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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.95% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.54% | |
Worst 1-Yr Total Return (2008): | -7.32% | |
Best 3-Yr Total Return (2005-7): | 2.97% | |
Worst 3-Yr Total Return (2006-8): | 0.12% |
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| 1-Year: | 6.98% | | 3-Year: | 3.56% | | 5-Year: | 3.11% | | 10-Year: | 4.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSUSX | Category | Diff | Index* | Diff | | Year To Date | 17.95 | 13.54 | 4.41 | 6.24 | 11.71 | | 1-Month | 1.62 | 0.89 | 0.73 | 0.49 | 1.13 | | 3-Month | 6.02 | 4.14 | 1.88 | 2.60 | 3.42 | | 1-Year | 19.76 | 17.86 | 1.9 | 13.79 | 5.97 | | 3-Year | 4.82 | 4.54 | 0.28 | 6.35 | -1.53 | | 5-Year | 3.64 | 3.85 | -0.21 | 5.05 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.48 | 13.81 | 2.67 | 7.06 | 9.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.66 | 6.49 | 1.17 | 7.94 | -0.28 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.32 | -4.70 | -2.62 | | 2007 | | | 4.54 | 4.70 | -0.16 | | 2006 | | | 3.59 | 4.15 | -0.56 | | 2005 | | | 0.83 | 1.80 | -0.97 | | 2004 | | | 2.82 | 3.91 | -1.09 | | 2003 | | | 3.83 | 5.10 | -1.27 | | 2002 | | | 8.81 | 8.04 | 0.77 | | 2001 | | | 6.41 | 7.64 | -1.23 | | 2000 | | | 10.25 | 9.44 | 0.81 | | 1999 | | | -1.78 | -1.35 | -0.43 |
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| PAST QUARTERLY RETURNS (%) FOR
TSUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.16 | 7.33 | 7.97 | N/A | | 2008 | 0.66 | -1.83 | -2.77 | -3.53 | | 2007 | 1.20 | -0.97 | 2.04 | 2.23 | | 2006 | -0.77 | -0.52 | 3.46 | 1.43 | | 2005 | -0.54 | 2.14 | -0.90 | 0.16 | | 2004 | 2.08 | -2.71 | 2.63 | 0.88 | | 2003 | 1.64 | 2.67 | -0.85 | 0.34 | | 2002 | -0.47 | 2.89 | 3.89 | 2.28 | | 2001 | 2.22 | 0.15 | 4.87 | -0.89 | | 2000 | 1.80 | 1.52 | 2.51 | 4.06 | | 1999 | N/A | N/A | N/A | -0.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 213 | 1122 | 18.98 | | 1-Month | 93 | 1164 | 7.99 | | 3-Month | 80 | 1154 | 6.93 | | 6-Month | 203 | 1133 | 17.92 | | 1-Year | 245 | 1113 | 22.01 | | 3-Year | 457 | 957 | 47.75 | | 5-Year | 462 | 845 | 54.67 |
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