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| Morningstar Return Rating: | Below average | | Year to Date Return: | 50.42% | | 5-Year Average Return: | 7.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 29.69% | |
Worst 1-Yr Total Return (2008): | -58.07% | |
Best 3-Yr Total Return (2005-7): | 26.11% | |
Worst 3-Yr Total Return (2006-8): | -13.44% |
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| 1-Year: | 1.15% | | 3-Year: | -3.36% | | 5-Year: | 7.86% | | 10-Year: | 10.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMEMX | Category | Diff | Index* | Diff | | Year To Date | 50.42 | 59.14 | -8.72 | 27.36 | 23.06 | | 1-Month | -1.66 | -1.32 | -0.34 | -1.25 | -0.41 | | 3-Month | 5.42 | 7.70 | -2.28 | 8.10 | -2.68 | | 1-Year | 49.72 | 56.66 | -6.94 | 27.71 | 22.01 | | 3-Year | -4.44 | 2.92 | -7.36 | -5.22 | 0.78 | | 5-Year | 7.33 | 14.22 | -6.89 | 5.10 | 2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.13 | 84.39 | -14.26 | 59.35 | 10.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.06 | -6.80 | -13.26 | -14.95 | -5.11 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.07 | -54.44 | -3.63 | | 2007 | | | 23.68 | 36.68 | -13.00 | | 2006 | | | 25.03 | 32.06 | -7.03 | | 2005 | | | 29.69 | 31.54 | -1.85 | | 2004 | | | 23.23 | 23.54 | -0.31 | | 2003 | | | 45.16 | 55.19 | -10.03 | | 2002 | | | 4.30 | -6.05 | 10.35 | | 2001 | | | -0.28 | -3.83 | 3.55 | | 2000 | | | -26.05 | -30.33 | 4.28 | | 1999 | | | 81.78 | 70.56 | 11.22 |
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| PAST QUARTERLY RETURNS (%) FOR
EMEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.32 | 29.02 | 17.02 | N/A | | 2008 | -13.80 | -1.38 | -28.92 | -30.61 | | 2007 | 1.54 | 10.03 | 8.21 | 2.30 | | 2006 | 10.39 | -6.35 | 3.28 | 17.09 | | 2005 | 0.73 | 3.68 | 21.15 | 2.50 | | 2004 | 5.86 | -9.21 | 11.56 | 14.93 | | 2003 | -5.29 | 18.54 | 10.45 | 17.05 | | 2002 | 13.27 | -1.32 | -11.20 | 5.08 | | 2001 | -4.66 | 6.74 | -18.04 | 19.55 | | 2000 | 4.82 | -10.98 | -9.75 | -12.19 | | 1999 | N/A | N/A | N/A | 51.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 317 | 365 | 86.85 | | 1-Month | 148 | 381 | 38.85 | | 3-Month | 205 | 374 | 54.81 | | 6-Month | 322 | 371 | 86.79 | | 1-Year | 263 | 346 | 76.01 | | 3-Year | 215 | 260 | 82.69 | | 5-Year | 164 | 193 | 84.97 |
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