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| Morningstar Return Rating: | Average | | Year to Date Return: | 3.54% | | 5-Year Average Return: | 4.08% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.35% | |
Worst 1-Yr Total Return (2004): | 0.66% | |
Best 3-Yr Total Return (2006-8): | 5.01% | |
Worst 3-Yr Total Return (2004-6): | 2.09% |
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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 | TWUSX | Category | Diff | Index* | Diff | | Year To Date | 3.54 | 4.17 | -0.63 | 7.61 | -4.07 | | 1-Month | 0.63 | 0.70 | -0.07 | 1.29 | -0.66 | | 3-Month | 1.10 | 1.51 | -0.41 | 2.86 | -1.76 | | 1-Year | 5.02 | 5.67 | -0.65 | 11.63 | -6.61 | | 3-Year | 4.84 | 5.00 | -0.16 | 6.40 | -1.56 | | 5-Year | 4.08 | 4.03 | 0.05 | 5.49 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.38 | 3.01 | -0.63 | 7.06 | -4.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.16 | 5.22 | -1.06 | 7.94 | -3.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.71 | 4.80 | -0.09 | | 2007 | | | 6.35 | 5.87 | 0.48 | | 2006 | | | 3.98 | 3.67 | 0.31 | | 2005 | | | 1.67 | 1.26 | 0.41 | | 2004 | | | 0.66 | 1.46 | -0.80 | | 2003 | | | 1.11 | 1.45 | -0.34 | | 2002 | | | 5.26 | 6.85 | -1.59 | | 2001 | | | 7.10 | 7.26 | -0.16 | | 2000 | | | 7.66 | 8.30 | -0.64 | | 1999 | | | 1.89 | 1.49 | 0.40 |
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| PAST QUARTERLY RETURNS (%) FOR
TWUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.01 | 0.78 | 0.85 | N/A | | 2008 | 2.53 | -0.10 | 0.67 | 1.54 | | 2007 | 1.43 | 0.51 | 2.34 | 1.95 | | 2006 | 0.45 | 0.62 | 1.97 | 0.89 | | 2005 | -0.11 | 1.15 | 0.02 | 0.61 | | 2004 | 0.72 | -1.10 | 0.69 | 0.35 | | 2003 | 0.43 | 0.43 | 0.19 | 0.05 | | 2002 | 0.12 | 2.19 | 1.94 | 0.93 | | 2001 | 2.46 | 1.04 | 3.10 | 0.34 | | 2000 | 1.06 | 1.59 | 2.22 | 2.59 | | 1999 | N/A | N/A | N/A | 0.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 83 | 158 | 52.53 | | 1-Month | 45 | 162 | 27.78 | | 3-Month | 118 | 162 | 72.84 | | 6-Month | 114 | 161 | 70.81 | | 1-Year | 61 | 156 | 39.10 | | 3-Year | 72 | 149 | 48.32 | | 5-Year | 55 | 144 | 38.19 |
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0.11% Nasdaq 0.00%
0.01 (0.10%) 
Performance
