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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.39% | | 5-Year Average Return: | 7.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.78% | |
Worst 1-Yr Total Return (2008): | -43.14% | |
Best 3-Yr Total Return (2004-6): | 19.95% | |
Worst 3-Yr Total Return (2006-8): | -6.11% |
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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 | MYIEX | Category | Diff | Index* | Diff | | Year To Date | 33.39 | 29.71 | 3.68 | 27.36 | 6.03 | | 1-Month | -2.00 | -2.08 | 0.08 | -1.25 | -0.75 | | 3-Month | 8.31 | 5.76 | 2.55 | 8.10 | 0.21 | | 1-Year | 33.08 | 29.01 | 4.07 | 27.71 | 5.37 | | 3-Year | -2.05 | -4.76 | 2.71 | -5.22 | 3.17 | | 5-Year | 7.56 | 5.03 | 2.53 | 5.10 | 2.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.71 | 55.24 | 2.47 | 59.35 | -1.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.13 | -18.07 | 5.94 | -14.95 | 2.82 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MYIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.14 | -46.56 | 3.42 | | 2007 | | | 13.02 | 16.26 | -3.24 | | 2006 | | | 28.78 | 23.95 | 4.83 | | 2005 | | | 14.64 | 15.23 | -0.59 | | 2004 | | | 16.91 | 16.23 | 0.68 | | 2003 | | | 50.60 | 33.83 | 16.77 | | 2002 | | | -29.82 | -19.15 | -10.67 | | 2001 | | | -24.10 | -24.05 | -0.05 | | 2000 | | | -8.97 | -21.04 | 12.07 | | 1999 | | | 57.08 | 49.56 | 7.52 |
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| PAST QUARTERLY RETURNS (%) FOR
MYIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.72 | 22.60 | 20.31 | N/A | | 2008 | -9.37 | -2.68 | -18.94 | -20.47 | | 2007 | 3.81 | 6.86 | 3.94 | -1.97 | | 2006 | 10.17 | -2.67 | 5.48 | 13.85 | | 2005 | -1.89 | -0.55 | 12.28 | 4.65 | | 2004 | 4.30 | -2.51 | -1.33 | 16.52 | | 2003 | -14.44 | 34.31 | 9.97 | 19.17 | | 2002 | 0.44 | -7.48 | -29.41 | 7.00 | | 2001 | -12.85 | 1.13 | -26.24 | 16.75 | | 2000 | 17.52 | -9.29 | -4.82 | -10.29 | | 1999 | N/A | N/A | N/A | 39.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 75 | 268 | 27.99 | | 1-Month | 200 | 287 | 69.69 | | 3-Month | 88 | 284 | 30.99 | | 6-Month | 96 | 275 | 34.91 | | 1-Year | 70 | 268 | 26.12 | | 3-Year | 26 | 202 | 12.87 | | 5-Year | 11 | 153 | 7.19 |
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1.23% Nasdaq 
Performance
