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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.92% | | 5-Year Average Return: | 5.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.67% | |
Worst 1-Yr Total Return (2008): | -39.15% | |
Best 3-Yr Total Return (2004-6): | 18.89% | |
Worst 3-Yr Total Return (2006-8): | -6.82% |
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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 | MOSYX | Category | Diff | Index* | Diff | | Year To Date | 37.92 | 29.35 | 8.57 | 29.91 | 8.01 | | 1-Month | 3.66 | 3.83 | -0.17 | 2.00 | 1.66 | | 3-Month | 6.72 | 6.09 | 0.63 | 4.58 | 2.14 | | 1-Year | 47.30 | 38.30 | 9 | 37.72 | 9.58 | | 3-Year | -3.41 | -5.68 | 2.27 | -5.52 | 2.11 | | 5-Year | 5.38 | 4.12 | 1.26 | 4.13 | 1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.68 | 57.56 | 11.12 | 59.35 | 9.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.54 | -15.07 | 8.53 | -14.95 | 8.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.15 | -43.99 | 4.84 | | 2007 | | | 4.14 | 12.71 | -8.57 | | 2006 | | | 27.67 | 24.77 | 2.90 | | 2005 | | | 11.69 | 14.72 | -3.03 | | 2004 | | | 17.84 | 17.39 | 0.45 | | 2003 | | | 30.88 | 33.58 | -2.70 | | 2002 | | | -12.34 | -16.69 | 4.35 | | 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
MOSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.65 | 25.42 | 22.56 | N/A | | 2008 | -8.30 | -6.19 | -10.24 | -21.19 | | 2007 | 4.26 | 3.94 | -1.24 | -2.70 | | 2006 | 9.60 | 1.24 | 5.96 | 8.59 | | 2005 | 0.09 | -0.45 | 8.58 | 3.24 | | 2004 | 4.06 | 0.70 | -1.29 | 13.93 | | 2003 | -10.58 | 20.79 | 5.28 | 15.10 | | 2002 | 5.22 | -1.80 | -21.24 | 7.73 | | 2001 | N/A | N/A | -17.29 | 8.77 | | 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 | 118 | 847 | 13.93 | | 3-Month | 118 | 844 | 13.98 | | 6-Month | 50 | 839 | 5.96 | | 1-Year | 69 | 817 | 8.45 | | 3-Year | 103 | 612 | 16.83 | | 5-Year | 94 | 462 | 20.35 |
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