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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.72% | | 5-Year Average Return: | -1.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 12.85% | |
Worst 1-Yr Total Return (2008): | -41.75% | |
Best 3-Yr Total Return (2005-7): | 8.20% | |
Worst 3-Yr Total Return (2006-8): | -13.20% |
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| 1-Year: | -16.69% | | 3-Year: | -8.67% | | 5-Year: | -0.90% | | 10-Year: | 3.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TMCAX | Category | Diff | Index* | Diff | | Year To Date | 19.72 | 25.80 | -6.08 | 17.05 | 2.67 | | 1-Month | -3.04 | -4.37 | 1.33 | -1.86 | -1.18 | | 3-Month | 2.62 | 4.09 | -1.47 | 5.48 | -2.86 | | 1-Year | 8.79 | 16.23 | -7.44 | 9.80 | -1.01 | | 3-Year | -8.15 | -5.36 | -2.79 | -7.02 | -1.13 | | 5-Year | -1.14 | 1.68 | -2.82 | 0.33 | -1.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.14 | 47.87 | -11.73 | 45.76 | -9.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.67 | -19.87 | -4.8 | -18.25 | -6.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TMCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.75 | -43.77 | 2.02 | | 2007 | | | 12.24 | 15.09 | -2.85 | | 2006 | | | 0.02 | 9.00 | -8.98 | | 2005 | | | 12.85 | 9.84 | 3.01 | | 2004 | | | 6.32 | 13.23 | -6.91 | | 2003 | | | 32.21 | 35.96 | -3.75 | | 2002 | | | -17.72 | -27.24 | 9.52 | | 2001 | | | 0.77 | -19.98 | 20.75 | | 2000 | | | 15.13 | -4.78 | 19.91 | | 1999 | | | 10.68 | 60.49 | -49.81 |
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| PAST QUARTERLY RETURNS (%) FOR
TMCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.64 | 11.84 | 13.39 | N/A | | 2008 | -11.43 | -0.18 | -7.96 | -28.41 | | 2007 | 4.86 | 5.42 | 3.50 | -1.89 | | 2006 | 8.81 | -6.48 | -1.81 | 0.10 | | 2005 | -2.31 | 4.54 | 1.74 | 8.61 | | 2004 | 2.89 | 1.52 | -8.54 | 11.28 | | 2003 | -3.82 | 17.48 | 3.96 | 12.55 | | 2002 | 4.98 | -9.58 | -17.34 | 4.85 | | 2001 | -10.71 | 13.65 | -15.81 | 17.95 | | 2000 | 12.62 | -3.42 | 12.00 | -5.50 | | 1999 | N/A | N/A | N/A | 17.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 652 | 848 | 76.89 | | 1-Month | 459 | 901 | 50.94 | | 3-Month | 619 | 898 | 68.93 | | 6-Month | 798 | 868 | 91.94 | | 1-Year | 582 | 847 | 68.71 | | 3-Year | 492 | 749 | 65.69 | | 5-Year | 448 | 636 | 70.44 |
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0.22% Nasdaq 0.00%
Performance
