26.22%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| TEBIX | 26.22 | -40.00 | 2.00 | 20.00 | 8.00 | 14.00 | 28.00 | -11.00 | 5.00 | 13.00 | 16.00 |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 1.18 | 0.54 | -0.62 | 26.22 | 43.45 | -7.53 | 0.95 | 4.88 |
| +/- Index (S&P 500) | - 0.19 | - 1.26 | - 2.02 | + 1.02 | + 1.65 | - 1.93 | + 0.15 | + 5.48 |
| +/- Classification Avg. | - 0.04 | - 0.76 | - 0.10 | - 0.71 | - 6.60 | + 0.25 | + 0.86 | + 1.19 |
| % Rank in Classification | 56 | 94 | 51 | 42 | 57 | 50 | 31 | 25 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Bullfinch Western NY (BWNYX) | 2.90% | ![]() |
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| 2. Auxier Focus Fund;Inv (AUXFX) | 0.47% | ![]() |
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| 3. Bread & Butter Fund (BABFX) | -0.34% | ![]() |
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| 4. Mutual Quest;Z (MQIFX) | -0.39% | ![]() |
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| 5. Mutual Quest;A (TEQIX) | -0.71% | ![]() |
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| 6. Heartland:Sel Val;Inv (HRSVX) | -1.01% | ![]() |
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| 7. First Amer Str:Gro;Y (FSGYX) | -1.15% | ![]() |
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| 8. First Amer Str:Gro;A (FAGSX) | -1.38% | ![]() |
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| 9. Mutual Quest;C (TEMQX) | -1.39% | ![]() |
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| 10. Mutual Quest;B (TEBQX) | -1.39% | ![]() |
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| 142. Mutual Beacon;A (TEBIX) | -7.53% | ![]() |
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| Amount | Date | |
| Dividend | 0.16 | 09/04/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Semiannual | NA |