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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.77% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.04% | |
Worst 1-Yr Total Return (2008): | -42.07% | |
Best 3-Yr Total Return (2006-8): | -4.11% | |
Worst 3-Yr Total Return (2006-8): | -4.11% |
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| 1-Year: | -0.44% | | 3-Year: | -1.50% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOUNX | Category | Diff | Index* | Diff | | Year To Date | 27.77 | 34.98 | -7.21 | 27.36 | 0.41 | | 1-Month | 4.39 | 4.27 | 0.12 | -1.25 | 5.64 | | 3-Month | 8.75 | 8.00 | 0.75 | 8.10 | 0.65 | | 1-Year | 38.03 | 44.78 | -6.75 | 27.71 | 10.32 | | 3-Year | -3.30 | -4.43 | 1.13 | -5.22 | 1.92 | | 5-Year | N/A | 4.67 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.90 | 57.52 | -11.62 | 59.35 | -13.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.06 | -17.65 | 0.59 | -14.95 | -2.11 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOUNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.07 | -46.56 | 4.49 | | 2007 | | | 17.93 | 16.26 | 1.67 | | 2006 | | | 29.04 | 23.95 | 5.09 | | 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
MOUNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.66 | 22.12 | 14.83 | N/A | | 2008 | -9.43 | 1.31 | -22.21 | -18.83 | | 2007 | 3.46 | 7.42 | 7.04 | -0.87 | | 2006 | 10.51 | -1.22 | 4.68 | 12.92 | | 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 | 174 | 286 | 60.84 | | 3-Month | 203 | 286 | 70.98 | | 6-Month | 186 | 274 | 67.88 | | 1-Year | 167 | 263 | 63.50 | | 3-Year | 74 | 203 | 36.45 | | 5-Year | | 149 | N/A |
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0.67% Nasdaq 0.00%
Performance
