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| Morningstar Return Rating: | Above average | | Year to Date Return: | -5.54% | | 5-Year Average Return: | 13.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 84.05% | |
Worst 1-Yr Total Return (2008): | -54.09% | |
Best 3-Yr Total Return (2005-7): | 33.46% | |
Worst 3-Yr Total Return (2006-8): | -5.95% |
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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 | REMSX | Category | Diff | Index* | Diff | | Year To Date | -5.54 | -5.69 | 0.15 | -4.41 | -1.13 | | 1-Month | -5.54 | -5.69 | 0.15 | -4.41 | -1.13 | | 3-Month | 3.92 | 2.78 | 1.14 | -1.09 | 5.01 | | 1-Year | 89.18 | 78.02 | 11.16 | 39.68 | 49.5 | | 3-Year | 3.65 | 0.16 | 3.49 | -7.65 | 11.3 | | 5-Year | 13.65 | 11.75 | 1.9 | 2.99 | 10.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 97.76 | 85.16 | 12.6 | 59.35 | 38.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.94 | -7.44 | -2.5 | -14.95 | 5.01 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REMSX | Category | Diff | | 2009 | | | 84.05 | 73.81 | 10.24 | | 2008 | | | -54.09 | -54.44 | 0.35 | | 2007 | | | 38.10 | 36.68 | 1.42 | | 2006 | | | 31.24 | 32.06 | -0.82 | | 2005 | | | 31.15 | 31.54 | -0.39 | | 2004 | | | 27.89 | 23.54 | 4.35 | | 2003 | | | 58.19 | 55.19 | 3.00 | | 2002 | | | -7.50 | -6.05 | -1.45 | | 2001 | | | -3.38 | -3.83 | 0.45 | | 2000 | | | -30.76 | -30.33 | -0.43 |
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| PAST QUARTERLY RETURNS (%) FOR
REMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.32 | 39.59 | 23.22 | 8.43 | | 2008 | -9.38 | 0.39 | -28.13 | -29.79 | | 2007 | 2.65 | 16.38 | 12.62 | 2.64 | | 2006 | 13.99 | -6.65 | 5.21 | 17.24 | | 2005 | 0.87 | 3.65 | 19.04 | 5.37 | | 2004 | 8.06 | -9.26 | 9.26 | 19.38 | | 2003 | -6.40 | 23.85 | 13.96 | 19.74 | | 2002 | 11.90 | -8.49 | -16.90 | 8.69 | | 2001 | -6.95 | 6.72 | -22.05 | 24.82 | | 2000 | 0.69 | -9.56 | -12.78 | -12.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 185 | 394 | 46.95 | | 1-Month | 193 | 394 | 48.98 | | 3-Month | 89 | 387 | 23.00 | | 6-Month | 79 | 378 | 20.90 | | 1-Year | 51 | 368 | 13.86 | | 3-Year | 36 | 263 | 13.69 | | 5-Year | 26 | 198 | 13.13 |
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