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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.51% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 22.23% | |
Worst 1-Yr Total Return (2008): | -26.48% | |
Best 3-Yr Total Return (2004-6): | 16.37% | |
Worst 3-Yr Total Return (2006-8): | -3.77% |
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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 | TPSIX | Category | Diff | Index* | Diff | | Year To Date | 17.51 | 19.13 | -1.62 | 17.05 | 0.46 | | 1-Month | -5.44 | -5.65 | 0.21 | -1.86 | -3.58 | | 3-Month | 1.99 | 2.75 | -0.76 | 5.48 | -3.49 | | 1-Year | 10.37 | 11.45 | -1.08 | 9.80 | 0.57 | | 3-Year | -3.58 | -8.46 | 4.88 | -7.02 | 3.44 | | 5-Year | 3.94 | 0.52 | 3.42 | 0.33 | 3.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.11 | 57.02 | 2.09 | 45.76 | 13.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.62 | -18.27 | 2.65 | -18.25 | 2.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TPSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.48 | -36.56 | 10.08 | | 2007 | | | -0.83 | -1.10 | 0.27 | | 2006 | | | 22.23 | 15.03 | 7.20 | | 2005 | | | 5.50 | 6.75 | -1.25 | | 2004 | | | 22.22 | 18.94 | 3.28 | | 2003 | | | 48.73 | 43.41 | 5.32 | | 2002 | | | -14.59 | -16.22 | 1.63 | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TPSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.52 | 23.00 | 21.03 | N/A | | 2008 | -2.38 | 1.18 | -2.13 | -23.95 | | 2007 | 3.77 | 4.22 | -4.17 | -4.31 | | 2006 | 15.01 | -0.75 | -2.39 | 9.70 | | 2005 | -3.03 | 2.47 | 6.53 | -0.34 | | 2004 | 6.38 | 2.06 | 0.56 | 11.95 | | 2003 | -4.41 | 22.03 | 8.88 | 17.10 | | 2002 | 8.98 | -5.99 | -20.59 | 4.98 | | 2001 | N/A | N/A | N/A | 19.57 | | 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 | 314 | 641 | 48.99 | | 1-Month | 317 | 662 | 47.89 | | 3-Month | 521 | 652 | 79.91 | | 6-Month | 213 | 647 | 32.92 | | 1-Year | 258 | 630 | 40.95 | | 3-Year | 70 | 553 | 12.66 | | 5-Year | 64 | 452 | 14.16 |
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0.10% Nasdaq 
Performance
