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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.32% | | 5-Year Average Return: | 4.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.49% | |
Worst 1-Yr Total Return (2008): | -42.67% | |
Best 3-Yr Total Return (2005-7): | 17.38% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
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| 1-Year: | -6.65% | | 3-Year: | -5.59% | | 5-Year: | 4.38% | | 10-Year: | 2.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EUGAX | Category | Diff | Index* | Diff | | Year To Date | 21.32 | 39.98 | -18.66 | 27.36 | -6.04 | | 1-Month | -1.07 | -1.29 | 0.22 | -1.25 | 0.18 | | 3-Month | 8.47 | 11.09 | -2.62 | 8.10 | 0.37 | | 1-Year | 21.25 | 32.06 | -10.81 | 27.71 | -6.46 | | 3-Year | -5.37 | -5.86 | 0.49 | -5.22 | -0.15 | | 5-Year | 4.53 | 6.04 | -1.51 | 5.10 | -0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.63 | 66.82 | -13.19 | 59.35 | -5.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.28 | -17.94 | 0.66 | -14.95 | -2.33 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EUGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.67 | -49.79 | 7.12 | | 2007 | | | 15.34 | 12.52 | 2.82 | | 2006 | | | 29.49 | 33.56 | -4.07 | | 2005 | | | 8.27 | 15.27 | -7.00 | | 2004 | | | 12.46 | 21.40 | -8.94 | | 2003 | | | 28.97 | 39.00 | -10.03 | | 2002 | | | -18.43 | -13.89 | -4.54 | | 2001 | | | -17.78 | -19.15 | 1.37 | | 2000 | | | -4.90 | -9.12 | 4.22 | | 1999 | | | 28.67 | 30.54 | -1.87 |
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| PAST QUARTERLY RETURNS (%) FOR
EUGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.34 | 21.29 | 20.85 | N/A | | 2008 | -10.79 | -3.02 | -17.52 | -19.66 | | 2007 | 3.32 | 8.88 | 0.87 | 1.65 | | 2006 | 9.53 | 1.55 | 6.28 | 9.54 | | 2005 | -0.36 | -2.43 | 7.72 | 3.39 | | 2004 | -0.47 | 0.00 | -1.77 | 15.03 | | 2003 | -10.82 | 19.42 | 2.68 | 17.94 | | 2002 | -0.28 | -4.67 | -21.55 | 9.38 | | 2001 | -14.85 | 0.40 | -12.29 | 9.65 | | 2000 | 2.55 | -2.40 | -7.83 | 3.09 | | 1999 | N/A | N/A | N/A | 25.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 116 | 85.34 | | 1-Month | 8 | 127 | 6.30 | | 3-Month | 64 | 122 | 52.46 | | 6-Month | 70 | 121 | 57.85 | | 1-Year | 63 | 114 | 55.26 | | 3-Year | 32 | 100 | 32.00 | | 5-Year | 52 | 94 | 55.32 |
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