ANNUALIZED RETURNS (returns greater than 12 months have been annualized)
|
Q3 2008 |
YTD |
1 YEAR |
3 YEARS |
5 YEARS |
10 YEARS |
INCEPT* |
| CONC ALL CAP GROWTH (GROSS) |
-13.16% |
-26.06% |
-25.20% |
1.89% |
8.81% |
7.10% |
10.71% |
| CONC ALL CAP GROWTH (NET) |
-13.35% |
-26.54% |
-25.85% |
1.03% |
7.90% |
6.19% |
9.78% |
| RUSSELL 3000 GROWTH |
-11.93% |
-19.90% |
-20.60% |
0.15% |
3.96% |
0.89% |
2.15% |
*Inception date: July 1997
CALENDAR YEAR RETURNS
|
TIM Gross |
TIM Net |
Russell 3000 Growth |
Russell 2500 Growth |
| 2007 |
23.34% |
22.31% |
11.40% |
9.69% |
| 2006 |
7.34% |
6.44% |
9.46% |
12.27% |
| 2005 |
20.43% |
19.43% |
5.17% |
8.17% |
| 2004 |
16.19% |
15.22% |
6.92% |
14.59% |
| 2003 |
41.03% |
39.87% |
30.95% |
46.31% |
| 2002 |
-26.86% |
-27.50% |
-28.05% |
-29.08% |
| 2001 |
-23.61% |
-24.27% |
-19.63% |
-10.83% |
| 2000 |
-17.62% |
-18.34% |
-22.42% |
-16.10% |
| 1999 |
55.59% |
54.31% |
33.82% |
55.50% |
| 1998 |
85.64% |
84.14% |
35.04% |
3.09% |