|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.87% | | 5-Year Average Return: | 11.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.61% | |
Worst 1-Yr Total Return (2008): | -29.13% | |
Best 3-Yr Total Return (2005-7): | 15.69% | |
Worst 3-Yr Total Return (2006-8): | -0.67% |
|
| 1-Year: | 16.97% | | 3-Year: | 6.44% | | 5-Year: | 10.08% | | 10-Year: | 2.14% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NAWGX | Category | Diff | Index* | Diff | | Year To Date | 50.87 | 31.75 | 19.12 | 29.91 | 20.96 | | 1-Month | 7.54 | 4.47 | 3.07 | 2.00 | 5.54 | | 3-Month | 12.42 | 7.37 | 5.05 | 4.58 | 7.84 | | 1-Year | 70.67 | 38.36 | 32.31 | 37.72 | 32.95 | | 3-Year | 7.05 | -4.57 | 11.62 | -5.52 | 12.57 | | 5-Year | 11.34 | 3.09 | 8.25 | 4.13 | 7.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.86 | 51.30 | 9.56 | 59.35 | 1.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.74 | -13.15 | 14.89 | -14.95 | 16.69 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NAWGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.13 | -41.91 | 12.78 | | 2007 | | | 14.64 | 11.28 | 3.36 | | 2006 | | | 20.61 | 19.72 | 0.89 | | 2005 | | | 11.98 | 11.61 | 0.37 | | 2004 | | | 9.37 | 15.27 | -5.90 | | 2003 | | | 29.40 | 34.49 | -5.09 | | 2002 | | | -26.97 | -19.36 | -7.61 | | 2001 | | | -27.81 | -17.51 | -10.30 | | 2000 | | | -22.26 | -9.14 | -13.12 | | 1999 | | | 83.52 | 41.13 | 42.39 |
|
| PAST QUARTERLY RETURNS (%) FOR
NAWGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.24 | 26.13 | 15.60 | N/A | | 2008 | -6.40 | 6.19 | -18.10 | -12.94 | | 2007 | 4.62 | 7.55 | 4.03 | -2.06 | | 2006 | 6.92 | -0.39 | 2.49 | 10.49 | | 2005 | -1.27 | 1.76 | 8.06 | 3.15 | | 2004 | 2.66 | -1.11 | -1.75 | 9.64 | | 2003 | -5.24 | 15.47 | 6.06 | 11.50 | | 2002 | -4.72 | -8.85 | -19.42 | 4.36 | | 2001 | -21.37 | 0.93 | -18.55 | 11.69 | | 2000 | 3.63 | -7.01 | -4.14 | -15.85 | | 1999 | N/A | N/A | N/A | 44.54 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 751 | 8.92 | | 1-Month | 614 | 830 | 73.98 | | 3-Month | 303 | 820 | 36.95 | | 6-Month | 341 | 776 | 43.94 | | 1-Year | 36 | 729 | 4.94 | | 3-Year | 8 | 528 | 1.52 | | 5-Year | 4 | 430 | 0.93 |
|
|
|
|
|