|
| Morningstar Return Rating: | High | | Year to Date Return: | 28.21% | | 5-Year Average Return: | 8.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.59% | |
Worst 1-Yr Total Return (2008): | -33.01% | |
Best 3-Yr Total Return (2005-7): | 16.48% | |
Worst 3-Yr Total Return (2006-8): | -3.41% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USTFX | Category | Diff | Index* | Diff | | Year To Date | 28.21 | 44.15 | -15.94 | 17.05 | 11.16 | | 1-Month | -3.71 | -3.44 | -0.27 | -1.86 | -1.85 | | 3-Month | 1.91 | 4.68 | -2.77 | 5.48 | -3.57 | | 1-Year | 27.44 | 31.89 | -4.45 | 9.80 | 17.64 | | 3-Year | 2.87 | -1.81 | 4.68 | -7.02 | 9.89 | | 5-Year | 8.18 | 2.63 | 5.55 | 0.33 | 7.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.23 | 57.15 | -11.92 | 45.76 | -0.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.07 | -10.30 | 5.23 | -18.25 | 13.18 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USTFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.01 | -45.33 | 12.32 | | 2007 | | | 24.59 | 16.12 | 8.47 | | 2006 | | | 7.98 | 7.08 | 0.90 | | 2005 | | | 17.47 | 5.76 | 11.71 | | 2004 | | | 16.72 | 4.24 | 12.48 | | 2003 | | | 32.52 | 55.77 | -23.25 | | 2002 | | | -26.46 | -42.86 | 16.40 | | 2001 | | | -13.11 | -36.89 | 23.78 | | 2000 | | | -13.80 | -31.36 | 17.56 | | 1999 | | | 103.72 | 129.22 | -25.50 |
|
| PAST QUARTERLY RETURNS (%) FOR
USTFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.83 | 14.82 | 13.87 | N/A | | 2008 | -9.33 | 2.50 | -12.03 | -18.07 | | 2007 | 4.75 | 8.15 | 7.31 | 2.49 | | 2006 | 5.89 | -5.07 | 4.22 | 3.07 | | 2005 | -2.70 | 6.88 | 7.69 | 4.89 | | 2004 | 3.58 | 2.73 | -4.49 | 14.85 | | 2003 | -1.29 | 10.20 | 7.01 | 13.84 | | 2002 | -6.67 | -15.31 | -9.37 | 2.66 | | 2001 | -19.78 | 6.12 | -12.29 | 16.37 | | 2000 | 18.55 | -17.46 | 1.86 | -13.52 | | 1999 | N/A | N/A | N/A | 61.87 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 200 | 220 | 90.91 | | 1-Month | 194 | 234 | 82.91 | | 3-Month | 191 | 228 | 83.77 | | 6-Month | 177 | 222 | 79.73 | | 1-Year | 144 | 212 | 67.92 | | 3-Year | 9 | 203 | 4.43 | | 5-Year | 6 | 190 | 3.16 |
|
|
|
|
|
0.05% Nasdaq 
Performance
