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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.33% | | 5-Year Average Return: | 5.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.11% | |
Worst 1-Yr Total Return (2008): | -42.71% | |
Best 3-Yr Total Return (2005-7): | 18.79% | |
Worst 3-Yr Total Return (2006-8): | -6.67% |
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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 | TWGGX | Category | Diff | Index* | Diff | | Year To Date | 23.33 | 25.91 | -2.58 | 27.36 | -4.03 | | 1-Month | -1.59 | -2.31 | 0.72 | -1.25 | -0.34 | | 3-Month | 6.16 | 5.52 | 0.64 | 8.10 | -1.94 | | 1-Year | 17.28 | 22.45 | -5.17 | 27.71 | -10.43 | | 3-Year | -3.57 | -5.03 | 1.46 | -5.22 | 1.65 | | 5-Year | 5.75 | 3.41 | 2.34 | 5.10 | 0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.57 | 50.04 | -5.47 | 59.35 | -14.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.92 | -12.42 | -9.5 | -14.95 | -6.97 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWGGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.71 | -41.91 | -0.80 | | 2007 | | | 20.11 | 11.28 | 8.83 | | 2006 | | | 18.16 | 19.72 | -1.56 | | 2005 | | | 18.11 | 11.61 | 6.50 | | 2004 | | | 15.11 | 15.27 | -0.16 | | 2003 | | | 34.52 | 34.49 | 0.03 | | 2002 | | | -20.25 | -19.36 | -0.89 | | 2001 | | | -25.65 | -17.51 | -8.14 | | 2000 | | | -5.77 | -9.14 | 3.37 | | 1999 | | | 86.09 | 41.13 | 44.96 |
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| PAST QUARTERLY RETURNS (%) FOR
TWGGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 15.95 | 16.38 | N/A | | 2008 | -10.39 | 2.98 | -18.90 | -23.44 | | 2007 | 3.16 | 8.48 | 7.14 | 0.18 | | 2006 | 9.20 | -4.21 | 3.04 | 9.64 | | 2005 | -0.64 | 3.31 | 8.01 | 6.53 | | 2004 | 4.57 | -0.99 | -2.99 | 14.60 | | 2003 | -4.76 | 16.46 | 7.33 | 13.00 | | 2002 | 0.95 | -4.08 | -17.97 | 0.40 | | 2001 | -17.76 | -0.72 | -14.55 | 6.58 | | 2000 | 11.28 | -9.42 | 0.31 | -6.79 | | 1999 | N/A | N/A | N/A | 51.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 391 | 767 | 50.98 | | 1-Month | 143 | 844 | 16.94 | | 3-Month | 91 | 830 | 10.96 | | 6-Month | 582 | 787 | 73.95 | | 1-Year | 412 | 741 | 55.60 | | 3-Year | 141 | 530 | 26.60 | | 5-Year | 67 | 434 | 15.44 |
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