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| Morningstar Return Rating: | | | Year to Date Return: | 57.42% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.44% | |
Worst 1-Yr Total Return (2008): | -46.38% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | RISCX | Category | Diff | Index* | Diff | | Year To Date | 57.42 | 45.25 | 12.17 | 29.91 | 27.51 | | 1-Month | 4.08 | 3.69 | 0.39 | 2.00 | 2.08 | | 3-Month | 11.76 | 8.95 | 2.81 | 4.58 | 7.18 | | 1-Year | 65.88 | 49.46 | 16.42 | 37.72 | 28.16 | | 3-Year | N/A | -6.05 | N/A | -5.52 | N/A | | 5-Year | N/A | 5.51 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.38 | 67.09 | 6.29 | 59.35 | 14.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.47 | -18.39 | 2.92 | -14.95 | -0.52 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RISCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.38 | -49.79 | 3.41 | | 2007 | | | 1.44 | 12.52 | -11.08 | | 2006 | | | N/A | 33.56 | N/A | | 2005 | | | N/A | 15.27 | N/A | | 2004 | | | N/A | 21.40 | N/A | | 2003 | | | N/A | 39.00 | N/A | | 2002 | | | N/A | -13.89 | N/A | | 2001 | | | N/A | -19.15 | N/A | | 2000 | | | N/A | -9.12 | N/A | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RISCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.48 | 34.11 | 21.66 | N/A | | 2008 | -3.55 | -1.53 | -20.66 | -28.83 | | 2007 | 5.20 | 4.85 | -2.63 | -5.55 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 116 | 16.38 | | 1-Month | 94 | 128 | 73.44 | | 3-Month | 23 | 126 | 18.25 | | 6-Month | 15 | 121 | 12.40 | | 1-Year | 16 | 114 | 14.04 | | 3-Year | | 100 | N/A | | 5-Year | | 94 | N/A |
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0.11% Nasdaq 0.00%
0.04 (0.48%) 
Performance
