ANNUALIZED RETURNS (returns greater than 12 months have been annualized)
|
Q3 2008 |
YTD |
1 YEAR |
3 YEARS |
5 YEARS |
10 YEARS |
INCEPT* |
| SMALL GROWTH (GROSS) |
-4.26% |
-24.78% |
-28.99% |
-4.07% |
2.49% |
7.87% |
9.67% |
| SMALL GROWTH (NET) |
-4.50% |
-25.36% |
-29.72% |
-5.01% |
1.59% |
7.04% |
8.74% |
| RUSSELL 2000 GROWTH |
-6.99% |
-15.29% |
-17.07% |
1.45% |
6.64% |
4.67% |
5.64% |
*Inception date: April 1992
|
TIM Gross |
TIM Net |
Benchmark |
| 2007 |
4.01% |
2.98% |
7.05% |
| 2006 |
11.89% |
10.79% |
13.35% |
| 2005 |
3.25% |
2.51% |
4.15% |
| 2004 |
11.71% |
10.90% |
14.31% |
| 2003 |
35.01% |
34.13% |
48.54% |
| 2002 |
-24.09% |
-24.70% |
-30.26% |
| 2001 |
9.99% |
9.46% |
-9.23% |
| 2000 |
-13.45% |
-13.96% |
-22.44% |
| 1999 |
59.85% |
58.69% |
43.10% |
| 1998 |
6.94% |
5.87% |
1.25% |
| 1997 |
20.84% |
19.68% |
12.95% |
| 1996 |
21.57% |
20.42% |
11.26% |
| 1995 |
29.24% |
28.03% |
31.04% |
| 1994 |
(3.89%) |
(4.88%) |
(32.43%) |