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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.88% | | 5-Year Average Return: | 0.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 26.67% | |
Worst 1-Yr Total Return (2008): | -48.04% | |
Best 3-Yr Total Return (2005-7): | 16.09% | |
Worst 3-Yr Total Return (2006-8): | -11.27% |
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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 | MRISX | Category | Diff | Index* | Diff | | Year To Date | -3.88 | -5.06 | 1.18 | -4.41 | 0.53 | | 1-Month | -3.88 | -5.06 | 1.18 | -4.41 | 0.53 | | 3-Month | -0.17 | 0.00 | -0.17 | -1.09 | 0.92 | | 1-Year | 35.43 | 39.71 | -4.28 | 39.68 | -4.25 | | 3-Year | -12.16 | -8.06 | -4.1 | -7.65 | -4.51 | | 5-Year | 0.29 | 2.90 | -2.61 | 2.99 | -2.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.99 | 57.56 | -3.57 | 59.35 | -5.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.94 | -15.36 | -7.58 | -14.95 | -7.99 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRISX | Category | Diff | | 2009 | | | 26.67 | 31.24 | -4.57 | | 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 | | | 34.83 | 33.58 | 1.25 | | 2002 | | | -18.38 | -16.69 | -1.69 | | 2001 | | | -22.87 | -21.67 | -1.20 | | 2000 | | | -16.78 | -16.34 | -0.44 |
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| PAST QUARTERLY RETURNS (%) FOR
MRISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.23 | 23.27 | 18.24 | 0.16 | | 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 | -8.37 | 20.08 | 9.43 | 11.98 | | 2002 | 2.31 | -3.39 | -19.47 | 2.54 | | 2001 | -19.08 | 2.48 | -15.13 | 9.60 | | 2000 | 1.38 | -10.88 | -4.64 | -3.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 853 | 15.94 | | 1-Month | 196 | 853 | 22.98 | | 3-Month | 405 | 844 | 47.99 | | 6-Month | 603 | 838 | 71.96 | | 1-Year | 518 | 823 | 62.94 | | 3-Year | 495 | 635 | 77.95 | | 5-Year | 353 | 464 | 76.08 |
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1.52% Nasdaq 
Performance
