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| Morningstar Return Rating: | Above average | | Year to Date Return: | 39.46% | | 5-Year Average Return: | 10.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.83% | |
Worst 1-Yr Total Return (2008): | -29.71% | |
Best 3-Yr Total Return (2005-7): | 14.95% | |
Worst 3-Yr Total Return (2006-8): | -1.37% |
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| 1-Year: | 22.13% | | 3-Year: | 7.79% | | 5-Year: | 10.61% | | 10-Year: | 2.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NAWCX | Category | Diff | Index* | Diff | | Year To Date | 39.46 | 25.91 | 13.55 | 27.36 | 12.1 | | 1-Month | -1.62 | -2.31 | 0.69 | -1.25 | -0.37 | | 3-Month | 6.60 | 5.52 | 1.08 | 8.10 | -1.5 | | 1-Year | 54.73 | 22.45 | 32.28 | 27.71 | 27.02 | | 3-Year | 5.96 | -5.03 | 10.99 | -5.22 | 11.18 | | 5-Year | 10.00 | 3.41 | 6.59 | 5.10 | 4.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.16 | 50.04 | 10.12 | 59.35 | 0.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.93 | -12.42 | 13.35 | -14.95 | 15.88 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NAWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.71 | -41.91 | 12.20 | | 2007 | | | 13.90 | 11.28 | 2.62 | | 2006 | | | 19.83 | 19.72 | 0.11 | | 2005 | | | 11.29 | 11.61 | -0.32 | | 2004 | | | 8.63 | 15.27 | -6.64 | | 2003 | | | 28.52 | 34.49 | -5.97 | | 2002 | | | -27.42 | -19.36 | -8.06 | | 2001 | | | -28.30 | -17.51 | -10.79 | | 2000 | | | -22.74 | -9.14 | -13.60 | | 1999 | | | 82.35 | 41.13 | 41.22 |
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| PAST QUARTERLY RETURNS (%) FOR
NAWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.41 | 25.90 | 15.37 | N/A | | 2008 | -6.62 | 5.99 | -18.23 | -13.15 | | 2007 | 4.44 | 7.39 | 3.84 | -2.20 | | 2006 | 6.72 | -0.55 | 2.33 | 10.34 | | 2005 | -1.43 | 1.64 | 7.87 | 2.99 | | 2004 | 2.53 | -1.33 | -1.86 | 9.41 | | 2003 | -5.42 | 15.26 | 5.97 | 11.26 | | 2002 | -4.84 | -9.03 | -19.58 | 4.26 | | 2001 | -21.48 | 0.83 | -18.70 | 11.40 | | 2000 | 3.47 | -7.14 | -4.28 | -15.99 | | 1999 | N/A | N/A | N/A | 44.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 69 | 767 | 9.00 | | 1-Month | 270 | 844 | 31.99 | | 3-Month | 49 | 830 | 5.90 | | 6-Month | 125 | 787 | 15.88 | | 1-Year | 10 | 741 | 1.35 | | 3-Year | 12 | 530 | 2.26 | | 5-Year | 4 | 434 | 0.92 |
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