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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.15% | | 5-Year Average Return: | 4.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.56% | |
Worst 1-Yr Total Return (2008): | -34.57% | |
Best 3-Yr Total Return (2004-6): | 16.02% | |
Worst 3-Yr Total Return (2006-8): | -7.50% |
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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 | TRMCX | Category | Diff | Index* | Diff | | Year To Date | 33.15 | 23.00 | 10.15 | 17.05 | 16.1 | | 1-Month | -4.62 | -3.83 | -0.79 | -1.86 | -2.76 | | 3-Month | 6.92 | 6.04 | 0.88 | 5.48 | 1.44 | | 1-Year | 26.31 | 17.86 | 8.45 | 9.80 | 16.51 | | 3-Year | -2.66 | -6.76 | 4.1 | -7.02 | 4.36 | | 5-Year | 4.44 | 1.68 | 2.76 | 0.33 | 4.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.04 | 55.15 | 9.89 | 45.76 | 19.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.14 | -15.15 | 7.01 | -18.25 | 10.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TRMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.57 | -36.77 | 2.20 | | 2007 | | | 0.60 | 0.83 | -0.23 | | 2006 | | | 20.24 | 15.87 | 4.37 | | 2005 | | | 7.73 | 8.82 | -1.09 | | 2004 | | | 20.56 | 17.85 | 2.71 | | 2003 | | | 39.00 | 33.85 | 5.15 | | 2002 | | | -7.38 | -13.25 | 5.87 | | 2001 | | | 14.36 | 6.67 | 7.69 | | 2000 | | | 22.75 | 18.45 | 4.30 | | 1999 | | | 3.52 | 8.50 | -4.98 |
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| PAST QUARTERLY RETURNS (%) FOR
TRMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.50 | 23.33 | 22.36 | N/A | | 2008 | -6.50 | -1.71 | -6.64 | -23.74 | | 2007 | 2.83 | 7.23 | -4.67 | -4.30 | | 2006 | 5.99 | -1.01 | 5.30 | 8.83 | | 2005 | -1.96 | 2.48 | 3.07 | 4.02 | | 2004 | 4.62 | 3.05 | 0.32 | 11.46 | | 2003 | -5.87 | 20.18 | 4.83 | 17.20 | | 2002 | 10.12 | -6.48 | -17.29 | 8.74 | | 2001 | -2.11 | 9.60 | -9.12 | 17.29 | | 2000 | 3.74 | -1.08 | 7.73 | 11.04 | | 1999 | N/A | N/A | N/A | 1.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 29 | 424 | 6.84 | | 1-Month | 289 | 445 | 64.94 | | 3-Month | 206 | 440 | 46.82 | | 6-Month | 90 | 433 | 20.79 | | 1-Year | 38 | 419 | 9.07 | | 3-Year | 26 | 339 | 7.67 | | 5-Year | 23 | 249 | 9.24 |
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0.01% Nasdaq 
0.22%
Performance
