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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.74% | | 5-Year Average Return: | 8.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 45.98% | |
Worst 1-Yr Total Return (2008): | -46.21% | |
Best 3-Yr Total Return (2005-7): | 27.85% | |
Worst 3-Yr Total Return (2006-8): | -2.73% |
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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 | TWGTX | Category | Diff | Index* | Diff | | Year To Date | 29.74 | 31.20 | -1.46 | 24.07 | 5.67 | | 1-Month | 6.04 | 5.67 | 0.37 | 6.00 | 0.04 | | 3-Month | 8.43 | 8.18 | 0.25 | 7.91 | 0.52 | | 1-Year | 30.43 | 34.04 | -3.61 | 25.39 | 5.04 | | 3-Year | 1.15 | -3.89 | 5.04 | -5.79 | 6.94 | | 5-Year | 8.74 | 1.25 | 7.49 | 0.71 | 8.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.48 | 43.84 | -1.36 | 45.76 | -3.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.45 | -18.03 | -9.42 | -18.25 | -9.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.21 | -40.67 | -5.54 | | 2007 | | | 45.98 | 13.35 | 32.63 | | 2006 | | | 17.21 | 7.05 | 10.16 | | 2005 | | | 22.14 | 6.71 | 15.43 | | 2004 | | | 7.18 | 7.81 | -0.63 | | 2003 | | | 19.93 | 28.66 | -8.73 | | 2002 | | | -21.38 | -27.64 | 6.26 | | 2001 | | | -35.42 | -22.30 | -13.12 | | 2000 | | | -16.45 | -13.05 | -3.40 | | 1999 | | | 87.26 | 38.87 | 48.39 |
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| PAST QUARTERLY RETURNS (%) FOR
TWGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.28 | 13.11 | 16.47 | N/A | | 2008 | -14.90 | 8.83 | -20.91 | -26.56 | | 2007 | 8.77 | 15.06 | 8.91 | 7.10 | | 2006 | 13.07 | -3.14 | -4.91 | 12.55 | | 2005 | 2.10 | 2.96 | 12.31 | 3.45 | | 2004 | 2.61 | 0.96 | -7.21 | 11.50 | | 2003 | -5.07 | 11.83 | 3.58 | 9.06 | | 2002 | 2.52 | -12.31 | -15.51 | 3.50 | | 2001 | -32.33 | 13.69 | -22.46 | 8.27 | | 2000 | 21.33 | -3.83 | 10.37 | -35.13 | | 1999 | N/A | N/A | N/A | 56.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 890 | 1818 | 48.95 | | 1-Month | 724 | 1906 | 37.99 | | 3-Month | 1009 | 1904 | 52.99 | | 6-Month | 335 | 1866 | 17.95 | | 1-Year | 684 | 1815 | 37.69 | | 3-Year | 66 | 1537 | 4.29 | | 5-Year | 4 | 1273 | 0.31 |
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0.49% Nasdaq 0.00%
Performance
