|
| Morningstar Return Rating: | Average | | Year to Date Return: | 20.89% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.40% | |
Worst 1-Yr Total Return (2008): | -36.14% | |
Best 3-Yr Total Return (2004-6): | 11.18% | |
Worst 3-Yr Total Return (2006-8): | -8.74% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TISCX | Category | Diff | Index* | Diff | | Year To Date | 20.89 | 18.65 | 2.24 | 17.05 | 3.84 | | 1-Month | -2.02 | -2.18 | 0.16 | -1.86 | -0.16 | | 3-Month | 5.81 | 5.08 | 0.73 | 5.48 | 0.33 | | 1-Year | 12.35 | 11.86 | 0.49 | 9.80 | 2.55 | | 3-Year | -6.23 | -6.78 | 0.55 | -7.02 | 0.79 | | 5-Year | 1.29 | 0.49 | 0.8 | 0.33 | 0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.92 | 45.26 | 4.66 | 45.76 | 4.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.61 | -15.99 | -1.62 | -18.25 | 0.64 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TISCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.14 | -37.79 | 1.65 | | 2007 | | | 4.03 | 6.16 | -2.13 | | 2006 | | | 14.40 | 14.17 | 0.23 | | 2005 | | | 6.67 | 5.88 | 0.79 | | 2004 | | | 12.62 | 10.02 | 2.60 | | 2003 | | | 30.22 | 27.05 | 3.17 | | 2002 | | | -20.72 | -22.25 | 1.53 | | 2001 | | | -12.54 | -13.50 | 0.96 | | 2000 | | | -6.64 | -6.31 | -0.33 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
TISCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.24 | 17.87 | 16.60 | N/A | | 2008 | -8.71 | -1.04 | -7.25 | -23.79 | | 2007 | 1.23 | 5.02 | 0.99 | -3.10 | | 2006 | 4.98 | -2.23 | 4.38 | 6.78 | | 2005 | -3.19 | 2.34 | 5.08 | 2.46 | | 2004 | 2.96 | 1.44 | -2.40 | 10.49 | | 2003 | -2.92 | 16.24 | 2.98 | 12.06 | | 2002 | 0.57 | -13.05 | -16.32 | 8.34 | | 2001 | -12.15 | 4.27 | -13.38 | 10.23 | | 2000 | 3.41 | -1.91 | -1.33 | -6.72 | | 1999 | N/A | N/A | N/A | 13.74 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 563 | 2013 | 27.97 | | 1-Month | 886 | 2110 | 41.99 | | 3-Month | 543 | 2090 | 25.98 | | 6-Month | 594 | 2049 | 28.99 | | 1-Year | 492 | 1999 | 24.61 | | 3-Year | 457 | 1694 | 26.98 | | 5-Year | 293 | 1352 | 21.67 |
|
|
|
|
|
1.00% Nasdaq 
Performance
