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| Morningstar Return Rating: | Average | | Year to Date Return: | 65.55% | | 5-Year Average Return: | 13.99% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.84% | |
Worst 1-Yr Total Return (2008): | -56.84% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | MSRIX | Category | Diff | Index* | Diff | | Year To Date | 65.55 | 67.76 | -2.21 | 29.91 | 35.64 | | 1-Month | 6.27 | 5.36 | 0.91 | 2.00 | 4.27 | | 3-Month | 13.95 | 13.28 | 0.67 | 4.58 | 9.37 | | 1-Year | 77.29 | 80.33 | -3.04 | 37.72 | 39.57 | | 3-Year | 2.32 | 2.54 | -0.22 | -5.52 | 7.84 | | 5-Year | 13.99 | 13.59 | 0.4 | 4.13 | 9.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 85.43 | 85.38 | 0.05 | 59.35 | 26.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.22 | -8.10 | -7.12 | -14.95 | -0.27 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.84 | -54.44 | -2.40 | | 2007 | | | 40.84 | 36.68 | 4.16 | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.69 | 36.01 | 20.47 | N/A | | 2008 | -14.04 | -1.72 | -26.55 | -30.44 | | 2007 | 2.45 | 14.25 | 14.49 | 5.10 | | 2006 | N/A | N/A | 5.79 | 19.62 | | 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 | 208 | 365 | 56.99 | | 1-Month | 217 | 381 | 56.96 | | 3-Month | 135 | 376 | 35.90 | | 6-Month | 96 | 373 | 25.74 | | 1-Year | 184 | 354 | 51.98 | | 3-Year | 140 | 260 | 53.85 | | 5-Year | | 194 | N/A |
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0.51% Nasdaq 
Performance
