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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.00% | | 5-Year Average Return: | -0.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 29.72% | |
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: | 22.26% | | 3-Year: | -7.19% | | 5-Year: | -2.03% | | 10-Year: | 1.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TMCAX | Category | Diff | Index* | Diff | | Year To Date | -3.00 | -4.57 | 1.57 | -3.60 | 0.6 | | 1-Month | -3.00 | -4.57 | 1.57 | -3.60 | 0.6 | | 3-Month | 5.10 | 5.39 | -0.29 | 4.16 | 0.94 | | 1-Year | 31.11 | 39.73 | -8.62 | 33.14 | -2.03 | | 3-Year | -6.98 | -5.54 | -1.44 | -7.24 | 0.26 | | 5-Year | -0.75 | 1.43 | -2.18 | 0.18 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.14 | 49.32 | -13.18 | 45.76 | -9.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.67 | -20.58 | -4.09 | -18.25 | -6.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TMCAX | Category | Diff | | 2009 | | | 29.72 | 39.11 | -9.39 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
TMCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.64 | 11.84 | 13.39 | 5.06 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 42 | 857 | 4.90 | | 1-Month | 25 | 857 | 2.92 | | 3-Month | 170 | 851 | 19.98 | | 6-Month | 650 | 845 | 76.92 | | 1-Year | 563 | 804 | 70.02 | | 3-Year | 407 | 719 | 56.61 | | 5-Year | 416 | 622 | 66.88 |
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