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| Morningstar Return Rating: | Low | | Year to Date Return: | 50.46% | | 5-Year Average Return: | 13.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.25% | |
Worst 1-Yr Total Return (2008): | -59.81% | |
Best 3-Yr Total Return (2005-7): | 40.39% | |
Worst 3-Yr Total Return (2006-8): | -6.42% |
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| 1-Year: | 4.36% | | 3-Year: | -0.13% | | 5-Year: | 13.26% | | 10-Year: | 8.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AEMMX | Category | Diff | Index* | Diff | | Year To Date | 50.46 | 59.14 | -8.68 | 27.36 | 23.1 | | 1-Month | -2.50 | -1.32 | -1.18 | -1.25 | -1.25 | | 3-Month | 7.29 | 7.70 | -0.41 | 8.10 | -0.81 | | 1-Year | 51.49 | 56.66 | -5.17 | 27.71 | 23.78 | | 3-Year | -0.80 | 2.92 | -3.72 | -5.22 | 4.42 | | 5-Year | 13.43 | 14.22 | -0.79 | 5.10 | 8.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.87 | 84.39 | -1.52 | 59.35 | 23.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.95 | -6.80 | -12.15 | -14.95 | -4 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AEMMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -59.81 | -54.44 | -5.37 | | 2007 | | | 43.25 | 36.68 | 6.57 | | 2006 | | | 42.32 | 32.06 | 10.26 | | 2005 | | | 35.74 | 31.54 | 4.20 | | 2004 | | | 13.17 | 23.54 | -10.37 | | 2003 | | | 65.03 | 55.19 | 9.84 | | 2002 | | | -18.97 | -6.05 | -12.92 | | 2001 | | | -8.96 | -3.83 | -5.13 | | 2000 | | | -30.33 | -30.33 | 0.00 | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AEMMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.77 | 31.26 | 23.45 | N/A | | 2008 | -16.16 | 0.33 | -33.41 | -28.25 | | 2007 | 5.46 | 15.03 | 12.41 | 5.05 | | 2006 | 15.92 | -3.82 | 7.33 | 18.93 | | 2005 | 2.56 | 1.22 | 19.03 | 9.84 | | 2004 | 7.01 | -13.42 | 6.05 | 15.19 | | 2003 | -5.49 | 22.02 | 17.29 | 22.01 | | 2002 | 12.65 | -13.10 | -22.01 | 6.13 | | 2001 | -7.25 | 6.44 | -22.25 | 18.61 | | 2000 | 12.89 | -18.02 | -12.85 | -13.62 | | 1999 | N/A | N/A | N/A | 48.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 365 | 78.90 | | 1-Month | 68 | 381 | 17.85 | | 3-Month | 100 | 374 | 26.74 | | 6-Month | 196 | 371 | 52.83 | | 1-Year | 171 | 346 | 49.42 | | 3-Year | 198 | 260 | 76.15 | | 5-Year | 109 | 193 | 56.48 |
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