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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.28% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.06% | |
Worst 1-Yr Total Return (2008): | 2.32% | |
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 | TISRX | Category | Diff | Index* | Diff | | Year To Date | 5.28 | 9.09 | -3.81 | 6.24 | -0.96 | | 1-Month | 0.47 | 0.68 | -0.21 | 0.49 | -0.02 | | 3-Month | 2.42 | 2.53 | -0.11 | 2.60 | -0.18 | | 1-Year | 7.83 | 9.59 | -1.76 | 13.79 | -5.96 | | 3-Year | 4.39 | 3.61 | 0.78 | 6.35 | -1.96 | | 5-Year | N/A | 3.21 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.03 | 7.68 | -2.65 | 7.06 | -2.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.12 | 4.17 | 0.95 | 7.94 | -2.82 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TISRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.32 | -4.23 | 6.55 | | 2007 | | | 5.06 | 4.29 | 0.77 | | 2006 | | | N/A | 4.05 | N/A | | 2005 | | | N/A | 1.45 | N/A | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TISRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.06 | 1.51 | 3.17 | N/A | | 2008 | 1.68 | -0.66 | -0.86 | 2.18 | | 2007 | 1.43 | 0.15 | 1.97 | 1.42 | | 2006 | N/A | 0.38 | 2.36 | 1.01 | | 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 | 322 | 419 | 76.85 | | 1-Month | 226 | 435 | 51.95 | | 3-Month | 190 | 434 | 43.78 | | 6-Month | 268 | 420 | 63.81 | | 1-Year | 249 | 419 | 59.43 | | 3-Year | 124 | 360 | 34.44 | | 5-Year | | 305 | N/A |
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