ANNUALIZED RETURNS (returns greater than 12 months have been annualized)
|
Q3 2008 |
YTD |
1 Year |
3 Years |
5 Years |
10 Years |
Inception* |
| DIVERSIFIED EQUITY GROSS |
-8.52% |
-21.11% |
-19.07% |
3.48% |
8.49% |
8.30% |
6.12% |
| DIVERSIFIED EQUITY NET |
-8.70% |
-21.57% |
-19.69% |
2.71% |
7.68% |
7.50% |
5.33% |
| S&P 500 |
-8.37% |
-19.259% |
-21.98% |
0.22% |
5.17% |
3.06% |
2.20% |
| RUSSELL 1000 GROWTH |
-12.33% |
-20.27% |
-20.88% |
0.04% |
3.74% |
0.59% |
0.08% |
*Inception date: April 1998
CALENDAR YEAR RETURNS
|
TIM Gross |
TIM Net |
Russ 1000 Gr |
S&P 500 |
| 2007 |
21.04% |
20.15% |
5.49% |
11.81% |
| 2006 |
10.60% |
9.78% |
9.07% |
15.81% |
| 2005 |
10.31% |
9.49% |
5.27% |
4.91% |
| 2004 |
15.28% |
14.43% |
6.30% |
10.88% |
| 2003 |
30.34% |
29.39% |
29.75% |
28.68% |
| 2002 |
(17.38%) |
(18.01%) |
(27.89%) |
(22.12%) |
| 2001 |
(4.90%) |
(5.62%) |
(20.43%) |
(11.88%) |
| 2000 |
14.09% |
13.25% |
(22.43%) |
(9.11%) |
| 1999 |
10.95% |
10.13% |
33.16% |
21.04% |