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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.34% | | 5-Year Average Return: | 2.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.98% | |
Worst 1-Yr Total Return (2008): | -37.84% | |
Best 3-Yr Total Return (2005-7): | 10.43% | |
Worst 3-Yr Total Return (2006-8): | -7.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TWCGX | Category | Diff | Index* | Diff | | Year To Date | 24.34 | 24.15 | 0.19 | 17.05 | 7.29 | | 1-Month | -1.12 | -2.25 | 1.13 | -1.86 | 0.74 | | 3-Month | 4.86 | 4.52 | 0.34 | 5.48 | -0.62 | | 1-Year | 15.25 | 15.35 | -0.1 | 9.80 | 5.45 | | 3-Year | -2.43 | -4.95 | 2.52 | -7.02 | 4.59 | | 5-Year | 2.17 | 0.99 | 1.18 | 0.33 | 1.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.35 | 42.81 | -1.46 | 45.76 | -4.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.88 | -17.14 | 0.26 | -18.25 | 1.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.84 | -40.67 | 2.83 | | 2007 | | | 18.98 | 13.35 | 5.63 | | 2006 | | | 7.94 | 7.05 | 0.89 | | 2005 | | | 4.84 | 6.71 | -1.87 | | 2004 | | | 9.91 | 7.81 | 2.10 | | 2003 | | | 24.41 | 28.66 | -4.25 | | 2002 | | | -26.13 | -27.64 | 1.51 | | 2001 | | | -18.67 | -22.30 | 3.63 | | 2000 | | | -14.71 | -13.05 | -1.66 | | 1999 | | | 34.68 | 38.87 | -4.19 |
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| PAST QUARTERLY RETURNS (%) FOR
TWCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.56 | 15.64 | 12.75 | N/A | | 2008 | -9.55 | 0.88 | -11.63 | -22.91 | | 2007 | 0.77 | 7.06 | 7.89 | 2.22 | | 2006 | 2.53 | -3.65 | 5.02 | 4.05 | | 2005 | -4.01 | 2.11 | 3.47 | 3.37 | | 2004 | 1.62 | 0.93 | -1.90 | 9.24 | | 2003 | -2.15 | 12.47 | 2.14 | 10.67 | | 2002 | -1.33 | -15.42 | -16.39 | 5.87 | | 2001 | -19.33 | 7.13 | -17.89 | 14.62 | | 2000 | 11.15 | -4.07 | -3.92 | -16.75 | | 1999 | N/A | N/A | N/A | 23.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 774 | 1802 | 42.95 | | 1-Month | 321 | 1890 | 16.98 | | 3-Month | 508 | 1884 | 26.96 | | 6-Month | 1004 | 1827 | 54.95 | | 1-Year | 785 | 1797 | 43.68 | | 3-Year | 209 | 1518 | 13.77 | | 5-Year | 247 | 1251 | 19.74 |
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0.34% Nasdaq 
Performance
