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| Morningstar Return Rating: | Above average | | Year to Date Return: | 75.29% | | 5-Year Average Return: | 18.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 42.70% | |
Worst 1-Yr Total Return (2008): | -56.09% | |
Best 3-Yr Total Return (2005-7): | 38.56% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
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| 1-Year: | 21.73% | | 3-Year: | 8.13% | | 5-Year: | 18.58% | | 10-Year: | 14.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | REMBX | Category | Diff | Index* | Diff | | Year To Date | 75.29 | 59.14 | 16.15 | 27.36 | 47.93 | | 1-Month | -1.10 | -1.32 | 0.22 | -1.25 | 0.15 | | 3-Month | 8.42 | 7.70 | 0.72 | 8.10 | 0.32 | | 1-Year | 70.88 | 56.66 | 14.22 | 27.71 | 43.17 | | 3-Year | 6.38 | 2.92 | 3.46 | -5.22 | 11.6 | | 5-Year | 18.11 | 14.22 | 3.89 | 5.10 | 13.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 105.64 | 84.39 | 21.25 | 59.35 | 46.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.85 | -6.80 | -1.05 | -14.95 | 7.1 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.09 | -54.44 | -1.65 | | 2007 | | | 42.70 | 36.68 | 6.02 | | 2006 | | | 34.52 | 32.06 | 2.46 | | 2005 | | | 38.56 | 31.54 | 7.02 | | 2004 | | | 22.27 | 23.54 | -1.27 | | 2003 | | | 51.52 | 55.19 | -3.67 | | 2002 | | | -5.39 | -6.05 | 0.66 | | 2001 | | | 0.13 | -3.83 | 3.96 | | 2000 | | | -25.16 | -30.33 | 5.17 | | 1999 | | | 65.37 | 70.56 | -5.19 |
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| PAST QUARTERLY RETURNS (%) FOR
REMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.07 | 43.76 | 24.62 | N/A | | 2008 | -10.26 | -2.87 | -28.43 | -29.62 | | 2007 | 0.73 | 16.72 | 15.69 | 4.92 | | 2006 | 11.63 | -1.47 | 5.87 | 15.52 | | 2005 | 2.09 | 5.44 | 18.90 | 8.26 | | 2004 | 9.97 | -11.05 | 9.92 | 13.72 | | 2003 | -7.15 | 22.11 | 11.80 | 19.54 | | 2002 | 17.92 | -9.78 | -16.25 | 6.19 | | 2001 | -6.02 | 10.15 | -24.00 | 27.27 | | 2000 | 12.11 | -11.89 | -11.79 | -14.12 | | 1999 | N/A | N/A | N/A | 41.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 365 | 8.77 | | 1-Month | 320 | 381 | 83.99 | | 3-Month | 59 | 374 | 15.78 | | 6-Month | 40 | 371 | 10.78 | | 1-Year | 27 | 346 | 7.80 | | 3-Year | 29 | 260 | 11.15 | | 5-Year | 12 | 193 | 6.22 |
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0.03% Nasdaq 
0.08 (0.40%) 
Performance
