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| Morningstar Return Rating: | Below average | | Year to Date Return: | 50.92% | | 5-Year Average Return: | 13.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.73% | |
Worst 1-Yr Total Return (2008): | -59.79% | |
Best 3-Yr Total Return (2005-7): | 40.73% | |
Worst 3-Yr Total Return (2006-8): | -6.25% |
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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 | TWMIX | Category | Diff | Index* | Diff | | Year To Date | 50.92 | 59.14 | -8.22 | 27.36 | 23.56 | | 1-Month | -2.44 | -1.32 | -1.12 | -1.25 | -1.19 | | 3-Month | 7.44 | 7.70 | -0.26 | 8.10 | -0.66 | | 1-Year | 51.92 | 56.66 | -4.74 | 27.71 | 24.21 | | 3-Year | -0.61 | 2.92 | -3.53 | -5.22 | 4.61 | | 5-Year | 13.66 | 14.22 | -0.56 | 5.10 | 8.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.97 | 84.39 | -1.42 | 59.35 | 23.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.79 | -6.80 | -11.99 | -14.95 | -3.84 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -59.79 | -54.44 | -5.35 | | 2007 | | | 43.73 | 36.68 | 7.05 | | 2006 | | | 42.59 | 32.06 | 10.53 | | 2005 | | | 35.98 | 31.54 | 4.44 | | 2004 | | | 13.53 | 23.54 | -10.01 | | 2003 | | | 65.62 | 55.19 | 10.43 | | 2002 | | | -18.84 | -6.05 | -12.79 | | 2001 | | | -8.70 | -3.83 | -4.87 | | 2000 | | | -30.14 | -30.33 | 0.19 | | 1999 | | | 106.19 | 70.56 | 35.63 |
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| PAST QUARTERLY RETURNS (%) FOR
TWMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.65 | 31.24 | 23.62 | N/A | | 2008 | -16.12 | 0.42 | -33.40 | -28.32 | | 2007 | 5.57 | 15.14 | 12.50 | 5.11 | | 2006 | 15.91 | -3.76 | 7.44 | 18.97 | | 2005 | 2.68 | 1.20 | 19.02 | 9.95 | | 2004 | 7.09 | -13.41 | 6.16 | 15.33 | | 2003 | -5.44 | 22.12 | 17.62 | 21.94 | | 2002 | 12.79 | -13.20 | -21.85 | 6.08 | | 2001 | -7.64 | 7.13 | -22.32 | 18.78 | | 2000 | 13.02 | -17.97 | -12.50 | -13.88 | | 1999 | N/A | N/A | N/A | 49.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 281 | 365 | 76.99 | | 1-Month | 64 | 381 | 16.80 | | 3-Month | 82 | 374 | 21.93 | | 6-Month | 192 | 371 | 51.75 | | 1-Year | 170 | 346 | 49.13 | | 3-Year | 197 | 260 | 75.77 | | 5-Year | 98 | 193 | 50.78 |
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0.96% Nasdaq 
Performance
