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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.60% | | 5-Year Average Return: | 4.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.80% | |
Worst 1-Yr Total Return (2008): | -42.55% | |
Best 3-Yr Total Return (2005-7): | 17.62% | |
Worst 3-Yr Total Return (2006-8): | -4.84% |
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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 | EUGDX | Category | Diff | Index* | Diff | | Year To Date | 21.60 | 39.98 | -18.38 | 27.36 | -5.76 | | 1-Month | -1.03 | -1.29 | 0.26 | -1.25 | 0.22 | | 3-Month | 8.55 | 11.09 | -2.54 | 8.10 | 0.45 | | 1-Year | 21.57 | 32.06 | -10.49 | 27.71 | -6.14 | | 3-Year | -5.15 | -5.86 | 0.71 | -5.22 | 0.07 | | 5-Year | 4.77 | 6.04 | -1.27 | 5.10 | -0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.76 | 66.82 | -13.06 | 59.35 | -5.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.03 | -17.94 | 0.91 | -14.95 | -2.08 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EUGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.55 | -49.79 | 7.24 | | 2007 | | | 15.57 | 12.52 | 3.05 | | 2006 | | | 29.80 | 33.56 | -3.76 | | 2005 | | | 8.48 | 15.27 | -6.79 | | 2004 | | | 12.79 | 21.40 | -8.61 | | 2003 | | | 29.27 | 39.00 | -9.73 | | 2002 | | | -18.29 | -13.89 | -4.40 | | 2001 | | | -17.59 | -19.15 | 1.56 | | 2000 | | | -4.62 | -9.12 | 4.50 | | 1999 | | | 28.83 | 30.54 | -1.71 |
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| PAST QUARTERLY RETURNS (%) FOR
EUGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.30 | 21.46 | 20.86 | N/A | | 2008 | -10.74 | -3.02 | -17.43 | -19.63 | | 2007 | 3.31 | 8.95 | 0.92 | 1.75 | | 2006 | 9.59 | 1.61 | 6.38 | 9.58 | | 2005 | -0.35 | -2.36 | 7.80 | 3.43 | | 2004 | -0.39 | 0.00 | -1.65 | 15.14 | | 2003 | -10.77 | 19.43 | 2.76 | 18.04 | | 2002 | -0.28 | -4.69 | -21.49 | 9.49 | | 2001 | -14.91 | 0.52 | -12.29 | 9.84 | | 2000 | 2.64 | -2.35 | -7.81 | 3.22 | | 1999 | N/A | N/A | N/A | 25.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 116 | 80.17 | | 1-Month | 11 | 127 | 8.66 | | 3-Month | 63 | 122 | 51.64 | | 6-Month | 68 | 121 | 56.20 | | 1-Year | 60 | 114 | 52.63 | | 3-Year | 26 | 100 | 26.00 | | 5-Year | 48 | 94 | 51.06 |
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