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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.79% | | 5-Year Average Return: | 3.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.58% | |
Worst 1-Yr Total Return (2008): | -26.45% | |
Best 3-Yr Total Return (2005-7): | 12.54% | |
Worst 3-Yr Total Return (2007-9): | -3.69% |
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| 1-Year: | 12.29% | | 3-Year: | -4.48% | | 5-Year: | 3.92% | | 10-Year: | 1.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MINEX | Category | Diff | Index* | Diff | | Year To Date | -3.79 | -5.06 | 1.27 | -4.41 | 0.62 | | 1-Month | -3.79 | -5.06 | 1.27 | -4.41 | 0.62 | | 3-Month | -1.50 | 0.00 | -1.5 | -1.09 | -0.41 | | 1-Year | 21.71 | 39.71 | -18 | 39.68 | -17.97 | | 3-Year | -5.22 | -8.06 | 2.84 | -7.65 | 2.43 | | 5-Year | 3.75 | 2.90 | 0.85 | 2.99 | 0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.43 | 57.56 | -18.13 | 59.35 | -19.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.54 | -15.36 | 10.82 | -14.95 | 10.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINEX | Category | Diff | | 2009 | | | 17.29 | 31.24 | -13.95 | | 2008 | | | -26.45 | -43.99 | 17.54 | | 2007 | | | 3.55 | 12.71 | -9.16 | | 2006 | | | 29.58 | 24.77 | 4.81 | | 2005 | | | 6.22 | 14.72 | -8.50 | | 2004 | | | 15.74 | 17.39 | -1.65 | | 2003 | | | 31.11 | 33.58 | -2.47 | | 2002 | | | -4.95 | -16.69 | 11.74 | | 2001 | | | -16.34 | -21.67 | 5.33 | | 2000 | | | -21.71 | -16.34 | -5.37 |
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| PAST QUARTERLY RETURNS (%) FOR
MINEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.35 | 16.92 | 16.47 | -0.60 | | 2008 | -7.51 | -3.72 | -11.14 | -7.05 | | 2007 | 3.07 | 3.11 | 0.60 | -3.15 | | 2006 | 8.28 | 1.50 | 6.62 | 10.58 | | 2005 | 1.02 | -2.18 | 5.01 | 2.36 | | 2004 | 2.18 | 0.00 | -1.16 | 14.59 | | 2003 | -5.81 | 17.23 | 4.08 | 14.08 | | 2002 | 2.03 | 3.75 | -12.34 | 2.43 | | 2001 | -14.02 | 0.22 | -9.33 | 7.07 | | 2000 | -3.81 | -7.30 | -10.43 | -1.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 853 | 15.94 | | 1-Month | 170 | 853 | 19.93 | | 3-Month | 430 | 844 | 50.95 | | 6-Month | 670 | 838 | 79.95 | | 1-Year | 692 | 823 | 84.08 | | 3-Year | 107 | 635 | 16.85 | | 5-Year | 127 | 464 | 27.37 |
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1.52% Nasdaq 0.00%
Performance
