|
Year
|
TFIM Small-Cap Opportunity
|
Russell 2000 Value Index
|
Out-Performance
|
|
2000
|
+14.32% | +22.83% | -8.51% |
|
2001
|
+3.50% | +14.02% | -10.52% |
|
2002
|
+4.97% | -11.42% | +16.38% |
|
2003
|
+54.62% | +46.02% | +8.60% |
|
2004
|
+17.46% | +22.25% | -4.79% |
|
2005
|
+14.28 | +4.70% | +9.58% |
|
2006
|
+15.85 | +23.48% | -7.62% |
|
2007
|
+1.52% | -9.77% | +11.29% |
|
2008
|
-36.15% | -28.93% | -7.23% |
|
2009
|
+73.56%
|
+20.57%
|
+52.99% |
|
Average
|
+15.80%
|
+10.48%
|
+5.42% |
The Russell 2000 Value Index is a widely-used index, comprised of 2000 stocks, that is designed to be a leading indicator of U.S. small-cap value equities and reflects the risk/return characteristics of the U.S. small-cap equity universe.
Total returns with dividends reinvested for period 1-01-2000 to 12-31-2009.
Returns shown in US $, net of fees.
