ANNUALIZED RETURNS (returns greater than 12 months have been annualized)
|
Q3 2008 |
YTD |
1 YEAR |
3 YEARS |
5 YEARS |
INCEPT* |
| SMALL MID VALUE GROSS |
-21.68% |
-18.28% |
-18.92% |
5.72% |
14.39% |
13.32% |
| SMALL MID VALUE NET |
-21.89% |
-18.91% |
-19.74% |
4.67% |
13.26% |
12.20% |
| RUSSELL 2500 VALUE |
-1.22% |
-9.48% |
-15.79% |
0.60% |
9.00% |
9.92% |
*Inception date: January 2000
CALENDAR YEAR RETURNS
|
TIM Gross |
TIM Net |
Benchmark |
| 2007 |
24.24% |
23.02% |
-7.27% |
| 2006 |
17.24% |
16.09% |
20.18% |
| 2005 |
13.43% |
12.31% |
7.74% |
| 2004 |
25.80% |
24.57% |
21.57% |
| 2003 |
34.52% |
33.21% |
44.91% |
| 2002 |
-8.86% |
-9.78% |
-9.87% |
| 2001 |
11.70% |
10.60% |
9.74% |
| 2000 |
28.27% |
27.01% |
20.79% |