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| Morningstar Return Rating: | Above average | | Year to Date Return: | 67.04% | | 5-Year Average Return: | 15.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 37.77% | |
Worst 1-Yr Total Return (2008): | -54.27% | |
Best 3-Yr Total Return (2005-7): | 33.13% | |
Worst 3-Yr Total Return (2006-8): | -6.22% |
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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 | REMEX | Category | Diff | Index* | Diff | | Year To Date | 67.04 | 59.14 | 7.9 | 27.36 | 39.68 | | 1-Month | -1.50 | -1.32 | -0.18 | -1.25 | -0.25 | | 3-Month | 8.14 | 7.70 | 0.44 | 8.10 | 0.04 | | 1-Year | 62.78 | 56.66 | 6.12 | 27.71 | 35.07 | | 3-Year | 5.43 | 2.92 | 2.51 | -5.22 | 10.65 | | 5-Year | 15.97 | 14.22 | 1.75 | 5.10 | 10.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 97.64 | 84.39 | 13.25 | 59.35 | 38.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.23 | -6.80 | -3.43 | -14.95 | 4.72 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REMEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.27 | -54.44 | 0.17 | | 2007 | | | 37.77 | 36.68 | 1.09 | | 2006 | | | 30.89 | 32.06 | -1.17 | | 2005 | | | 30.83 | 31.54 | -0.71 | | 2004 | | | 27.61 | 23.54 | 4.07 | | 2003 | | | 58.01 | 55.19 | 2.82 | | 2002 | | | -7.69 | -6.05 | -1.64 | | 2001 | | | -3.60 | -3.83 | 0.23 | | 2000 | | | -30.87 | -30.33 | -0.54 | | 1999 | | | 48.71 | 70.56 | -21.85 |
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| PAST QUARTERLY RETURNS (%) FOR
REMEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.32 | 39.57 | 23.12 | N/A | | 2008 | -9.46 | 0.29 | -28.13 | -29.93 | | 2007 | 2.60 | 16.27 | 12.58 | 2.59 | | 2006 | 13.91 | -6.74 | 5.16 | 17.18 | | 2005 | 0.80 | 3.65 | 18.89 | 5.31 | | 2004 | 8.05 | -9.33 | 9.17 | 19.31 | | 2003 | -6.53 | 23.88 | 14.09 | 19.60 | | 2002 | 11.79 | -8.61 | -16.84 | 8.66 | | 2001 | -6.96 | 6.61 | -22.11 | 24.77 | | 2000 | 0.65 | -9.64 | -12.70 | -12.93 | | 1999 | N/A | N/A | N/A | 27.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 58 | 365 | 15.89 | | 1-Month | 209 | 381 | 54.86 | | 3-Month | 153 | 374 | 40.91 | | 6-Month | 81 | 371 | 21.83 | | 1-Year | 65 | 346 | 18.79 | | 3-Year | 50 | 260 | 19.23 | | 5-Year | 37 | 193 | 19.17 |
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