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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.23% | | 5-Year Average Return: | -0.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.69% | |
Worst 1-Yr Total Return (2008): | -32.50% | |
Best 3-Yr Total Return (2004-6): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | -5.98% |
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| 1-Year: | -20.37% | | 3-Year: | -5.43% | | 5-Year: | -0.24% | | 10-Year: | 4.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TPLNX | Category | Diff | Index* | Diff | | Year To Date | 9.23 | 19.13 | -9.9 | 17.05 | -7.82 | | 1-Month | -5.37 | -5.65 | 0.28 | -1.86 | -3.51 | | 3-Month | 1.46 | 2.75 | -1.29 | 5.48 | -4.02 | | 1-Year | 0.15 | 11.45 | -11.3 | 9.80 | -9.65 | | 3-Year | -7.37 | -8.46 | 1.09 | -7.02 | -0.35 | | 5-Year | -0.32 | 0.52 | -0.84 | 0.33 | -0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.56 | 57.02 | -13.46 | 45.76 | -2.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.44 | -18.27 | -10.17 | -18.25 | -10.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TPLNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.50 | -36.56 | 4.06 | | 2007 | | | 2.87 | -1.10 | 3.97 | | 2006 | | | 19.69 | 15.03 | 4.66 | | 2005 | | | -1.01 | 6.75 | -7.76 | | 2004 | | | 11.60 | 18.94 | -7.34 | | 2003 | | | 38.81 | 43.41 | -4.60 | | 2002 | | | -19.25 | -16.22 | -3.03 | | 2001 | | | 9.66 | 8.92 | 0.74 | | 2000 | | | 11.23 | 11.89 | -0.66 | | 1999 | | | 12.58 | 19.95 | -7.37 |
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| PAST QUARTERLY RETURNS (%) FOR
TPLNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.06 | 13.86 | 16.61 | N/A | | 2008 | -6.78 | 1.94 | -2.70 | -26.99 | | 2007 | 4.82 | 6.26 | -3.00 | -4.77 | | 2006 | 11.55 | -2.10 | -1.85 | 11.67 | | 2005 | -9.89 | 3.39 | 4.15 | 2.03 | | 2004 | 6.60 | 1.21 | -6.06 | 10.10 | | 2003 | -8.18 | 20.35 | 9.19 | 15.04 | | 2002 | 6.45 | -7.49 | -20.25 | 2.82 | | 2001 | -4.44 | 13.20 | -12.49 | 15.86 | | 2000 | 13.87 | -3.58 | 0.07 | 1.24 | | 1999 | N/A | N/A | N/A | 16.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 576 | 641 | 89.86 | | 1-Month | 417 | 662 | 62.99 | | 3-Month | 332 | 652 | 50.92 | | 6-Month | 621 | 647 | 95.98 | | 1-Year | 482 | 630 | 76.51 | | 3-Year | 197 | 553 | 35.62 | | 5-Year | 220 | 452 | 48.67 |
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0.22% Nasdaq 
Performance
