|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.21% | | 5-Year Average Return: | 5.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.18% | |
Worst 1-Yr Total Return (2008): | -34.08% | |
Best 3-Yr Total Return (2004-6): | 16.48% | |
Worst 3-Yr Total Return (2006-8): | -3.73% |
|
| 1-Year: | -4.34% | | 3-Year: | -3.42% | | 5-Year: | 4.82% | | 10-Year: | 4.04% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MWEFX | Category | Diff | Index* | Diff | | Year To Date | 28.21 | 31.75 | -3.54 | 29.91 | -1.7 | | 1-Month | 5.22 | 4.47 | 0.75 | 2.00 | 3.22 | | 3-Month | 8.15 | 7.37 | 0.78 | 4.58 | 3.57 | | 1-Year | 34.48 | 38.36 | -3.88 | 37.72 | -3.24 | | 3-Year | -2.10 | -4.57 | 2.47 | -5.52 | 3.42 | | 5-Year | 5.10 | 3.09 | 2.01 | 4.13 | 0.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.07 | 51.30 | 1.77 | 59.35 | -6.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.60 | -13.15 | 1.55 | -14.95 | 3.35 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.08 | -41.91 | 7.83 | | 2007 | | | 9.01 | 11.28 | -2.27 | | 2006 | | | 24.18 | 19.72 | 4.46 | | 2005 | | | 7.45 | 11.61 | -4.16 | | 2004 | | | 18.45 | 15.27 | 3.18 | | 2003 | | | 27.47 | 34.49 | -7.02 | | 2002 | | | -11.47 | -19.36 | 7.89 | | 2001 | | | -10.12 | -17.51 | 7.39 | | 2000 | | | -7.47 | -9.14 | 1.67 | | 1999 | | | 20.92 | 41.13 | -20.21 |
|
| PAST QUARTERLY RETURNS (%) FOR
MWEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.00 | 18.83 | 18.71 | N/A | | 2008 | -5.36 | -4.24 | -11.04 | -18.24 | | 2007 | 1.84 | 5.57 | 2.37 | -0.97 | | 2006 | 7.30 | 1.69 | 6.20 | 7.16 | | 2005 | -1.07 | -1.65 | 7.19 | 3.03 | | 2004 | 3.81 | 2.13 | -0.98 | 12.82 | | 2003 | -6.36 | 15.57 | 3.33 | 14.00 | | 2002 | 1.43 | -4.76 | -13.91 | 6.45 | | 2001 | -10.55 | 3.68 | -11.12 | 9.03 | | 2000 | 2.64 | -1.81 | -5.32 | -3.03 | | 1999 | N/A | N/A | N/A | 19.11 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 398 | 751 | 53.00 | | 1-Month | 116 | 830 | 13.98 | | 3-Month | 180 | 820 | 21.95 | | 6-Month | 85 | 776 | 10.95 | | 1-Year | 300 | 729 | 41.15 | | 3-Year | 117 | 528 | 22.16 | | 5-Year | 100 | 430 | 23.26 |
|
|
|
|
|