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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.60% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.49% | |
Worst 1-Yr Total Return (2008): | -35.16% | |
Best 3-Yr Total Return (2006-8): | -7.98% | |
Worst 3-Yr Total Return (2006-8): | -7.98% |
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| 1-Year: | -8.75% | | 3-Year: | -5.01% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TPMAX | Category | Diff | Index* | Diff | | Year To Date | 19.60 | 23.00 | -3.4 | 17.05 | 2.55 | | 1-Month | -4.27 | -3.83 | -0.44 | -1.86 | -2.41 | | 3-Month | 5.65 | 6.04 | -0.39 | 5.48 | 0.17 | | 1-Year | 14.70 | 17.86 | -3.16 | 9.80 | 4.9 | | 3-Year | -6.04 | -6.76 | 0.72 | -7.02 | 0.98 | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.03 | 55.15 | -7.12 | 45.76 | 2.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.16 | -15.15 | -3.01 | -18.25 | 0.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TPMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.16 | -36.77 | 1.61 | | 2007 | | | 3.15 | 0.83 | 2.32 | | 2006 | | | 16.49 | 15.87 | 0.62 | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TPMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.60 | 15.78 | 19.36 | N/A | | 2008 | -7.63 | 4.45 | -13.06 | -22.71 | | 2007 | 4.82 | 4.84 | -3.18 | -3.06 | | 2006 | 6.27 | -1.25 | 2.26 | 8.55 | | 2005 | N/A | N/A | 5.00 | 0.64 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 262 | 424 | 61.79 | | 1-Month | 160 | 445 | 35.96 | | 3-Month | 171 | 440 | 38.86 | | 6-Month | 268 | 433 | 61.89 | | 1-Year | 227 | 419 | 54.18 | | 3-Year | 87 | 339 | 25.66 | | 5-Year | | 249 | N/A |
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0.12% Nasdaq 
Performance
