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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.57% | | 5-Year Average Return: | 6.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 30.45% | |
Worst 1-Yr Total Return (2008): | -25.62% | |
Best 3-Yr Total Return (2004-6): | 17.66% | |
Worst 3-Yr Total Return (2006-8): | 0.41% |
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| 1-Year: | 4.80% | | 3-Year: | -1.15% | | 5-Year: | 6.95% | | 10-Year: | 3.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSEAX | Category | Diff | Index* | Diff | | Year To Date | 15.57 | 24.47 | -8.9 | 27.36 | -11.79 | | 1-Month | -2.85 | -2.54 | -0.31 | -1.25 | -1.6 | | 3-Month | 6.34 | 5.67 | 0.67 | 8.10 | -1.76 | | 1-Year | 21.57 | 25.04 | -3.47 | 27.71 | -6.14 | | 3-Year | -1.63 | -5.94 | 4.31 | -5.22 | 3.59 | | 5-Year | 6.87 | 4.57 | 2.3 | 5.10 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.42 | 57.09 | -16.67 | 59.35 | -18.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.57 | -14.01 | 10.44 | -14.95 | 11.38 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.62 | -43.99 | 18.37 | | 2007 | | | 4.34 | 12.71 | -8.37 | | 2006 | | | 30.45 | 24.77 | 5.68 | | 2005 | | | 7.03 | 14.72 | -7.69 | | 2004 | | | 16.68 | 17.39 | -0.71 | | 2003 | | | 32.08 | 33.58 | -1.50 | | 2002 | | | -4.17 | -16.69 | 12.52 | | 2001 | | | -15.70 | -21.67 | 5.97 | | 2000 | | | -21.32 | -16.34 | -4.98 | | 1999 | | | 27.54 | 40.28 | -12.74 |
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| PAST QUARTERLY RETURNS (%) FOR
MSEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.11 | 17.26 | 16.76 | N/A | | 2008 | -7.28 | -3.47 | -10.86 | -6.78 | | 2007 | 3.33 | 3.22 | 0.85 | -3.00 | | 2006 | 8.47 | 1.70 | 6.81 | 10.72 | | 2005 | 1.20 | -2.01 | 5.16 | 2.62 | | 2004 | 2.37 | 0.26 | -1.03 | 14.86 | | 2003 | -5.61 | 17.48 | 4.34 | 14.16 | | 2002 | 2.31 | 3.86 | -12.09 | 2.59 | | 2001 | -13.84 | 0.42 | -9.16 | 7.26 | | 2000 | -3.61 | -7.22 | -10.21 | -2.02 | | 1999 | N/A | N/A | N/A | 19.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 793 | 827 | 95.89 | | 1-Month | 561 | 850 | 66.00 | | 3-Month | 542 | 847 | 63.99 | | 6-Month | 712 | 838 | 84.96 | | 1-Year | 456 | 803 | 56.79 | | 3-Year | 64 | 600 | 10.67 | | 5-Year | 80 | 466 | 17.17 |
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0.22% Nasdaq 
0.04 (0.31%) 
Performance
