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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.11% | | 5-Year Average Return: | 4.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.66% | |
Worst 1-Yr Total Return (2008): | -6.41% | |
Best 3-Yr Total Return (2005-7): | 4.15% | |
Worst 3-Yr Total Return (2006-8): | 1.19% |
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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 | TIUSX | Category | Diff | Index* | Diff | | Year To Date | 19.11 | 13.54 | 5.57 | 6.24 | 12.87 | | 1-Month | 1.72 | 0.89 | 0.83 | 0.49 | 1.23 | | 3-Month | 6.33 | 4.14 | 2.19 | 2.60 | 3.73 | | 1-Year | 21.01 | 17.86 | 3.15 | 13.79 | 7.22 | | 3-Year | 5.95 | 4.54 | 1.41 | 6.35 | -0.4 | | 5-Year | 4.80 | 3.85 | 0.95 | 5.05 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.18 | 13.81 | 3.37 | 7.06 | 10.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.77 | 6.49 | 2.28 | 7.94 | 0.83 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TIUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.41 | -4.70 | -1.71 | | 2007 | | | 5.66 | 4.70 | 0.96 | | 2006 | | | 4.77 | 4.15 | 0.62 | | 2005 | | | 2.04 | 1.80 | 0.24 | | 2004 | | | 4.05 | 3.91 | 0.14 | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TIUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.53 | 7.57 | 8.29 | N/A | | 2008 | 0.93 | -1.57 | -2.50 | -3.38 | | 2007 | 1.47 | -0.70 | 2.31 | 2.49 | | 2006 | -0.47 | -0.24 | 3.75 | 1.71 | | 2005 | -0.27 | 2.46 | -0.59 | 0.46 | | 2004 | 2.43 | -2.45 | 2.94 | 1.16 | | 2003 | N/A | N/A | N/A | 0.70 | | 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 | 157 | 1122 | 13.99 | | 1-Month | 46 | 1164 | 3.95 | | 3-Month | 57 | 1154 | 4.94 | | 6-Month | 169 | 1133 | 14.92 | | 1-Year | 202 | 1113 | 18.15 | | 3-Year | 250 | 957 | 26.12 | | 5-Year | 199 | 845 | 23.55 |
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0.22% Nasdaq 
0.03 (0.31%) 
Performance
