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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.80% | | 5-Year Average Return: | -0.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.14% | |
Worst 1-Yr Total Return (2008): | -41.54% | |
Best 3-Yr Total Return (2005-7): | 8.50% | |
Worst 3-Yr Total Return (2006-8): | -12.94% |
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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 | TMCIX | Category | Diff | Index* | Diff | | Year To Date | 22.80 | 31.59 | -8.79 | 24.07 | -1.27 | | 1-Month | 2.45 | 4.49 | -2.04 | 6.00 | -3.55 | | 3-Month | 5.14 | 6.16 | -1.02 | 7.91 | -2.77 | | 1-Year | 24.24 | 35.24 | -11 | 25.39 | -1.15 | | 3-Year | -7.39 | -5.04 | -2.35 | -5.79 | -1.6 | | 5-Year | -0.98 | 1.47 | -2.45 | 0.71 | -1.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.32 | 48.99 | -12.67 | 45.76 | -9.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.51 | -20.53 | -3.98 | -18.25 | -6.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TMCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.54 | -43.77 | 2.23 | | 2007 | | | 12.59 | 15.09 | -2.50 | | 2006 | | | 0.26 | 9.00 | -8.74 | | 2005 | | | 13.14 | 9.84 | 3.30 | | 2004 | | | 6.52 | 13.23 | -6.71 | | 2003 | | | 32.51 | 35.96 | -3.45 | | 2002 | | | -17.47 | -27.24 | 9.77 | | 2001 | | | 1.05 | -19.98 | 21.03 | | 2000 | | | 15.52 | -4.78 | 20.30 | | 1999 | | | 11.07 | 60.49 | -49.42 |
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| PAST QUARTERLY RETURNS (%) FOR
TMCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.67 | 11.92 | 13.46 | N/A | | 2008 | -11.40 | -0.17 | -7.84 | -28.28 | | 2007 | 4.95 | 5.48 | 3.60 | -1.83 | | 2006 | 8.88 | -6.44 | -1.76 | 0.18 | | 2005 | -2.25 | 4.52 | 1.95 | 8.63 | | 2004 | 2.91 | 1.57 | -8.52 | 11.39 | | 2003 | -3.86 | 17.63 | 4.08 | 12.58 | | 2002 | 5.09 | -9.60 | -17.27 | 5.00 | | 2001 | -10.63 | 13.70 | -15.75 | 18.04 | | 2000 | 12.83 | -3.39 | 12.01 | -5.39 | | 1999 | N/A | N/A | N/A | 17.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 661 | 827 | 79.93 | | 1-Month | 678 | 881 | 76.96 | | 3-Month | 465 | 879 | 52.90 | | 6-Month | 767 | 862 | 88.98 | | 1-Year | 569 | 825 | 68.97 | | 3-Year | 448 | 734 | 61.04 | | 5-Year | 412 | 632 | 65.19 |
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