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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.06% | | 5-Year Average Return: | 3.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.15% | |
Worst 1-Yr Total Return (2008): | -39.72% | |
Best 3-Yr Total Return (2004-6): | 12.96% | |
Worst 3-Yr Total Return (2006-8): | -7.78% |
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| 1-Year: | -0.21% | | 3-Year: | -2.69% | | 5-Year: | 4.33% | | 10-Year: | 2.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MWOBX | Category | Diff | Index* | Diff | | Year To Date | 35.06 | 31.75 | 3.31 | 29.91 | 5.15 | | 1-Month | 4.76 | 4.47 | 0.29 | 2.00 | 2.76 | | 3-Month | 9.16 | 7.37 | 1.79 | 4.58 | 4.58 | | 1-Year | 42.46 | 38.36 | 4.1 | 37.72 | 4.74 | | 3-Year | -2.48 | -4.57 | 2.09 | -5.52 | 3.04 | | 5-Year | 3.77 | 3.09 | 0.68 | 4.13 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.78 | 51.30 | 2.48 | 59.35 | -5.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.42 | -13.15 | -0.27 | -14.95 | 1.53 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.72 | -41.91 | 2.19 | | 2007 | | | 12.01 | 11.28 | 0.73 | | 2006 | | | 16.15 | 19.72 | -3.57 | | 2005 | | | 8.61 | 11.61 | -3.00 | | 2004 | | | 14.26 | 15.27 | -1.01 | | 2003 | | | 33.03 | 34.49 | -1.46 | | 2002 | | | -20.22 | -19.36 | -0.86 | | 2001 | | | -20.78 | -17.51 | -3.27 | | 2000 | | | -14.17 | -9.14 | -5.03 | | 1999 | | | 63.06 | 41.13 | 21.93 |
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| PAST QUARTERLY RETURNS (%) FOR
MWOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.16 | 20.19 | 17.89 | N/A | | 2008 | -9.04 | -0.50 | -16.48 | -20.24 | | 2007 | 1.79 | 7.05 | 2.67 | 0.11 | | 2006 | 6.49 | -2.74 | 3.73 | 8.12 | | 2005 | -2.53 | -0.88 | 7.96 | 4.13 | | 2004 | 2.58 | 0.36 | -2.09 | 13.35 | | 2003 | -4.66 | 16.21 | 5.76 | 13.54 | | 2002 | -0.07 | -9.86 | -15.71 | 5.07 | | 2001 | -16.18 | 4.93 | -19.86 | 12.39 | | 2000 | 8.41 | -9.05 | -3.50 | -9.79 | | 1999 | N/A | N/A | N/A | 44.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 225 | 751 | 29.96 | | 1-Month | 340 | 830 | 40.96 | | 3-Month | 147 | 820 | 17.93 | | 6-Month | 225 | 776 | 28.99 | | 1-Year | 194 | 729 | 26.61 | | 3-Year | 140 | 528 | 26.52 | | 5-Year | 161 | 430 | 37.44 |
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