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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.55% | | 5-Year Average Return: | 3.70% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.34% | |
Worst 1-Yr Total Return (2005): | 0.97% | |
Best 3-Yr Total Return (2006-8): | 4.44% | |
Worst 3-Yr Total Return (2004-6): | 1.94% |
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| 1-Year: | 3.02% | | 3-Year: | 4.25% | | 5-Year: | 3.41% | | 10-Year: | 4.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSGIX | Category | Diff | Index* | Diff | | Year To Date | 4.55 | 5.18 | -0.63 | 6.24 | -1.69 | | 1-Month | 0.45 | 0.57 | -0.12 | 0.49 | -0.04 | | 3-Month | 2.57 | 2.42 | 0.15 | 2.60 | -0.03 | | 1-Year | 10.93 | 10.54 | 0.39 | 13.79 | -2.86 | | 3-Year | 5.17 | 5.52 | -0.35 | 6.35 | -1.18 | | 5-Year | 3.70 | 4.28 | -0.58 | 5.05 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.22 | 4.85 | -0.63 | 7.06 | -2.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.95 | 7.28 | -0.33 | 7.94 | -0.99 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.08 | 4.76 | 0.32 | | 2007 | | | 5.34 | 6.09 | -0.75 | | 2006 | | | 2.93 | 3.47 | -0.54 | | 2005 | | | 0.97 | 1.91 | -0.94 | | 2004 | | | 1.93 | 3.01 | -1.08 | | 2003 | | | 0.33 | 1.90 | -1.57 | | 2002 | | | 9.45 | 9.23 | 0.22 | | 2001 | | | 5.83 | 6.81 | -0.98 | | 2000 | | | 11.39 | 10.86 | 0.53 | | 1999 | | | -3.15 | -1.35 | -1.80 |
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| PAST QUARTERLY RETURNS (%) FOR
TSGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.36 | -0.22 | 2.92 | N/A | | 2008 | 3.24 | -1.83 | -0.09 | 3.78 | | 2007 | 1.17 | -1.25 | 2.58 | 2.78 | | 2006 | -0.89 | -0.49 | 3.39 | 0.94 | | 2005 | -0.62 | 2.48 | -1.05 | 0.20 | | 2004 | 2.20 | -2.90 | 2.28 | 0.42 | | 2003 | 0.93 | 1.54 | -1.69 | -0.42 | | 2002 | -0.52 | 4.04 | 5.24 | 0.48 | | 2001 | 2.07 | -0.11 | 4.72 | -0.89 | | 2000 | 2.48 | 1.10 | 2.66 | 4.72 | | 1999 | N/A | N/A | N/A | -0.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 179 | 367 | 48.77 | | 1-Month | 160 | 374 | 42.78 | | 3-Month | 112 | 374 | 29.95 | | 6-Month | 149 | 373 | 39.95 | | 1-Year | 119 | 357 | 33.33 | | 3-Year | 184 | 345 | 53.33 | | 5-Year | 181 | 318 | 56.92 |
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