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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.61% | | 5-Year Average Return: | 5.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.38% | |
Worst 1-Yr Total Return (2008): | -39.25% | |
Best 3-Yr Total Return (2004-6): | 18.51% | |
Worst 3-Yr Total Return (2006-8): | -7.07% |
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| 1-Year: | 0.53% | | 3-Year: | -4.42% | | 5-Year: | 5.33% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOSAX | Category | Diff | Index* | Diff | | Year To Date | 37.61 | 29.35 | 8.26 | 29.91 | 7.7 | | 1-Month | 3.70 | 3.83 | -0.13 | 2.00 | 1.7 | | 3-Month | 6.80 | 6.09 | 0.71 | 4.58 | 2.22 | | 1-Year | 46.98 | 38.30 | 8.68 | 37.72 | 9.26 | | 3-Year | -3.66 | -5.68 | 2.02 | -5.52 | 1.86 | | 5-Year | 5.07 | 4.12 | 0.95 | 4.13 | 0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.17 | 57.56 | 10.61 | 59.35 | 8.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.79 | -15.07 | 8.28 | -14.95 | 8.16 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.25 | -43.99 | 4.74 | | 2007 | | | 3.71 | 12.71 | -9.00 | | 2006 | | | 27.38 | 24.77 | 2.61 | | 2005 | | | 11.17 | 14.72 | -3.55 | | 2004 | | | 17.53 | 17.39 | 0.14 | | 2003 | | | 30.27 | 33.58 | -3.31 | | 2002 | | | -12.66 | -16.69 | 4.03 | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.75 | 25.18 | 22.63 | N/A | | 2008 | -8.30 | -6.35 | -10.16 | -21.26 | | 2007 | 4.14 | 3.83 | -1.32 | -2.80 | | 2006 | 9.50 | 1.17 | 5.93 | 8.55 | | 2005 | 0.00 | -0.64 | 8.52 | 3.10 | | 2004 | 4.08 | 0.50 | -1.30 | 13.84 | | 2003 | -10.63 | 20.58 | 5.31 | 14.79 | | 2002 | 5.23 | -2.03 | -21.34 | 7.71 | | 2001 | N/A | N/A | -17.31 | 8.66 | | 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 | 90 | 824 | 10.92 | | 1-Month | 143 | 847 | 16.88 | | 3-Month | 135 | 844 | 16.00 | | 6-Month | 50 | 839 | 5.96 | | 1-Year | 76 | 817 | 9.30 | | 3-Year | 115 | 612 | 18.79 | | 5-Year | 112 | 462 | 24.24 |
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0.51% Nasdaq 
Performance
