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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.92% | | 5-Year Average Return: | 12.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 48.07% | |
Worst 1-Yr Total Return (2008): | -52.80% | |
Best 3-Yr Total Return (2004-6): | 42.66% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | 1.08% | | 3-Year: | -4.37% | | 5-Year: | 12.32% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESMAX | Category | Diff | Index* | Diff | | Year To Date | 50.92 | 39.98 | 10.94 | 27.36 | 23.56 | | 1-Month | 0.20 | -1.29 | 1.49 | -1.25 | 1.45 | | 3-Month | 14.02 | 11.09 | 2.93 | 8.10 | 5.92 | | 1-Year | 47.30 | 32.06 | 15.24 | 27.71 | 19.59 | | 3-Year | -4.81 | -5.86 | 1.05 | -5.22 | 0.41 | | 5-Year | 12.50 | 6.04 | 6.46 | 5.10 | 7.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.88 | 66.82 | -0.94 | 59.35 | 6.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.08 | -17.94 | 0.86 | -14.95 | -2.13 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.80 | -49.79 | -3.01 | | 2007 | | | 7.87 | 12.52 | -4.65 | | 2006 | | | 48.07 | 33.56 | 14.51 | | 2005 | | | 36.48 | 15.27 | 21.21 | | 2004 | | | 43.67 | 21.40 | 22.27 | | 2003 | | | 63.96 | 39.00 | 24.96 | | 2002 | | | 2.50 | -13.89 | 16.39 | | 2001 | | | -21.59 | -19.15 | -2.44 | | 2000 | | | N/A | -9.12 | N/A | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ESMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.99 | 30.99 | 19.76 | N/A | | 2008 | -4.59 | -6.51 | -25.49 | -28.98 | | 2007 | 10.89 | 7.42 | -1.48 | -8.08 | | 2006 | 22.97 | 1.54 | -1.74 | 20.68 | | 2005 | 10.21 | 3.21 | 15.88 | 3.53 | | 2004 | 9.29 | 3.87 | 3.65 | 22.09 | | 2003 | -2.04 | 21.75 | 15.70 | 18.82 | | 2002 | 7.23 | 7.91 | -16.83 | 6.50 | | 2001 | -19.08 | -2.43 | -14.92 | 16.72 | | 2000 | N/A | N/A | N/A | -5.57 | | 1999 | 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 | 23 | 116 | 19.83 | | 1-Month | 63 | 127 | 49.61 | | 3-Month | 24 | 122 | 19.67 | | 6-Month | 29 | 121 | 23.97 | | 1-Year | 16 | 114 | 14.04 | | 3-Year | 34 | 100 | 34.00 | | 5-Year | 4 | 94 | 4.26 |
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1.48% Nasdaq 
Performance
