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| Morningstar Return Rating: | Average | | Year to Date Return: | 46.54% | | 5-Year Average Return: | 3.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 56.06% | |
Worst 1-Yr Total Return (2008): | -49.95% | |
Best 3-Yr Total Return (2004-6): | 38.54% | |
Worst 3-Yr Total Return (2006-8): | -13.66% |
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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 | MSUAX | Category | Diff | Index* | Diff | | Year To Date | 46.54 | 33.38 | 13.16 | 29.91 | 16.63 | | 1-Month | -0.38 | 2.58 | -2.96 | 2.00 | -2.38 | | 3-Month | 5.13 | 6.33 | -1.2 | 4.58 | 0.55 | | 1-Year | 58.37 | 43.28 | 15.09 | 37.72 | 20.65 | | 3-Year | -13.32 | -12.12 | -1.2 | -5.52 | -7.8 | | 5-Year | 3.11 | 1.63 | 1.48 | 4.13 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 90.32 | 77.55 | 12.77 | 59.35 | 30.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.76 | -16.08 | 1.32 | -14.95 | 0.19 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.95 | -46.63 | -3.32 | | 2007 | | | -17.59 | -7.68 | -9.91 | | 2006 | | | 56.06 | 39.00 | 17.06 | | 2005 | | | 15.52 | 13.40 | 2.12 | | 2004 | | | 47.49 | 35.79 | 11.70 | | 2003 | | | 42.41 | 41.26 | 1.15 | | 2002 | | | 24.52 | 5.60 | 18.92 | | 2001 | | | -7.84 | 7.01 | -14.85 | | 2000 | | | 14.91 | 19.66 | -4.75 | | 1999 | | | -2.36 | -0.11 | -2.25 |
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| PAST QUARTERLY RETURNS (%) FOR
MSUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.06 | 37.88 | 30.18 | N/A | | 2008 | 1.82 | -16.03 | -13.84 | -32.06 | | 2007 | 5.57 | -8.60 | -2.05 | -12.82 | | 2006 | 17.47 | -1.19 | 11.89 | 20.16 | | 2005 | -1.87 | 5.80 | 5.81 | 5.16 | | 2004 | 10.91 | 1.85 | 7.44 | 21.54 | | 2003 | -7.96 | 22.17 | 5.65 | 19.88 | | 2002 | 9.68 | 14.61 | -13.21 | 14.14 | | 2001 | -2.60 | -0.59 | -6.22 | 1.50 | | 2000 | -0.22 | 4.92 | 2.22 | 7.37 | | 1999 | N/A | N/A | N/A | -6.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 151 | 9.93 | | 1-Month | 151 | 159 | 94.97 | | 3-Month | 157 | 159 | 98.74 | | 6-Month | 17 | 155 | 10.97 | | 1-Year | 14 | 149 | 9.40 | | 3-Year | 69 | 83 | 83.13 | | 5-Year | 7 | 26 | 26.92 |
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0.51% Nasdaq 
Performance
