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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.50% | | 5-Year Average Return: | 1.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.99% | |
Worst 1-Yr Total Return (2008): | -42.61% | |
Best 3-Yr Total Return (2005-7): | 8.64% | |
Worst 3-Yr Total Return (2006-8): | -10.90% |
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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 | TPLGX | Category | Diff | Index* | Diff | | Year To Date | 38.50 | 31.20 | 7.3 | 24.07 | 14.43 | | 1-Month | 5.83 | 5.67 | 0.16 | 6.00 | -0.17 | | 3-Month | 9.47 | 8.18 | 1.29 | 7.91 | 1.56 | | 1-Year | 41.56 | 34.04 | 7.52 | 25.39 | 16.17 | | 3-Year | -3.16 | -3.89 | 0.73 | -5.79 | 2.63 | | 5-Year | 1.11 | 1.25 | -0.14 | 0.71 | 0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.68 | 43.84 | 1.84 | 45.76 | -0.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.87 | -18.03 | 0.16 | -18.25 | 0.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TPLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.61 | -40.67 | -1.94 | | 2007 | | | 12.99 | 13.35 | -0.36 | | 2006 | | | 9.08 | 7.05 | 2.03 | | 2005 | | | 4.05 | 6.71 | -2.66 | | 2004 | | | 7.29 | 7.81 | -0.52 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TPLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.73 | 17.44 | 13.91 | N/A | | 2008 | -12.22 | 1.65 | -14.32 | -24.93 | | 2007 | 0.23 | 8.56 | 5.61 | -1.67 | | 2006 | 2.21 | -4.00 | 4.75 | 6.12 | | 2005 | -4.31 | 2.30 | 2.94 | 3.26 | | 2004 | 2.07 | 0.18 | -3.52 | 8.76 | | 2003 | N/A | N/A | N/A | 11.30 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 345 | 1818 | 18.98 | | 1-Month | 1562 | 1906 | 81.95 | | 3-Month | 418 | 1904 | 21.95 | | 6-Month | 709 | 1866 | 38.00 | | 1-Year | 285 | 1815 | 15.70 | | 3-Year | 552 | 1537 | 35.91 | | 5-Year | 605 | 1273 | 47.53 |
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0.02% Nasdaq 0.00%
Performance
