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| Morningstar Return Rating: | | | Year to Date Return: | -5.50% | | 5-Year Average Return: | 9.82% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 122.65% | |
Worst 1-Yr Total Return (2008): | -67.89% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMRIX | Category | Diff | Index* | Diff | | Year To Date | -5.50 | -5.69 | 0.19 | -4.41 | -1.09 | | 1-Month | -5.50 | -5.69 | 0.19 | -4.41 | -1.09 | | 3-Month | 4.04 | 2.78 | 1.26 | -1.09 | 5.13 | | 1-Year | 123.64 | 78.02 | 45.62 | 39.68 | 83.96 | | 3-Year | -3.05 | 0.16 | -3.21 | -7.65 | 4.6 | | 5-Year | 9.82 | 11.75 | -1.93 | 2.99 | 6.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 126.94 | 85.16 | 41.78 | 59.35 | 67.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.16 | -7.44 | -5.72 | -14.95 | 1.79 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMRIX | Category | Diff | | 2009 | | | 122.65 | 73.81 | 48.84 | | 2008 | | | -67.89 | -54.44 | -13.45 | | 2007 | | | N/A | 36.68 | N/A | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EMRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.63 | 59.24 | 25.35 | 9.76 | | 2008 | -18.19 | 0.00 | -36.32 | -38.35 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 394 | 19.80 | | 1-Month | 82 | 394 | 20.81 | | 3-Month | 30 | 387 | 7.75 | | 6-Month | 22 | 378 | 5.82 | | 1-Year | 7 | 368 | 1.90 | | 3-Year | | 263 | N/A | | 5-Year | | 198 | N/A |
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0.54% Nasdaq 
0.18 (1.80%) 
Performance
