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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.88% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.19% | |
Worst 1-Yr Total Return (2008): | -43.05% | |
Best 3-Yr Total Return (2004-6): | 16.12% | |
Worst 3-Yr Total Return (2006-8): | -8.49% |
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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 | TMCGX | Category | Diff | Index* | Diff | | Year To Date | 13.88 | 21.65 | -7.77 | 17.05 | -3.17 | | 1-Month | -6.47 | -5.90 | -0.57 | -1.86 | -4.61 | | 3-Month | 0.86 | 2.07 | -1.21 | 5.48 | -4.62 | | 1-Year | 3.56 | 13.17 | -9.61 | 9.80 | -6.24 | | 3-Year | -7.99 | -7.45 | -0.54 | -7.02 | -0.97 | | 5-Year | 1.98 | 0.22 | 1.76 | 0.33 | 1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.49 | 52.20 | -8.71 | 45.76 | -2.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.02 | -18.89 | -12.13 | -18.25 | -12.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TMCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.05 | -41.55 | -1.50 | | 2007 | | | 17.34 | 7.59 | 9.75 | | 2006 | | | 14.65 | 10.81 | 3.84 | | 2005 | | | 10.86 | 6.02 | 4.84 | | 2004 | | | 23.19 | 12.41 | 10.78 | | 2003 | | | 49.26 | 45.54 | 3.72 | | 2002 | | | -20.04 | -27.88 | 7.84 | | 2001 | | | 18.60 | -8.91 | 27.51 | | 2000 | | | 19.35 | -3.85 | 23.20 | | 1999 | | | 144.39 | 64.77 | 79.62 |
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| PAST QUARTERLY RETURNS (%) FOR
TMCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.07 | 19.86 | 12.97 | N/A | | 2008 | -13.08 | 8.90 | -13.22 | -30.67 | | 2007 | 2.94 | 8.99 | 2.38 | 2.16 | | 2006 | 13.70 | -2.58 | -4.93 | 8.88 | | 2005 | -1.34 | 3.27 | 9.16 | -0.33 | | 2004 | 6.08 | 0.32 | 0.66 | 14.99 | | 2003 | -4.91 | 21.64 | 11.90 | 15.32 | | 2002 | 5.15 | -4.42 | -20.26 | -0.22 | | 2001 | -2.31 | 17.25 | -16.91 | 24.63 | | 2000 | 25.24 | 6.07 | 7.19 | -16.18 | | 1999 | N/A | N/A | N/A | 60.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 663 | 790 | 83.92 | | 1-Month | 467 | 820 | 56.95 | | 3-Month | 696 | 819 | 84.98 | | 6-Month | 456 | 800 | 57.00 | | 1-Year | 575 | 783 | 73.44 | | 3-Year | 335 | 669 | 50.07 | | 5-Year | 142 | 554 | 25.63 |
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