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| Morningstar Return Rating: | | | Year to Date Return: | 19.59% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -36.32% | |
Worst 1-Yr Total Return (2008): | -36.32% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | TRISX | Category | Diff | Index* | Diff | | Year To Date | 19.59 | 18.65 | 0.94 | 17.05 | 2.54 | | 1-Month | -2.07 | -2.18 | 0.11 | -1.86 | -0.21 | | 3-Month | 5.04 | 5.08 | -0.04 | 5.48 | -0.44 | | 1-Year | 12.16 | 11.86 | 0.3 | 9.80 | 2.36 | | 3-Year | N/A | -6.78 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.65 | 45.26 | 1.39 | 45.76 | 0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.50 | -15.99 | -0.51 | -18.25 | 1.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TRISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.32 | -37.79 | 1.47 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TRISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 16.73 | 15.13 | N/A | | 2008 | -9.19 | -1.28 | -9.19 | -21.79 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 744 | 2013 | 36.96 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 919 | 2090 | 43.97 | | 6-Month | 758 | 2049 | 36.99 | | 1-Year | 598 | 1999 | 29.91 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
