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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.48% | |
Worst 1-Yr Total Return (2008): | -43.03% | |
Best 3-Yr Total Return (2006-8): | -11.49% | |
Worst 3-Yr Total Return (2006-8): | -11.49% |
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| 1-Year: | -11.53% | | 3-Year: | -6.79% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TPSAX | Category | Diff | Index* | Diff | | Year To Date | 16.88 | 21.65 | -4.77 | 17.05 | -0.17 | | 1-Month | -8.58 | -5.90 | -2.68 | -1.86 | -6.72 | | 3-Month | -1.31 | 2.07 | -3.38 | 5.48 | -6.79 | | 1-Year | 7.64 | 13.17 | -5.53 | 9.80 | -2.16 | | 3-Year | -9.37 | -7.45 | -1.92 | -7.02 | -2.35 | | 5-Year | N/A | 0.22 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.03 | 52.20 | 0.83 | 45.76 | 7.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.69 | -18.89 | -3.8 | -18.25 | -4.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TPSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.03 | -41.55 | -1.48 | | 2007 | | | 8.20 | 7.59 | 0.61 | | 2006 | | | 12.48 | 10.81 | 1.67 | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TPSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.99 | 22.66 | 15.80 | N/A | | 2008 | -16.75 | 4.91 | -10.92 | -26.78 | | 2007 | 2.24 | 7.13 | 1.97 | -3.11 | | 2006 | 14.25 | -6.60 | -3.05 | 8.73 | | 2005 | N/A | N/A | 5.40 | 1.90 | | 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 | 489 | 790 | 61.90 | | 1-Month | 582 | 820 | 70.98 | | 3-Month | 720 | 819 | 87.91 | | 6-Month | 608 | 800 | 76.00 | | 1-Year | 433 | 783 | 55.30 | | 3-Year | 397 | 669 | 59.34 | | 5-Year | | 554 | N/A |
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0.83% Nasdaq 0.00%
Performance
