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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.65% | | 5-Year Average Return: | 3.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.50% | |
Worst 1-Yr Total Return (2008): | -43.13% | |
Best 3-Yr Total Return (2005-7): | 16.47% | |
Worst 3-Yr Total Return (2006-8): | -5.78% |
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| 1-Year: | -3.11% | | 3-Year: | -4.62% | | 5-Year: | 4.70% | | 10-Year: | 2.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EUGCX | Category | Diff | Index* | Diff | | Year To Date | 20.65 | 39.98 | -19.33 | 27.36 | -6.71 | | 1-Month | -1.11 | -1.29 | 0.18 | -1.25 | 0.14 | | 3-Month | 8.31 | 11.09 | -2.78 | 8.10 | 0.21 | | 1-Year | 20.37 | 32.06 | -11.69 | 27.71 | -7.34 | | 3-Year | -6.08 | -5.86 | -0.22 | -5.22 | -0.86 | | 5-Year | 3.73 | 6.04 | -2.31 | 5.10 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.93 | 66.82 | -13.89 | 59.35 | -6.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.86 | -17.94 | 0.08 | -14.95 | -2.91 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EUGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.13 | -49.79 | 6.66 | | 2007 | | | 14.45 | 12.52 | 1.93 | | 2006 | | | 28.50 | 33.56 | -5.06 | | 2005 | | | 7.43 | 15.27 | -7.84 | | 2004 | | | 11.66 | 21.40 | -9.74 | | 2003 | | | 28.03 | 39.00 | -10.97 | | 2002 | | | -19.05 | -13.89 | -5.16 | | 2001 | | | -18.45 | -19.15 | 0.70 | | 2000 | | | -5.64 | -9.12 | 3.48 | | 1999 | | | 27.79 | 30.54 | -2.75 |
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| PAST QUARTERLY RETURNS (%) FOR
EUGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.48 | 21.06 | 20.67 | N/A | | 2008 | -10.95 | -3.21 | -17.69 | -19.84 | | 2007 | 3.04 | 8.71 | 0.70 | 1.47 | | 2006 | 9.36 | 1.35 | 6.11 | 9.27 | | 2005 | -0.57 | -2.59 | 7.47 | 3.21 | | 2004 | -0.63 | -0.21 | -1.91 | 14.80 | | 2003 | -10.96 | 19.17 | 2.54 | 17.67 | | 2002 | -0.36 | -4.89 | -21.72 | 9.12 | | 2001 | -15.09 | 0.28 | -12.53 | 9.49 | | 2000 | 2.32 | -2.59 | -8.01 | 2.91 | | 1999 | N/A | N/A | N/A | 24.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 106 | 116 | 91.38 | | 1-Month | 16 | 127 | 12.60 | | 3-Month | 71 | 122 | 58.20 | | 6-Month | 79 | 121 | 65.29 | | 1-Year | 73 | 114 | 64.04 | | 3-Year | 41 | 100 | 41.00 | | 5-Year | 61 | 94 | 64.89 |
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