|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.33% | | 5-Year Average Return: | 8.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.30% | |
Worst 1-Yr Total Return (2008): | -32.47% | |
Best 3-Yr Total Return (2004-6): | 22.25% | |
Worst 3-Yr Total Return (2006-8): | 0.24% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEURX | Category | Diff | Index* | Diff | | Year To Date | 19.33 | 45.25 | -25.92 | 29.91 | -10.58 | | 1-Month | 1.22 | 3.69 | -2.47 | 2.00 | -0.78 | | 3-Month | 2.41 | 8.95 | -6.54 | 4.58 | -2.17 | | 1-Year | 20.66 | 49.46 | -28.8 | 37.72 | -17.06 | | 3-Year | -0.53 | -6.05 | 5.52 | -5.52 | 4.99 | | 5-Year | 8.12 | 5.51 | 2.61 | 4.13 | 3.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.45 | 67.09 | -31.64 | 59.35 | -23.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.70 | -18.39 | 10.69 | -14.95 | 7.25 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEURX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.47 | -49.79 | 17.32 | | 2007 | | | 17.15 | 12.52 | 4.63 | | 2006 | | | 27.30 | 33.56 | -6.26 | | 2005 | | | 18.03 | 15.27 | 2.76 | | 2004 | | | 21.58 | 21.40 | 0.18 | | 2003 | | | 32.84 | 39.00 | -6.16 | | 2002 | | | -7.71 | -13.89 | 6.18 | | 2001 | | | -4.74 | -19.15 | 14.41 | | 2000 | | | 14.46 | -9.12 | 23.58 | | 1999 | | | 46.81 | 30.54 | 16.27 |
|
| PAST QUARTERLY RETURNS (%) FOR
MEURX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.87 | 13.04 | 18.68 | N/A | | 2008 | -10.52 | -3.52 | -9.57 | -13.49 | | 2007 | 6.87 | 9.23 | 0.35 | 0.00 | | 2006 | 11.36 | -1.98 | 6.48 | 9.53 | | 2005 | 1.17 | 2.65 | 7.79 | 5.44 | | 2004 | 4.05 | 1.72 | 2.10 | 12.51 | | 2003 | -4.39 | 16.37 | 6.14 | 12.50 | | 2002 | 7.77 | -1.28 | -13.48 | 0.26 | | 2001 | -1.80 | 4.14 | -12.77 | 6.79 | | 2000 | 11.78 | -2.52 | 0.63 | 4.39 | | 1999 | N/A | N/A | N/A | 27.47 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 111 | 116 | 95.69 | | 1-Month | 10 | 128 | 7.81 | | 3-Month | 100 | 126 | 79.37 | | 6-Month | 112 | 121 | 92.56 | | 1-Year | 92 | 114 | 80.70 | | 3-Year | 6 | 100 | 6.00 | | 5-Year | 13 | 94 | 13.83 |
|
|
|
|
|