2007-9): | -1.24% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TIRTX | Category | Diff | Index* | Diff | | Year To Date | -6.02 | -4.87 | -1.15 | -3.60 | -2.42 | | 1-Month | -6.02 | -4.87 | -1.15 | -3.60 | -2.42 | | 3-Month | 3.76 | 3.82 | -0.06 | 4.16 | -0.4 | | 1-Year | 32.29 | 35.76 | -3.47 | 33.14 | -0.85 | | 3-Year | -3.76 | -5.20 | 1.44 | -7.24 | 3.48 | | 5-Year | N/A | 0.87 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.03 | 44.07 | -3.04 | 45.76 | -4.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.64 | -18.03 | -1.61 | -18.25 | -1.39 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIRTX | Category | Diff | | 2009 | | | 34.77 | 35.68 | -0.91 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
TIRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.38 | 13.70 | 13.65 | 7.94 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1674 | 1882 | 88.95 | | 1-Month | 1543 | 1882 | 81.99 | | 3-Month | 1008 | 1867 | 53.99 | | 6-Month | 1097 | 1860 | 58.98 | | 1-Year | 1069 | 1787 | 59.82 | | 3-Year | 386 | 1545 | 24.98 | | 5-Year | | 1265 | N/A |
|
|
|
|
|
1.52% Nasdaq 
Performance
