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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.54% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.71% | |
Worst 1-Yr Total Return (2008): | -41.80% | |
Best 3-Yr Total Return (2006-8): | -3.61% | |
Worst 3-Yr Total Return (2006-8): | -3.61% |
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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 | MOULX | Category | Diff | Index* | Diff | | Year To Date | 28.54 | 34.98 | -6.44 | 29.91 | -1.37 | | 1-Month | 4.51 | 4.27 | 0.24 | 2.00 | 2.51 | | 3-Month | 8.93 | 8.00 | 0.93 | 4.58 | 4.35 | | 1-Year | 38.91 | 44.78 | -5.87 | 37.72 | 1.19 | | 3-Year | -2.75 | -4.43 | 1.68 | -5.52 | 2.77 | | 5-Year | N/A | 4.67 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.34 | 57.52 | -11.18 | 59.35 | -13.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.54 | -17.65 | 1.11 | -14.95 | -1.59 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOULX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.80 | -46.56 | 4.76 | | 2007 | | | 18.62 | 16.26 | 2.36 | | 2006 | | | 29.71 | 23.95 | 5.76 | | 2005 | | | N/A | 15.23 | N/A | | 2004 | | | N/A | 16.23 | N/A | | 2003 | | | N/A | 33.83 | N/A | | 2002 | | | N/A | -19.15 | N/A | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOULX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.55 | 22.41 | 14.96 | N/A | | 2008 | -9.35 | 1.44 | -22.10 | -18.75 | | 2007 | 3.59 | 7.51 | 7.26 | -0.70 | | 2006 | 10.60 | -1.05 | 4.75 | 13.14 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 210 | 267 | 78.65 | | 1-Month | 188 | 286 | 65.73 | | 3-Month | 214 | 286 | 74.83 | | 6-Month | 175 | 274 | 63.87 | | 1-Year | 179 | 263 | 68.06 | | 3-Year | 61 | 203 | 30.05 | | 5-Year | | 149 | N/A |
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