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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.28% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.07% | |
Worst 1-Yr Total Return (2008): | -45.94% | |
Best 3-Yr Total Return (2004-6): | 14.14% | |
Worst 3-Yr Total Return (2006-8): | -10.49% |
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| 1-Year: | -13.20% | | 3-Year: | -8.95% | | 5-Year: | 0.86% | | 10-Year: | -2.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FWWAX | Category | Diff | Index* | Diff | | Year To Date | 22.28 | 25.91 | -3.63 | 27.36 | -5.08 | | 1-Month | -1.03 | -2.31 | 1.28 | -1.25 | 0.22 | | 3-Month | 6.50 | 5.52 | 0.98 | 8.10 | -1.6 | | 1-Year | 15.58 | 22.45 | -6.87 | 27.71 | -12.13 | | 3-Year | -8.42 | -5.03 | -3.39 | -5.22 | -3.2 | | 5-Year | 1.16 | 3.41 | -2.25 | 5.10 | -3.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.21 | 50.04 | -4.83 | 59.35 | -14.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.81 | -12.42 | -12.39 | -14.95 | -9.86 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FWWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.94 | -41.91 | -4.03 | | 2007 | | | 11.41 | 11.28 | 0.13 | | 2006 | | | 19.07 | 19.72 | -0.65 | | 2005 | | | 10.84 | 11.61 | -0.77 | | 2004 | | | 12.65 | 15.27 | -2.62 | | 2003 | | | 36.78 | 34.49 | 2.29 | | 2002 | | | -28.95 | -19.36 | -9.59 | | 2001 | | | -25.79 | -17.51 | -8.28 | | 2000 | | | -21.82 | -9.14 | -12.68 | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FWWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.13 | 16.52 | 16.68 | N/A | | 2008 | -11.46 | -0.36 | -17.80 | -25.46 | | 2007 | 2.07 | 6.02 | 4.59 | -1.57 | | 2006 | 7.53 | -1.64 | 4.59 | 7.63 | | 2005 | -0.94 | -0.08 | 7.72 | 3.95 | | 2004 | 2.64 | 0.09 | -2.74 | 12.75 | | 2003 | -3.97 | 17.15 | 5.56 | 15.18 | | 2002 | -2.90 | -13.72 | -20.69 | 6.94 | | 2001 | -18.88 | 2.03 | -17.46 | 8.63 | | 2000 | 3.97 | -7.22 | -6.22 | -13.58 | | 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 | 582 | 767 | 75.88 | | 1-Month | 649 | 844 | 76.90 | | 3-Month | 539 | 830 | 64.94 | | 6-Month | 464 | 787 | 58.96 | | 1-Year | 502 | 741 | 67.75 | | 3-Year | 358 | 530 | 67.55 | | 5-Year | 275 | 434 | 63.36 |
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0.22% Nasdaq 0.00%
Performance
