|
| Morningstar Return Rating: | Average | | Year to Date Return: | 35.32% | | 5-Year Average Return: | 4.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.78% | |
Worst 1-Yr Total Return (2008): | -47.45% | |
Best 3-Yr Total Return (2004-6): | 17.69% | |
Worst 3-Yr Total Return (2006-8): | -9.12% |
|
| 1-Year: | 6.45% | | 3-Year: | -2.32% | | 5-Year: | 5.79% | | 10-Year: | 1.68% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AIUCX | Category | Diff | Index* | Diff | | Year To Date | 35.32 | 24.47 | 10.85 | 27.36 | 7.96 | | 1-Month | -3.91 | -2.54 | -1.37 | -1.25 | -2.66 | | 3-Month | 5.23 | 5.67 | -0.44 | 8.10 | -2.87 | | 1-Year | 36.15 | 25.04 | 11.11 | 27.71 | 8.44 | | 3-Year | -4.61 | -5.94 | 1.33 | -5.22 | 0.61 | | 5-Year | 4.39 | 4.57 | -0.18 | 5.10 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.06 | 57.09 | 8.97 | 59.35 | 6.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.56 | -14.01 | 0.45 | -14.95 | 1.39 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AIUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.45 | -43.99 | -3.46 | | 2007 | | | 11.76 | 12.71 | -0.95 | | 2006 | | | 27.78 | 24.77 | 3.01 | | 2005 | | | 10.15 | 14.72 | -4.57 | | 2004 | | | 15.81 | 17.39 | -1.58 | | 2003 | | | 31.93 | 33.58 | -1.65 | | 2002 | | | -19.66 | -16.69 | -2.97 | | 2001 | | | -26.05 | -21.67 | -4.38 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AIUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.95 | 29.46 | 20.79 | N/A | | 2008 | -6.01 | -6.03 | -22.02 | -23.71 | | 2007 | 5.43 | 5.03 | 3.81 | -2.78 | | 2006 | 12.09 | -1.53 | 2.74 | 12.68 | | 2005 | -2.23 | -1.19 | 9.41 | 4.21 | | 2004 | 2.46 | -0.30 | -0.40 | 13.82 | | 2003 | -7.22 | 14.70 | 7.41 | 15.42 | | 2002 | 2.15 | -5.36 | -20.00 | 3.89 | | 2001 | -17.79 | -0.77 | -17.92 | 10.44 | | 2000 | N/A | -7.55 | -6.34 | -6.39 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 827 | 6.89 | | 1-Month | 765 | 850 | 90.00 | | 3-Month | 372 | 847 | 43.92 | | 6-Month | 100 | 838 | 11.93 | | 1-Year | 46 | 803 | 5.73 | | 3-Year | 148 | 600 | 24.67 | | 5-Year | 189 | 466 | 40.56 |
|
|
|
|
|
0.22% Nasdaq 
0.06 (0.45%) 
Performance
