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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.10% | | 5-Year Average Return: | 0.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.29% | |
Worst 1-Yr Total Return (2008): | -41.56% | |
Best 3-Yr Total Return (2005-7): | 11.10% | |
Worst 3-Yr Total Return (2006-8): | -8.85% |
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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 | TSCEX | Category | Diff | Index* | Diff | | Year To Date | 19.10 | 21.65 | -2.55 | 17.05 | 2.05 | | 1-Month | -9.10 | -5.90 | -3.2 | -1.86 | -7.24 | | 3-Month | -1.59 | 2.07 | -3.66 | 5.48 | -7.07 | | 1-Year | 8.90 | 13.17 | -4.27 | 9.80 | -0.9 | | 3-Year | -6.60 | -7.45 | 0.85 | -7.02 | 0.42 | | 5-Year | 0.77 | 0.22 | 0.55 | 0.33 | 0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.18 | 52.20 | 2.98 | 45.76 | 9.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.00 | -18.89 | -3.11 | -18.25 | -3.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.56 | -41.55 | -0.01 | | 2007 | | | 14.29 | 7.59 | 6.70 | | 2006 | | | 13.36 | 10.81 | 2.55 | | 2005 | | | 5.84 | 6.02 | -0.18 | | 2004 | | | 11.90 | 12.41 | -0.51 | | 2003 | | | 59.38 | 45.54 | 13.84 | | 2002 | | | -33.03 | -27.88 | -5.15 | | 2001 | | | -18.84 | -8.91 | -9.93 | | 2000 | | | -14.38 | -3.85 | -10.53 | | 1999 | | | 85.04 | 64.77 | 20.27 |
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| PAST QUARTERLY RETURNS (%) FOR
TSCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.80 | 23.57 | 16.26 | N/A | | 2008 | -14.57 | 6.98 | -11.95 | -27.37 | | 2007 | 3.72 | 7.74 | 2.61 | -0.33 | | 2006 | 17.11 | -8.08 | -4.14 | 9.85 | | 2005 | -7.30 | 3.83 | 6.98 | 2.80 | | 2004 | 3.41 | 0.95 | -4.61 | 12.38 | | 2003 | -3.05 | 27.78 | 13.39 | 13.45 | | 2002 | -3.59 | -17.42 | -21.03 | 6.50 | | 2001 | -26.81 | 21.22 | -28.67 | 28.24 | | 2000 | 16.32 | -4.54 | -2.78 | -20.69 | | 1999 | N/A | N/A | N/A | 44.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 395 | 790 | 50.00 | | 1-Month | 598 | 820 | 72.93 | | 3-Month | 712 | 819 | 86.94 | | 6-Month | 576 | 800 | 72.00 | | 1-Year | 376 | 783 | 48.02 | | 3-Year | 198 | 669 | 29.60 | | 5-Year | 179 | 554 | 32.31 |
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0.34% Nasdaq 
Performance
