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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.08% | | 5-Year Average Return: | -0.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 27.27% | |
Worst 1-Yr Total Return (2008): | -40.25% | |
Best 3-Yr Total Return (2005-7): | 8.21% | |
Worst 3-Yr Total Return (2006-8): | -10.48% |
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| 1-Year: | 26.27% | | 3-Year: | -5.89% | | 5-Year: | -0.74% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSGCX | Category | Diff | Index* | Diff | | Year To Date | -4.08 | -4.57 | 0.49 | -3.60 | -0.48 | | 1-Month | -4.08 | -4.57 | 0.49 | -3.60 | -0.48 | | 3-Month | 2.92 | 5.39 | -2.47 | 4.16 | -1.24 | | 1-Year | 29.36 | 39.73 | -10.37 | 33.14 | -3.78 | | 3-Year | -7.91 | -5.54 | -2.37 | -7.24 | -0.67 | | 5-Year | -0.92 | 1.43 | -2.35 | 0.18 | -1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.35 | 49.32 | -7.97 | 45.76 | -4.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.89 | -20.58 | -1.31 | -18.25 | -3.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSGCX | Category | Diff | | 2009 | | | 27.27 | 39.11 | -11.84 | | 2008 | | | -40.25 | -43.77 | 3.52 | | 2007 | | | 9.61 | 15.09 | -5.48 | | 2006 | | | 9.53 | 9.00 | 0.53 | | 2005 | | | 5.55 | 9.84 | -4.29 | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
TSGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.87 | 16.39 | 15.10 | 4.26 | | 2008 | -8.29 | 0.63 | -14.09 | -24.64 | | 2007 | 3.76 | 5.69 | 2.84 | -2.82 | | 2006 | 7.50 | -3.92 | 0.00 | 6.04 | | 2005 | -4.32 | 2.19 | 5.54 | 2.29 | | 2004 | N/A | 1.33 | -5.08 | 9.19 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 394 | 857 | 45.97 | | 1-Month | 342 | 857 | 39.91 | | 3-Month | 757 | 851 | 88.95 | | 6-Month | 760 | 845 | 89.94 | | 1-Year | 575 | 804 | 71.52 | | 3-Year | 466 | 719 | 64.81 | | 5-Year | 424 | 622 | 68.17 |
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1.52% Nasdaq 0.00%
Performance
