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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.26% | | 5-Year Average Return: | 4.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.29% | |
Worst 1-Yr Total Return (2008): | -39.09% | |
Best 3-Yr Total Return (2004-6): | 14.10% | |
Worst 3-Yr Total Return (2006-8): | -6.85% |
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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 | MWOIX | Category | Diff | Index* | Diff | | Year To Date | 36.26 | 31.75 | 4.51 | 29.91 | 6.35 | | 1-Month | 4.83 | 4.47 | 0.36 | 2.00 | 2.83 | | 3-Month | 9.38 | 7.37 | 2.01 | 4.58 | 4.8 | | 1-Year | 43.91 | 38.36 | 5.55 | 37.72 | 6.19 | | 3-Year | -1.50 | -4.57 | 3.07 | -5.52 | 4.02 | | 5-Year | 4.82 | 3.09 | 1.73 | 4.13 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.73 | 51.30 | 3.43 | 59.35 | -4.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.53 | -13.15 | 0.62 | -14.95 | 2.42 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.09 | -41.91 | 2.82 | | 2007 | | | 13.13 | 11.28 | 1.85 | | 2006 | | | 17.29 | 19.72 | -2.43 | | 2005 | | | 9.76 | 11.61 | -1.85 | | 2004 | | | 15.39 | 15.27 | 0.12 | | 2003 | | | 34.43 | 34.49 | -0.06 | | 2002 | | | -19.43 | -19.36 | -0.07 | | 2001 | | | -20.10 | -17.51 | -2.59 | | 2000 | | | -13.27 | -9.14 | -4.13 | | 1999 | | | 64.78 | 41.13 | 23.65 |
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| PAST QUARTERLY RETURNS (%) FOR
MWOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.96 | 20.52 | 18.18 | N/A | | 2008 | -8.78 | -0.27 | -16.31 | -20.01 | | 2007 | 2.06 | 7.29 | 2.93 | 0.38 | | 2006 | 6.74 | -2.49 | 3.96 | 8.39 | | 2005 | -2.26 | -0.67 | 8.29 | 4.40 | | 2004 | 2.85 | 0.56 | -1.74 | 13.54 | | 2003 | -4.45 | 16.58 | 6.03 | 13.81 | | 2002 | 0.25 | -9.66 | -15.49 | 5.26 | | 2001 | -16.08 | 5.21 | -19.69 | 12.69 | | 2000 | 8.70 | -8.83 | -3.27 | -9.52 | | 1999 | N/A | N/A | N/A | 44.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 751 | 26.90 | | 1-Month | 315 | 830 | 37.95 | | 3-Month | 123 | 820 | 15.00 | | 6-Month | 155 | 776 | 19.97 | | 1-Year | 176 | 729 | 24.14 | | 3-Year | 102 | 528 | 19.32 | | 5-Year | 123 | 430 | 28.60 |
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