|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.85% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.92% | |
Worst 1-Yr Total Return (2008): | -41.60% | |
Best 3-Yr Total Return (2006-8): | -3.39% | |
Worst 3-Yr Total Return (2006-8): | -3.39% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOUSX | Category | Diff | Index* | Diff | | Year To Date | 28.85 | 34.98 | -6.13 | 29.91 | -1.06 | | 1-Month | 4.59 | 4.27 | 0.32 | 2.00 | 2.59 | | 3-Month | 9.00 | 8.00 | 1 | 4.58 | 4.42 | | 1-Year | 39.31 | 44.78 | -5.47 | 37.72 | 1.59 | | 3-Year | -2.50 | -4.43 | 1.93 | -5.52 | 3.02 | | 5-Year | N/A | 4.67 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.54 | 57.52 | -10.98 | 59.35 | -12.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.27 | -17.65 | 1.38 | -14.95 | -1.32 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.60 | -46.56 | 4.96 | | 2007 | | | 18.84 | 16.26 | 2.58 | | 2006 | | | 29.92 | 23.95 | 5.97 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
MOUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.54 | 22.38 | 15.15 | N/A | | 2008 | -9.26 | 1.51 | -22.10 | -18.61 | | 2007 | 3.66 | 7.57 | 7.31 | -0.68 | | 2006 | 10.69 | -1.04 | 4.84 | 13.13 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 208 | 267 | 77.90 | | 1-Month | 185 | 286 | 64.69 | | 3-Month | 203 | 286 | 70.98 | | 6-Month | 164 | 274 | 59.85 | | 1-Year | 177 | 263 | 67.30 | | 3-Year | 48 | 203 | 23.65 | | 5-Year | | 149 | N/A |
|
|
|
|
|
0.20% Nasdaq 
0.39 (3.49%) 
Performance
