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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.53% | | 5-Year Average Return: | 0.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.76% | |
Worst 1-Yr Total Return (2008): | -51.90% | |
Best 3-Yr Total Return (2005-7): | 15.27% | |
Worst 3-Yr Total Return (2006-8): | -10.21% |
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| 1-Year: | -12.74% | | 3-Year: | -5.16% | | 5-Year: | 1.66% | | 10-Year: | 0.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMIAX | Category | Diff | Index* | Diff | | Year To Date | 31.53 | 31.75 | -0.22 | 29.91 | 1.62 | | 1-Month | 4.56 | 4.47 | 0.09 | 2.00 | 2.56 | | 3-Month | 5.28 | 7.37 | -2.09 | 4.58 | 0.7 | | 1-Year | 38.04 | 38.36 | -0.32 | 37.72 | 0.32 | | 3-Year | -7.04 | -4.57 | -2.47 | -5.52 | -1.52 | | 5-Year | 0.21 | 3.09 | -2.88 | 4.13 | -3.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.85 | 51.30 | 3.55 | 59.35 | -4.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.34 | -13.15 | -17.19 | -14.95 | -15.39 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.90 | -41.91 | -9.99 | | 2007 | | | 25.76 | 11.28 | 14.48 | | 2006 | | | 19.67 | 19.72 | -0.05 | | 2005 | | | 1.77 | 11.61 | -9.84 | | 2004 | | | 12.10 | 15.27 | -3.17 | | 2003 | | | 28.34 | 34.49 | -6.15 | | 2002 | | | -21.58 | -19.36 | -2.22 | | 2001 | | | -21.43 | -17.51 | -3.92 | | 2000 | | | -17.79 | -9.14 | -8.65 | | 1999 | | | 82.55 | 41.13 | 41.42 |
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| PAST QUARTERLY RETURNS (%) FOR
EMIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 22.47 | 19.67 | N/A | | 2008 | -12.20 | 10.09 | -28.83 | -30.08 | | 2007 | 3.16 | 10.85 | 7.39 | 2.41 | | 2006 | 9.55 | -4.53 | 2.31 | 11.83 | | 2005 | -5.11 | -0.67 | 6.03 | 1.83 | | 2004 | 2.76 | 0.55 | -5.07 | 14.29 | | 2003 | -7.45 | 18.55 | 4.55 | 11.88 | | 2002 | 0.93 | -12.63 | -14.62 | 4.16 | | 2001 | -16.84 | 1.82 | -17.78 | 12.86 | | 2000 | 9.63 | -9.45 | -6.51 | -11.41 | | 1999 | N/A | N/A | N/A | 42.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 292 | 751 | 38.88 | | 1-Month | 489 | 830 | 58.92 | | 3-Month | 705 | 820 | 85.98 | | 6-Month | 481 | 776 | 61.98 | | 1-Year | 219 | 729 | 30.04 | | 3-Year | 304 | 528 | 57.58 | | 5-Year | 297 | 430 | 69.07 |
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