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| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.65% | | 5-Year Average Return: | 4.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 41.70% | |
Worst 1-Yr Total Return (2008): | -39.21% | |
Best 3-Yr Total Return (2005-7): | 13.97% | |
Worst 3-Yr Total Return (2006-8): | -6.88% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOSLX | Category | Diff | Index* | Diff | | Year To Date | -4.65 | -5.06 | 0.41 | -4.41 | -0.24 | | 1-Month | -4.65 | -5.06 | 0.41 | -4.41 | -0.24 | | 3-Month | 1.60 | 0.00 | 1.6 | -1.09 | 2.69 | | 1-Year | 51.91 | 39.71 | 12.2 | 39.68 | 12.23 | | 3-Year | -5.32 | -8.06 | 2.74 | -7.65 | 2.33 | | 5-Year | 4.45 | 2.90 | 1.55 | 2.99 | 1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.60 | 57.56 | 11.04 | 59.35 | 9.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.65 | -15.36 | 8.71 | -14.95 | 8.3 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOSLX | Category | Diff | | 2009 | | | 41.70 | 31.24 | 10.46 | | 2008 | | | -39.21 | -43.99 | 4.78 | | 2007 | | | 4.05 | 12.71 | -8.66 | | 2006 | | | 27.66 | 24.77 | 2.89 | | 2005 | | | 11.44 | 14.72 | -3.28 | | 2004 | | | 17.77 | 17.39 | 0.38 | | 2003 | | | 30.68 | 33.58 | -2.90 | | 2002 | | | -12.44 | -16.69 | 4.25 | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOSLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.70 | 25.54 | 22.65 | 4.23 | | 2008 | -8.32 | -6.21 | -10.17 | -21.30 | | 2007 | 4.19 | 3.95 | -1.31 | -2.65 | | 2006 | 9.54 | 1.24 | 5.98 | 8.62 | | 2005 | 0.00 | -0.45 | 8.49 | 3.19 | | 2004 | 4.07 | 0.60 | -1.29 | 13.97 | | 2003 | -10.60 | 20.67 | 5.42 | 14.91 | | 2002 | 5.34 | -2.03 | -21.17 | 7.62 | | 2001 | N/A | N/A | -17.29 | 8.65 | | 2000 | 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 | 503 | 853 | 58.97 | | 1-Month | 400 | 853 | 46.89 | | 3-Month | 219 | 844 | 25.95 | | 6-Month | 41 | 838 | 4.89 | | 1-Year | 60 | 823 | 7.29 | | 3-Year | 119 | 635 | 18.74 | | 5-Year | 106 | 464 | 22.84 |
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1.52% Nasdaq 0.00%
Performance
