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| Morningstar Return Rating: | High | | Year to Date Return: | 30.40% | | 5-Year Average Return: | 8.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 32.78% | |
Worst 1-Yr Total Return (2008): | -37.25% | |
Best 3-Yr Total Return (2005-7): | 22.26% | |
Worst 3-Yr Total Return (2006-8): | -0.20% |
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| 1-Year: | -7.54% | | 3-Year: | 4.57% | | 5-Year: | 8.84% | | 10-Year: | 3.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSGWX | Category | Diff | Index* | Diff | | Year To Date | 30.40 | 31.20 | -0.8 | 24.07 | 6.33 | | 1-Month | 5.00 | 5.67 | -0.67 | 6.00 | -1 | | 3-Month | 7.14 | 8.18 | -1.04 | 7.91 | -0.77 | | 1-Year | 37.64 | 34.04 | 3.6 | 25.39 | 12.25 | | 3-Year | 2.60 | -3.89 | 6.49 | -5.79 | 8.39 | | 5-Year | 8.70 | 1.25 | 7.45 | 0.71 | 7.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.13 | 43.84 | 2.29 | 45.76 | 0.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.00 | -18.03 | -3.97 | -18.25 | -3.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.25 | -40.67 | 3.42 | | 2007 | | | 32.78 | 13.35 | 19.43 | | 2006 | | | 19.32 | 7.05 | 12.27 | | 2005 | | | 15.36 | 6.71 | 8.65 | | 2004 | | | 3.36 | 7.81 | -4.45 | | 2003 | | | 22.42 | 28.66 | -6.24 | | 2002 | | | -38.31 | -27.64 | -10.67 | | 2001 | | | -4.12 | -22.30 | 18.18 | | 2000 | | | -3.64 | -13.05 | 9.41 | | 1999 | | | 36.95 | 38.87 | -1.92 |
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| PAST QUARTERLY RETURNS (%) FOR
TSGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.02 | 15.94 | 16.00 | N/A | | 2008 | -0.08 | 7.20 | -23.01 | -23.91 | | 2007 | 5.98 | 10.01 | 6.64 | 6.79 | | 2006 | 7.44 | 1.68 | -0.93 | 10.25 | | 2005 | -0.35 | 3.13 | 10.98 | 1.15 | | 2004 | 1.14 | -1.06 | -2.22 | 5.63 | | 2003 | -3.06 | 12.20 | 2.74 | 9.56 | | 2002 | -9.33 | -19.98 | -17.01 | 2.45 | | 2001 | -5.80 | 12.57 | -24.13 | 19.17 | | 2000 | 7.91 | -4.29 | 3.94 | -10.24 | | 1999 | N/A | N/A | N/A | 31.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1163 | 1818 | 63.97 | | 1-Month | 1886 | 1906 | 98.95 | | 3-Month | 1846 | 1904 | 96.95 | | 6-Month | 1119 | 1866 | 59.97 | | 1-Year | 695 | 1815 | 38.29 | | 3-Year | 32 | 1537 | 2.08 | | 5-Year | 5 | 1273 | 0.39 |
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Performance
