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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.72% | | 5-Year Average Return: | -3.53% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.52% | |
Worst 1-Yr Total Return (2008): | -40.63% | |
Best 3-Yr Total Return (2004-6): | 15.32% | |
Worst 3-Yr Total Return (2006-8): | -14.00% |
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| 1-Year: | 0.40% | | 3-Year: | -11.26% | | 5-Year: | -1.00% | | 10-Year: | 6.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TMFSX | Category | Diff | Index* | Diff | | Year To Date | 12.72 | 24.03 | -11.31 | 24.07 | -11.35 | | 1-Month | -1.30 | 3.09 | -4.39 | 6.00 | -7.3 | | 3-Month | -2.45 | 0.88 | -3.33 | 7.91 | -10.36 | | 1-Year | 12.55 | 25.06 | -12.51 | 25.39 | -12.84 | | 3-Year | -14.30 | -14.98 | 0.68 | -5.79 | -8.51 | | 5-Year | -3.53 | -5.72 | 2.19 | 0.71 | -4.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.03 | 76.37 | -37.34 | 45.76 | -6.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.94 | -13.82 | 1.88 | -18.25 | 6.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TMFSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.63 | -43.91 | 3.28 | | 2007 | | | -9.60 | -11.64 | 2.04 | | 2006 | | | 18.52 | 16.90 | 1.62 | | 2005 | | | 13.06 | 6.74 | 6.32 | | 2004 | | | 14.46 | 14.02 | 0.44 | | 2003 | | | 28.87 | 33.56 | -4.69 | | 2002 | | | -1.20 | -10.28 | 9.08 | | 2001 | | | 11.15 | -2.05 | 13.20 | | 2000 | | | 31.08 | 27.74 | 3.34 | | 1999 | | | 3.67 | -1.79 | 5.46 |
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| PAST QUARTERLY RETURNS (%) FOR
TMFSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.85 | 10.83 | 17.71 | N/A | | 2008 | -13.28 | -10.73 | -8.09 | -16.57 | | 2007 | 3.29 | 1.79 | -8.56 | -5.98 | | 2006 | 10.37 | -5.06 | 5.57 | 7.14 | | 2005 | -1.72 | 4.08 | 3.10 | 7.20 | | 2004 | 4.80 | -2.23 | 2.63 | 8.84 | | 2003 | -2.58 | 13.00 | 4.34 | 12.19 | | 2002 | 8.24 | -0.38 | -11.12 | 3.08 | | 2001 | 1.96 | 11.23 | -7.65 | 6.12 | | 2000 | -1.99 | 2.63 | 21.93 | 6.88 | | 1999 | N/A | N/A | N/A | -0.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 129 | 76.74 | | 1-Month | 107 | 129 | 82.95 | | 3-Month | 118 | 129 | 91.47 | | 6-Month | 114 | 129 | 88.37 | | 1-Year | 85 | 122 | 69.67 | | 3-Year | 44 | 107 | 41.12 | | 5-Year | 34 | 101 | 33.66 |
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