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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.90% | | 5-Year Average Return: | 5.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.72% | |
Worst 1-Yr Total Return (2008): | -38.34% | |
Best 3-Yr Total Return (2004-6): | 19.97% | |
Worst 3-Yr Total Return (2006-8): | -5.84% |
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| 1-Year: | -1.46% | | 3-Year: | -3.34% | | 5-Year: | 6.16% | | 10-Year: | 2.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MINBX | Category | Diff | Index* | Diff | | Year To Date | 19.90 | 24.47 | -4.57 | 27.36 | -7.46 | | 1-Month | -2.98 | -2.54 | -0.44 | -1.25 | -1.73 | | 3-Month | 6.32 | 5.67 | 0.65 | 8.10 | -1.78 | | 1-Year | 21.91 | 25.04 | -3.13 | 27.71 | -5.8 | | 3-Year | -4.68 | -5.94 | 1.26 | -5.22 | 0.54 | | 5-Year | 5.23 | 4.57 | 0.66 | 5.10 | 0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.12 | 57.09 | -3.97 | 59.35 | -6.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.60 | -14.01 | 1.41 | -14.95 | 2.35 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.34 | -43.99 | 5.65 | | 2007 | | | 10.32 | 12.71 | -2.39 | | 2006 | | | 22.72 | 24.77 | -2.05 | | 2005 | | | 15.81 | 14.72 | 1.09 | | 2004 | | | 21.50 | 17.39 | 4.11 | | 2003 | | | 35.82 | 33.58 | 2.24 | | 2002 | | | -8.57 | -16.69 | 8.12 | | 2001 | | | -18.14 | -21.67 | 3.53 | | 2000 | | | -17.54 | -16.34 | -1.20 | | 1999 | | | 18.88 | 40.28 | -21.40 |
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| PAST QUARTERLY RETURNS (%) FOR
MINBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.00 | 21.14 | 18.63 | N/A | | 2008 | -8.75 | -3.43 | -16.05 | -16.65 | | 2007 | 1.75 | 5.44 | 1.45 | 1.36 | | 2006 | 9.57 | -1.64 | 3.26 | 10.26 | | 2005 | 1.12 | -1.20 | 11.67 | 3.80 | | 2004 | 4.93 | -1.80 | 2.95 | 14.54 | | 2003 | -7.82 | 18.98 | 7.65 | 15.04 | | 2002 | 4.94 | -1.12 | -17.79 | 7.17 | | 2001 | -11.38 | 1.68 | -16.59 | 8.92 | | 2000 | -6.14 | -3.36 | -6.96 | -2.29 | | 1999 | N/A | N/A | N/A | 7.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 661 | 827 | 79.93 | | 1-Month | 595 | 850 | 70.00 | | 3-Month | 415 | 847 | 49.00 | | 6-Month | 695 | 838 | 82.94 | | 1-Year | 429 | 803 | 53.42 | | 3-Year | 169 | 600 | 28.17 | | 5-Year | 158 | 466 | 33.91 |
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0.22% Nasdaq 
Performance
