|
Year
|
TFIM US Mid-Cap Value
|
Russell Mid Cap Value Index
|
Out-Performance
|
|
2000
|
+10.30% | +19.18% | -8.88% |
|
2001
|
+2.17% | +2.33% | -0.16% |
|
2002
|
+1.55% | -9.64% | +11.19% |
|
2003
|
+42.06% | +38.07% | +3.99% |
|
2004
|
+14.62% | +23.71% | -9.09% |
|
2005
|
+7.17% | +12.65% | -5.48% |
|
2006
|
+12.98% | +20.22% | -7.24% |
|
2007
|
+21.40% | -1.42% | +22.82% |
|
2008
|
-31.83% | -38.44% | +6.61% |
|
2009
|
+63.28%
|
+34.20%
|
+29.08% |
|
2010
|
+24.59%
|
+24.75%
|
-0.16% |
|
2011
|
+1.61%
|
-1.38%
|
+2.99% |
|
Average
|
+14.16%
|
+10.35%
|
+3.81% |
The Russell Mid Cap Value Index is an unmanaged index that measures the performance of those Russell Mid Cap Index companies with lower price-to-book ratios and lower forecasted growth values.
Total returns with dividends reinvested for period 1-01-2000 to 12-31-2011.
Returns shown in US $, net of fees.