|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.93% | | 5-Year Average Return: | 1.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.08% | |
Worst 1-Yr Total Return (2008): | -39.03% | |
Best 3-Yr Total Return (2004-6): | 16.60% | |
Worst 3-Yr Total Return (2006-8): | -8.93% |
|
| 1-Year: | -4.84% | | 3-Year: | -8.01% | | 5-Year: | 1.41% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AWSAX | Category | Diff | Index* | Diff | | Year To Date | 27.93 | 31.75 | -3.82 | 29.91 | -1.98 | | 1-Month | 4.26 | 4.47 | -0.21 | 2.00 | 2.26 | | 3-Month | 6.53 | 7.37 | -0.84 | 4.58 | 1.95 | | 1-Year | 35.28 | 38.36 | -3.08 | 37.72 | -2.44 | | 3-Year | -6.53 | -4.57 | -1.96 | -5.52 | -1.01 | | 5-Year | 1.68 | 3.09 | -1.41 | 4.13 | -2.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.05 | 51.30 | 0.75 | 59.35 | -7.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.64 | -13.15 | 1.51 | -14.95 | 3.31 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AWSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.03 | -41.91 | 2.88 | | 2007 | | | 2.31 | 11.28 | -8.97 | | 2006 | | | 21.08 | 19.72 | 1.36 | | 2005 | | | 11.42 | 11.61 | -0.19 | | 2004 | | | 17.50 | 15.27 | 2.23 | | 2003 | | | 32.15 | 34.49 | -2.34 | | 2002 | | | -8.08 | -19.36 | 11.28 | | 2001 | | | -1.49 | -17.51 | 16.02 | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AWSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.92 | 21.85 | 15.89 | N/A | | 2008 | -12.63 | -0.58 | -13.30 | -19.04 | | 2007 | 1.67 | 3.47 | -2.06 | -0.70 | | 2006 | 8.01 | -0.46 | 6.05 | 6.19 | | 2005 | 3.61 | 0.07 | 4.65 | 2.69 | | 2004 | 3.49 | -1.89 | 6.71 | 8.45 | | 2003 | -2.65 | 12.26 | 5.06 | 15.10 | | 2002 | 1.83 | -4.69 | -12.66 | 8.43 | | 2001 | -13.40 | 9.12 | -9.10 | 14.68 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 473 | 751 | 62.98 | | 1-Month | 249 | 830 | 30.00 | | 3-Month | 418 | 820 | 50.98 | | 6-Month | 488 | 776 | 62.89 | | 1-Year | 412 | 729 | 56.52 | | 3-Year | 306 | 528 | 57.95 | | 5-Year | 225 | 430 | 52.33 |
|
|
|
|
|