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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.04% | | 5-Year Average Return: | 3.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.13% | |
Worst 1-Yr Total Return (2008): | -39.71% | |
Best 3-Yr Total Return (2004-6): | 12.97% | |
Worst 3-Yr Total Return (2006-8): | -7.79% |
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| 1-Year: | 2.77% | | 3-Year: | -1.72% | | 5-Year: | 4.67% | | 10-Year: | 2.80% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MWOCX | Category | Diff | Index* | Diff | | Year To Date | 35.04 | 31.75 | 3.29 | 29.91 | 5.13 | | 1-Month | 4.71 | 4.47 | 0.24 | 2.00 | 2.71 | | 3-Month | 9.09 | 7.37 | 1.72 | 4.58 | 4.51 | | 1-Year | 42.41 | 38.36 | 4.05 | 37.72 | 4.69 | | 3-Year | -2.49 | -4.57 | 2.08 | -5.52 | 3.03 | | 5-Year | 3.77 | 3.09 | 0.68 | 4.13 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.70 | 51.30 | 2.4 | 59.35 | -5.65 | | 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 | | MWOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.71 | -41.91 | 2.20 | | 2007 | | | 11.97 | 11.28 | 0.69 | | 2006 | | | 16.13 | 19.72 | -3.59 | | 2005 | | | 8.63 | 11.61 | -2.98 | | 2004 | | | 14.27 | 15.27 | -1.00 | | 2003 | | | 33.00 | 34.49 | -1.49 | | 2002 | | | -20.21 | -19.36 | -0.85 | | 2001 | | | -20.80 | -17.51 | -3.29 | | 2000 | | | -14.19 | -9.14 | -5.05 | | 1999 | | | 63.08 | 41.13 | 21.95 |
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| PAST QUARTERLY RETURNS (%) FOR
MWOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.18 | 20.26 | 17.83 | N/A | | 2008 | -8.98 | -0.55 | -16.48 | -20.24 | | 2007 | 1.81 | 7.04 | 2.65 | 0.09 | | 2006 | 6.50 | -2.77 | 3.76 | 8.08 | | 2005 | -2.55 | -0.89 | 8.04 | 4.11 | | 2004 | 2.61 | 0.30 | -2.05 | 13.35 | | 2003 | -4.70 | 16.28 | 5.73 | 13.52 | | 2002 | 0.00 | -9.87 | -15.78 | 5.12 | | 2001 | -16.16 | 4.91 | -19.92 | 12.44 | | 2000 | 8.42 | -9.06 | -3.52 | -9.79 | | 1999 | N/A | N/A | N/A | 44.38 |
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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 | 356 | 830 | 42.89 | | 3-Month | 155 | 820 | 18.90 | | 6-Month | 225 | 776 | 28.99 | | 1-Year | 196 | 729 | 26.89 | | 3-Year | 141 | 528 | 26.70 | | 5-Year | 160 | 430 | 37.21 |
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