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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.96% | | 5-Year Average Return: | 1.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.11% | |
Worst 1-Yr Total Return (2008): | -48.04% | |
Best 3-Yr Total Return (2004-6): | 17.13% | |
Worst 3-Yr Total Return (2006-8): | -11.27% |
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| 1-Year: | -8.60% | | 3-Year: | -9.66% | | 5-Year: | 1.60% | | 10-Year: | 0.67% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MRIAX | Category | Diff | Index* | Diff | | Year To Date | 21.96 | 24.47 | -2.51 | 27.36 | -5.4 | | 1-Month | -3.56 | -2.54 | -1.02 | -1.25 | -2.31 | | 3-Month | 4.93 | 5.67 | -0.74 | 8.10 | -3.17 | | 1-Year | 22.11 | 25.04 | -2.93 | 27.71 | -5.6 | | 3-Year | -10.00 | -5.94 | -4.06 | -5.22 | -4.78 | | 5-Year | 1.77 | 4.57 | -2.8 | 5.10 | -3.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.99 | 57.09 | -3.1 | 59.35 | -5.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.94 | -14.01 | -8.93 | -14.95 | -7.99 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.04 | -43.99 | -4.05 | | 2007 | | | 8.31 | 12.71 | -4.40 | | 2006 | | | 24.11 | 24.77 | -0.66 | | 2005 | | | 16.39 | 14.72 | 1.67 | | 2004 | | | 11.23 | 17.39 | -6.16 | | 2003 | | | 34.80 | 33.58 | 1.22 | | 2002 | | | -18.30 | -16.69 | -1.61 | | 2001 | | | -22.94 | -21.67 | -1.27 | | 2000 | | | -16.73 | -16.34 | -0.39 | | 1999 | | | 54.40 | 40.28 | 14.12 |
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| PAST QUARTERLY RETURNS (%) FOR
MRIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.23 | 23.27 | 18.24 | N/A | | 2008 | -8.91 | -2.45 | -23.75 | -23.32 | | 2007 | 3.91 | 7.16 | 1.62 | -4.28 | | 2006 | 9.48 | -0.13 | 3.27 | 9.90 | | 2005 | -1.59 | -1.13 | 13.21 | 5.66 | | 2004 | 6.32 | -5.12 | -1.31 | 11.72 | | 2003 | -8.49 | 20.10 | 9.44 | 12.07 | | 2002 | 2.41 | -3.39 | -19.57 | 2.66 | | 2001 | -19.08 | 2.48 | -15.22 | 9.61 | | 2000 | 1.38 | -10.83 | -4.64 | -3.41 | | 1999 | N/A | N/A | N/A | 40.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 554 | 827 | 66.99 | | 1-Month | 680 | 850 | 80.00 | | 3-Month | 694 | 847 | 81.94 | | 6-Month | 754 | 838 | 89.98 | | 1-Year | 436 | 803 | 54.30 | | 3-Year | 463 | 600 | 77.17 | | 5-Year | 356 | 466 | 76.39 |
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