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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.42% | | 5-Year Average Return: | 5.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.68% | |
Worst 1-Yr Total Return (2008): | -37.90% | |
Best 3-Yr Total Return (2004-6): | 20.85% | |
Worst 3-Yr Total Return (2006-8): | -5.15% |
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| 1-Year: | -2.22% | | 3-Year: | -3.70% | | 5-Year: | 6.02% | | 10-Year: | 2.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MINAX | Category | Diff | Index* | Diff | | Year To Date | 24.42 | 29.35 | -4.93 | 29.91 | -5.49 | | 1-Month | 3.02 | 3.83 | -0.81 | 2.00 | 1.02 | | 3-Month | 5.24 | 6.09 | -0.85 | 4.58 | 0.66 | | 1-Year | 33.79 | 38.30 | -4.51 | 37.72 | -3.93 | | 3-Year | -4.05 | -5.68 | 1.63 | -5.52 | 1.47 | | 5-Year | 5.23 | 4.12 | 1.11 | 4.13 | 1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.83 | 57.56 | -3.73 | 59.35 | -5.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.99 | -15.07 | 3.08 | -14.95 | 2.96 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.90 | -43.99 | 6.09 | | 2007 | | | 11.12 | 12.71 | -1.59 | | 2006 | | | 23.68 | 24.77 | -1.09 | | 2005 | | | 16.65 | 14.72 | 1.93 | | 2004 | | | 22.34 | 17.39 | 4.95 | | 2003 | | | 37.03 | 33.58 | 3.45 | | 2002 | | | -7.90 | -16.69 | 8.79 | | 2001 | | | -17.59 | -21.67 | 4.08 | | 2000 | | | -16.92 | -16.34 | -0.58 | | 1999 | | | 19.77 | 40.28 | -20.51 |
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| PAST QUARTERLY RETURNS (%) FOR
MINAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.85 | 21.44 | 18.82 | N/A | | 2008 | -8.58 | -3.31 | -15.82 | -16.54 | | 2007 | 1.94 | 5.57 | 1.68 | 1.55 | | 2006 | 9.80 | -1.49 | 3.50 | 10.47 | | 2005 | 1.29 | -1.02 | 11.88 | 4.00 | | 2004 | 5.09 | -1.68 | 3.12 | 14.82 | | 2003 | -7.62 | 19.39 | 7.67 | 15.39 | | 2002 | 5.15 | -0.86 | -17.55 | 7.16 | | 2001 | -11.21 | 1.90 | -16.55 | 9.14 | | 2000 | -5.95 | -3.17 | -6.83 | -2.09 | | 1999 | N/A | N/A | N/A | 7.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 642 | 824 | 77.91 | | 1-Month | 584 | 847 | 68.95 | | 3-Month | 548 | 844 | 64.93 | | 6-Month | 604 | 839 | 71.99 | | 1-Year | 491 | 817 | 60.10 | | 3-Year | 152 | 612 | 24.84 | | 5-Year | 119 | 462 | 25.76 |
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0.51% Nasdaq 
Performance
