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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.23% | | 5-Year Average Return: | 8.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 31.80% | |
Worst 1-Yr Total Return (2008): | -43.43% | |
Best 3-Yr Total Return (2004-6): | 25.84% | |
Worst 3-Yr Total Return (2006-8): | -4.20% |
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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 | TWWDX | Category | Diff | Index* | Diff | | Year To Date | 31.23 | 28.50 | 2.73 | 29.91 | 1.32 | | 1-Month | 5.03 | 2.93 | 2.1 | 2.00 | 3.03 | | 3-Month | 8.38 | 4.52 | 3.86 | 4.58 | 3.8 | | 1-Year | 39.29 | 37.87 | 1.42 | 37.72 | 1.57 | | 3-Year | -2.95 | -5.94 | 2.99 | -5.52 | 2.57 | | 5-Year | 8.59 | 3.48 | 5.11 | 4.13 | 4.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.42 | 59.57 | -4.15 | 59.35 | -3.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.72 | -11.44 | -6.28 | -14.95 | -2.77 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWWDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.43 | -42.41 | -1.02 | | 2007 | | | 17.94 | 9.01 | 8.93 | | 2006 | | | 31.80 | 25.98 | 5.82 | | 2005 | | | 25.54 | 13.19 | 12.35 | | 2004 | | | 20.44 | 21.99 | -1.55 | | 2003 | | | 36.30 | 39.07 | -2.77 | | 2002 | | | -11.35 | -12.37 | 1.02 | | 2001 | | | -16.75 | -15.98 | -0.77 | | 2000 | | | -14.65 | -6.76 | -7.89 | | 1999 | | | 26.31 | 30.02 | -3.71 |
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| PAST QUARTERLY RETURNS (%) FOR
TWWDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.18 | 23.11 | 18.70 | N/A | | 2008 | -9.18 | 1.35 | -21.37 | -21.84 | | 2007 | 3.47 | 8.82 | 4.93 | -0.17 | | 2006 | 13.32 | -0.72 | 3.96 | 12.69 | | 2005 | 1.96 | 0.43 | 15.72 | 5.95 | | 2004 | 5.35 | -1.72 | 0.67 | 15.56 | | 2003 | -8.94 | 19.13 | 8.24 | 16.08 | | 2002 | 4.90 | -0.49 | -17.61 | 3.07 | | 2001 | -13.18 | 3.11 | -13.49 | 7.49 | | 2000 | -2.13 | -3.37 | -8.22 | -1.67 | | 1999 | N/A | N/A | N/A | 20.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 108 | 340 | 31.76 | | 1-Month | 70 | 354 | 19.77 | | 3-Month | 10 | 354 | 2.82 | | 6-Month | 49 | 352 | 13.92 | | 1-Year | 92 | 338 | 27.22 | | 3-Year | 35 | 265 | 13.21 | | 5-Year | 2 | 199 | 1.01 |
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