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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.45% | | 5-Year Average Return: | 1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.35% | |
Worst 1-Yr Total Return (2008): | -46.25% | |
Best 3-Yr Total Return (2005-7): | 12.00% | |
Worst 3-Yr Total Return (2006-8): | -11.73% |
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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 | TRPWX | Category | Diff | Index* | Diff | | Year To Date | 38.45 | 31.59 | 6.86 | 24.07 | 14.38 | | 1-Month | 4.92 | 4.49 | 0.43 | 6.00 | -1.08 | | 3-Month | 8.14 | 6.16 | 1.98 | 7.91 | 0.23 | | 1-Year | 41.67 | 35.24 | 6.43 | 25.39 | 16.28 | | 3-Year | -4.83 | -5.04 | 0.21 | -5.79 | 0.96 | | 5-Year | 1.92 | 1.47 | 0.45 | 0.71 | 1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.25 | 48.99 | 4.26 | 45.76 | 7.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.84 | -20.53 | -1.31 | -18.25 | -3.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TRPWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.25 | -43.77 | -2.48 | | 2007 | | | 17.35 | 15.09 | 2.26 | | 2006 | | | 9.05 | 9.00 | 0.05 | | 2005 | | | 9.78 | 9.84 | -0.06 | | 2004 | | | 15.52 | 13.23 | 2.29 | | 2003 | | | 46.11 | 35.96 | 10.15 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TRPWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.95 | 19.86 | 17.50 | N/A | | 2008 | -11.43 | 5.00 | -18.98 | -28.66 | | 2007 | 3.22 | 8.02 | 4.79 | 0.44 | | 2006 | 10.07 | -7.41 | -0.58 | 7.64 | | 2005 | -0.76 | 3.40 | 5.52 | 1.39 | | 2004 | 4.37 | 0.81 | -4.22 | 14.63 | | 2003 | 1.99 | 18.40 | 7.07 | 13.01 | | 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 | 190 | 827 | 22.97 | | 1-Month | 607 | 881 | 68.90 | | 3-Month | 158 | 879 | 17.97 | | 6-Month | 181 | 862 | 21.00 | | 1-Year | 194 | 825 | 23.52 | | 3-Year | 296 | 734 | 40.33 | | 5-Year | 264 | 632 | 41.77 |
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0.51% Nasdaq 0.00%
Performance
