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| Morningstar Return Rating: | High | | Year to Date Return: | 18.14% | | 5-Year Average Return: | 7.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.43% | |
Worst 1-Yr Total Return (2008): | -26.55% | |
Best 3-Yr Total Return (2004-6): | 19.46% | |
Worst 3-Yr Total Return (2006-8): | 0.30% |
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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 | MDISX | Category | Diff | Index* | Diff | | Year To Date | 18.14 | 31.75 | -13.61 | 29.91 | -11.77 | | 1-Month | 0.68 | 4.47 | -3.79 | 2.00 | -1.32 | | 3-Month | 3.21 | 7.37 | -4.16 | 4.58 | -1.37 | | 1-Year | 19.39 | 38.36 | -18.97 | 37.72 | -18.33 | | 3-Year | -0.11 | -4.57 | 4.46 | -5.52 | 5.41 | | 5-Year | 7.44 | 3.09 | 4.35 | 4.13 | 3.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.58 | 51.30 | -28.72 | 59.35 | -36.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.41 | -13.15 | 7.74 | -14.95 | 9.54 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.55 | -41.91 | 15.36 | | 2007 | | | 11.32 | 11.28 | 0.04 | | 2006 | | | 23.43 | 19.72 | 3.71 | | 2005 | | | 15.70 | 11.61 | 4.09 | | 2004 | | | 19.39 | 15.27 | 4.12 | | 2003 | | | 31.55 | 34.49 | -2.94 | | 2002 | | | -9.06 | -19.36 | 10.30 | | 2001 | | | 1.26 | -17.51 | 18.77 | | 2000 | | | 12.59 | -9.14 | 21.73 | | 1999 | | | 26.80 | 41.13 | -14.33 |
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| PAST QUARTERLY RETURNS (%) FOR
MDISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.77 | 9.71 | 9.46 | N/A | | 2008 | -7.46 | -2.60 | -7.16 | -12.24 | | 2007 | 5.06 | 7.46 | -0.76 | -0.64 | | 2006 | 9.94 | -1.48 | 4.62 | 8.93 | | 2005 | 1.11 | 3.53 | 6.74 | 3.54 | | 2004 | 4.09 | 0.12 | 2.32 | 11.97 | | 2003 | -3.90 | 15.65 | 4.82 | 12.92 | | 2002 | 4.67 | -3.77 | -10.60 | 1.00 | | 2001 | 0.00 | 6.51 | -9.60 | 5.17 | | 2000 | 7.20 | -0.25 | 3.23 | 1.99 | | 1999 | N/A | N/A | N/A | 14.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 690 | 751 | 91.88 | | 1-Month | 373 | 830 | 44.94 | | 3-Month | 647 | 820 | 78.90 | | 6-Month | 760 | 776 | 97.94 | | 1-Year | 588 | 729 | 80.66 | | 3-Year | 57 | 528 | 10.80 | | 5-Year | 13 | 430 | 3.02 |
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0.26% Nasdaq 0.00%
Performance
