|
| Morningstar Return Rating: | Low | | Year to Date Return: | 18.37% | | 5-Year Average Return: | 0.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.29% | |
Worst 1-Yr Total Return (2008): | -44.23% | |
Best 3-Yr Total Return (2004-6): | 19.01% | |
Worst 3-Yr Total Return (2006-8): | -9.52% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | REQIX | Category | Diff | Index* | Diff | | Year To Date | 18.37 | 29.35 | -10.98 | 29.91 | -11.54 | | 1-Month | 2.21 | 3.83 | -1.62 | 2.00 | 0.21 | | 3-Month | 3.42 | 6.09 | -2.67 | 4.58 | -1.16 | | 1-Year | 26.32 | 38.30 | -11.98 | 37.72 | -11.4 | | 3-Year | -9.96 | -5.68 | -4.28 | -5.52 | -4.44 | | 5-Year | 0.73 | 4.12 | -3.39 | 4.13 | -3.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.43 | 57.56 | -6.13 | 59.35 | -7.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.02 | -15.07 | -7.95 | -14.95 | -8.07 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REQIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.23 | -43.99 | -0.24 | | 2007 | | | 6.85 | 12.71 | -5.86 | | 2006 | | | 24.29 | 24.77 | -0.48 | | 2005 | | | 14.02 | 14.72 | -0.70 | | 2004 | | | 18.94 | 17.39 | 1.55 | | 2003 | | | 36.30 | 33.58 | 2.72 | | 2002 | | | -11.96 | -16.69 | 4.73 | | 2001 | | | -19.98 | -21.67 | 1.69 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
REQIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.32 | 20.95 | 19.28 | N/A | | 2008 | -7.94 | 1.38 | -24.00 | -21.37 | | 2007 | 4.54 | 5.30 | 1.12 | -4.02 | | 2006 | 9.77 | -0.59 | 3.15 | 10.42 | | 2005 | 1.05 | -1.35 | 11.05 | 3.00 | | 2004 | 5.09 | -0.24 | -0.12 | 13.57 | | 2003 | -6.87 | 18.71 | 6.52 | 15.75 | | 2002 | 3.35 | 0.28 | -19.83 | 5.96 | | 2001 | -9.75 | -0.25 | -14.51 | 3.97 | | 2000 | N/A | N/A | -8.05 | -1.20 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 824 | 0.00 | | 1-Month | 0 | 847 | 0.00 | | 3-Month | 0 | 844 | 0.00 | | 6-Month | 654 | 839 | 77.95 | | 1-Year | | 817 | N/A | | 3-Year | | 612 | N/A | | 5-Year | | 462 | N/A |
|
|
|
|
|
0.10% Nasdaq 0.00%
Performance
