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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.49% | | 5-Year Average Return: | 5.08% | | 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 (2004-6): | 16.79% | |
Worst 3-Yr Total Return (2006-8): | -0.44% |
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| 1-Year: | 4.68% | | 3-Year: | -0.99% | | 5-Year: | 6.93% | | 10-Year: | 3.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MINEX | Category | Diff | Index* | Diff | | Year To Date | 17.49 | 29.35 | -11.86 | 29.91 | -12.42 | | 1-Month | 2.56 | 3.83 | -1.27 | 2.00 | 0.56 | | 3-Month | 5.16 | 6.09 | -0.93 | 4.58 | 0.58 | | 1-Year | 27.52 | 38.30 | -10.78 | 37.72 | -10.2 | | 3-Year | -2.69 | -5.68 | 2.99 | -5.52 | 2.83 | | 5-Year | 5.08 | 4.12 | 0.96 | 4.13 | 0.95 | | 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 | -15.07 | 10.53 | -14.95 | 10.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 26.59 | 40.28 | -13.69 |
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| PAST QUARTERLY RETURNS (%) FOR
MINEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.35 | 16.92 | 16.47 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 19.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 807 | 824 | 97.94 | | 1-Month | 728 | 847 | 85.95 | | 3-Month | 810 | 844 | 95.97 | | 6-Month | 755 | 839 | 89.99 | | 1-Year | 674 | 817 | 82.50 | | 3-Year | 93 | 612 | 15.20 | | 5-Year | 145 | 462 | 31.39 |
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0.31% Nasdaq 
0.05%
Performance
