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| Morningstar Return Rating: | | | Year to Date Return: | 51.94% | | 5-Year Average Return: | 14.05% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 11.00% | | 3-Year: | 2.00% | | 5-Year: | 14.61% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FINAX | Category | Diff | Index* | Diff | | Year To Date | 51.94 | 45.86 | 6.08 | 29.91 | 22.03 | | 1-Month | 1.44 | 3.32 | -1.88 | 2.00 | -0.56 | | 3-Month | 9.07 | 8.08 | 0.99 | 4.58 | 4.49 | | 1-Year | 65.01 | 56.85 | 8.16 | 37.72 | 27.29 | | 3-Year | 2.74 | -5.58 | 8.32 | -5.52 | 8.26 | | 5-Year | 14.05 | 6.68 | 7.37 | 4.13 | 9.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.94 | 65.72 | -1.78 | 59.35 | 4.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.38 | -12.65 | 14.03 | -14.95 | 16.33 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FINAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -49.02 | N/A | | 2007 | | | N/A | 12.03 | N/A | | 2006 | | | N/A | 26.79 | N/A | | 2005 | | | N/A | 24.86 | N/A | | 2004 | | | N/A | 24.38 | N/A | | 2003 | | | N/A | 54.17 | N/A | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FINAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.40 | 32.65 | 17.38 | N/A | | 2008 | N/A | N/A | -14.55 | -20.05 | | 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 | | 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 | 26 | 130 | 20.00 | | 1-Month | 119 | 133 | 89.47 | | 3-Month | 67 | 133 | 50.38 | | 6-Month | 21 | 133 | 15.79 | | 1-Year | 34 | 129 | 26.36 | | 3-Year | | 103 | N/A | | 5-Year | | 78 | N/A |
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0.02% Nasdaq 
0.72%
Performance
