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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.31% | | 5-Year Average Return: | 2.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.42% | |
Worst 1-Yr Total Return (2008): | -40.90% | |
Best 3-Yr Total Return (2004-6): | 17.86% | |
Worst 3-Yr Total Return (2006-8): | -8.76% |
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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 | MIINX | Category | Diff | Index* | Diff | | Year To Date | 27.31 | 28.50 | -1.19 | 29.91 | -2.6 | | 1-Month | 2.86 | 2.93 | -0.07 | 2.00 | 0.86 | | 3-Month | 4.21 | 4.52 | -0.31 | 4.58 | -0.37 | | 1-Year | 35.49 | 37.87 | -2.38 | 37.72 | -2.23 | | 3-Year | -6.95 | -5.94 | -1.01 | -5.52 | -1.43 | | 5-Year | 2.22 | 3.48 | -1.26 | 4.13 | -1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.60 | 59.57 | -2.97 | 59.35 | -2.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.11 | -11.44 | 1.33 | -14.95 | 4.84 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.90 | -42.41 | 1.51 | | 2007 | | | 4.13 | 9.01 | -4.88 | | 2006 | | | 23.42 | 25.98 | -2.56 | | 2005 | | | 10.88 | 13.19 | -2.31 | | 2004 | | | 19.65 | 21.99 | -2.34 | | 2003 | | | 39.31 | 39.07 | 0.24 | | 2002 | | | -10.84 | -12.37 | 1.53 | | 2001 | | | N/A | -15.98 | N/A | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.40 | 23.63 | 19.22 | N/A | | 2008 | -10.88 | -2.77 | -16.93 | -17.89 | | 2007 | 2.20 | 5.46 | -1.05 | -2.36 | | 2006 | 8.71 | 0.79 | 3.75 | 8.58 | | 2005 | 0.25 | -2.21 | 8.35 | 4.39 | | 2004 | 5.19 | 2.73 | -2.60 | 13.67 | | 2003 | -10.29 | 21.75 | 11.20 | 14.70 | | 2002 | 4.96 | 2.53 | -20.43 | 4.13 | | 2001 | N/A | N/A | N/A | 6.87 | | 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 | 180 | 340 | 52.94 | | 1-Month | 123 | 354 | 34.75 | | 3-Month | 159 | 354 | 44.92 | | 6-Month | 161 | 352 | 45.74 | | 1-Year | 178 | 338 | 52.66 | | 3-Year | 171 | 265 | 64.53 | | 5-Year | 136 | 199 | 68.34 |
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