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| Morningstar Return Rating: | Below average | | Year to Date Return: | 69.83% | | 5-Year Average Return: | 12.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 39.29% | |
Worst 1-Yr Total Return (2008): | -54.94% | |
Best 3-Yr Total Return (2005-7): | 30.90% | |
Worst 3-Yr Total Return (2006-8): | -10.14% |
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| 1-Year: | 14.58% | | 3-Year: | 3.06% | | 5-Year: | 14.30% | | 10-Year: | 9.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GEMCX | Category | Diff | Index* | Diff | | Year To Date | 69.83 | 67.76 | 2.07 | 29.91 | 39.92 | | 1-Month | 5.84 | 5.36 | 0.48 | 2.00 | 3.84 | | 3-Month | 14.15 | 13.28 | 0.87 | 4.58 | 9.57 | | 1-Year | 82.34 | 80.33 | 2.01 | 37.72 | 44.62 | | 3-Year | 0.60 | 2.54 | -1.94 | -5.52 | 6.12 | | 5-Year | 12.57 | 13.59 | -1.02 | 4.13 | 8.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 90.57 | 85.38 | 5.19 | 59.35 | 31.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.59 | -8.10 | -5.49 | -14.95 | 1.36 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GEMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.94 | -54.44 | -0.50 | | 2007 | | | 26.93 | 36.68 | -9.75 | | 2006 | | | 26.86 | 32.06 | -5.20 | | 2005 | | | 39.29 | 31.54 | 7.75 | | 2004 | | | 24.32 | 23.54 | 0.78 | | 2003 | | | 49.71 | 55.19 | -5.48 | | 2002 | | | -9.52 | -6.05 | -3.47 | | 2001 | | | -5.85 | -3.83 | -2.02 | | 2000 | | | -27.88 | -30.33 | 2.45 | | 1999 | | | 61.84 | 70.56 | -8.72 |
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| PAST QUARTERLY RETURNS (%) FOR
GEMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.54 | 36.25 | 21.82 | N/A | | 2008 | -10.84 | -0.09 | -28.36 | -29.38 | | 2007 | 2.03 | 11.69 | 10.27 | 1.02 | | 2006 | 13.67 | -7.88 | 3.47 | 17.09 | | 2005 | 3.61 | 4.93 | 20.66 | 6.18 | | 2004 | 12.01 | -11.25 | 5.89 | 18.09 | | 2003 | -9.21 | 23.99 | 16.36 | 14.29 | | 2002 | 11.24 | -9.51 | -17.21 | 8.57 | | 2001 | -8.22 | 4.88 | -21.73 | 24.96 | | 2000 | 3.44 | -9.15 | -10.71 | -14.05 | | 1999 | N/A | N/A | N/A | 29.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 131 | 365 | 35.89 | | 1-Month | 171 | 381 | 44.88 | | 3-Month | 233 | 376 | 61.97 | | 6-Month | 261 | 373 | 69.97 | | 1-Year | 109 | 354 | 30.79 | | 3-Year | 169 | 260 | 65.00 | | 5-Year | 120 | 194 | 61.86 |
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0.03% Nasdaq 
0.57%
Performance
