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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.97% | | 5-Year Average Return: | 5.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.77% | |
Worst 1-Yr Total Return (2008): | -39.09% | |
Best 3-Yr Total Return (2004-6): | 18.98% | |
Worst 3-Yr Total Return (2006-8): | -6.75% |
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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 | MOSSX | Category | Diff | Index* | Diff | | Year To Date | 37.97 | 29.35 | 8.62 | 29.91 | 8.06 | | 1-Month | 3.65 | 3.83 | -0.18 | 2.00 | 1.65 | | 3-Month | 6.86 | 6.09 | 0.77 | 4.58 | 2.28 | | 1-Year | 47.44 | 38.30 | 9.14 | 37.72 | 9.72 | | 3-Year | -3.34 | -5.68 | 2.34 | -5.52 | 2.18 | | 5-Year | 5.45 | 4.12 | 1.33 | 4.13 | 1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.59 | 57.56 | 11.03 | 59.35 | 9.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.48 | -15.07 | 8.59 | -14.95 | 8.47 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.09 | -43.99 | 4.90 | | 2007 | | | 4.20 | 12.71 | -8.51 | | 2006 | | | 27.77 | 24.77 | 3.00 | | 2005 | | | 11.73 | 14.72 | -2.99 | | 2004 | | | 17.98 | 17.39 | 0.59 | | 2003 | | | 30.87 | 33.58 | -2.71 | | 2002 | | | -12.23 | -16.69 | 4.46 | | 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
MOSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.81 | 25.60 | 22.67 | N/A | | 2008 | -8.28 | -6.27 | -10.12 | -21.18 | | 2007 | 4.33 | 3.93 | -1.31 | -2.62 | | 2006 | 9.58 | 1.32 | 5.94 | 8.62 | | 2005 | 0.09 | -0.45 | 8.67 | 3.19 | | 2004 | 4.16 | 0.70 | -1.29 | 13.95 | | 2003 | -10.57 | 20.76 | 5.40 | 14.98 | | 2002 | 5.34 | -1.80 | -21.22 | 7.71 | | 2001 | N/A | N/A | -17.18 | 8.63 | | 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 | 82 | 824 | 9.95 | | 1-Month | 110 | 847 | 12.99 | | 3-Month | 126 | 844 | 14.93 | | 6-Month | 50 | 839 | 5.96 | | 1-Year | 66 | 817 | 8.08 | | 3-Year | 101 | 612 | 16.50 | | 5-Year | 90 | 462 | 19.48 |
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0.51% Nasdaq 
Performance
