|
Year
|
TFIM Select Value
|
S&P 500 Index
|
Out-Performance
|
|
2000
|
+10.86%
|
-9.10%
|
+19.96%
|
|
2001
|
+2.64%
|
-11.89%
|
+14.53%
|
|
2002
|
+2.03%
|
-22.10%
|
+24.13%
|
|
2003
|
+42.75%
|
+28.69%
|
+14.06%
|
|
2004
|
+15.22%
|
+10.88%
|
+4.34%
|
|
2005
|
+7.77%
|
+4.91%
|
+2.86%
|
|
2006
|
+13.53%
|
+15.79%
|
-2.26%
|
|
2007
|
+22.01%
|
+5.49%
|
+16.52%
|
|
2008
|
-31.46%
|
-37.00%
|
+5.54%
|
|
2009
|
+54.64%
|
+26.46%
|
+28.18%
|
|
Average
|
+14.11%
|
+1.21%
|
+12.90%
|
The Standard & Poor’s 500 Index is a widely-used index, comprised of 500 stocks, that is designed to be a leading indicator of U.S. equities and reflects the risk / return characteristics of the large-cap universe.
Total returns with dividends reinvested for the period 1-01-2000 to 12-31-2009.
Returns shown in US $, net of fees.
