|
| Morningstar Return Rating: | High | | Year to Date Return: | 25.87% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.44% | |
Worst 1-Yr Total Return (2008): | -32.27% | |
Best 3-Yr Total Return (2004-6): | 13.47% | |
Worst 3-Yr Total Return (2006-8): | -4.68% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSCPX | Category | Diff | Index* | Diff | | Year To Date | 25.87 | 25.65 | 0.22 | 24.07 | 1.8 | | 1-Month | 4.10 | 3.38 | 0.72 | 6.00 | -1.9 | | 3-Month | 5.86 | 3.71 | 2.15 | 7.91 | -2.05 | | 1-Year | 32.47 | 31.83 | 0.64 | 25.39 | 7.08 | | 3-Year | -2.23 | -7.28 | 5.05 | -5.79 | 3.56 | | 5-Year | 5.34 | -0.38 | 5.72 | 0.71 | 4.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.41 | 53.06 | -6.65 | 45.76 | 0.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.34 | -19.68 | 5.34 | -18.25 | 3.91 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.27 | -41.55 | 9.28 | | 2007 | | | 9.84 | 7.59 | 2.25 | | 2006 | | | 16.44 | 10.81 | 5.63 | | 2005 | | | 13.24 | 6.02 | 7.22 | | 2004 | | | 10.80 | 12.41 | -1.61 | | 2003 | | | 37.53 | 45.54 | -8.01 | | 2002 | | | -18.56 | -27.88 | 9.32 | | 2001 | | | -9.20 | -8.91 | -0.29 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
TSCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.91 | 19.07 | 14.55 | N/A | | 2008 | -12.75 | 3.18 | -3.95 | -21.67 | | 2007 | 0.89 | 8.05 | 2.23 | -1.44 | | 2006 | 14.08 | -3.73 | 0.15 | 5.85 | | 2005 | -3.30 | 7.76 | 5.76 | 2.74 | | 2004 | 2.72 | 0.62 | -6.94 | 15.19 | | 2003 | -3.82 | 20.61 | 6.58 | 11.23 | | 2002 | 1.50 | -11.36 | -16.28 | 8.12 | | 2001 | -20.04 | 17.20 | -19.73 | 20.70 | | 2000 | N/A | -3.00 | 4.59 | -0.39 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 345 | 786 | 43.89 | | 1-Month | 155 | 816 | 19.00 | | 3-Month | 40 | 815 | 4.91 | | 6-Month | 160 | 802 | 19.95 | | 1-Year | 297 | 781 | 38.03 | | 3-Year | 30 | 667 | 4.50 | | 5-Year | 13 | 563 | 2.31 |
|
|
|
|
|