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| Morningstar Return Rating: | Below average | | Year to Date Return: | 52.09% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 41.35% | |
Worst 1-Yr Total Return (2008): | -55.05% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -0.84% | | 3-Year: | 2.64% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEOAX | Category | Diff | Index* | Diff | | Year To Date | 52.09 | 59.14 | -7.05 | 27.36 | 24.73 | | 1-Month | -1.89 | -1.32 | -0.57 | -1.25 | -0.64 | | 3-Month | 5.81 | 7.70 | -1.89 | 8.10 | -2.29 | | 1-Year | 46.65 | 56.66 | -10.01 | 27.71 | 18.94 | | 3-Year | 2.42 | 2.92 | -0.5 | -5.22 | 7.64 | | 5-Year | N/A | 14.22 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.79 | 84.39 | -5.6 | 59.35 | 19.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.13 | -6.80 | -12.33 | -14.95 | -4.18 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.05 | -54.44 | -0.61 | | 2007 | | | 41.35 | 36.68 | 4.67 | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.32 | 35.28 | 17.31 | N/A | | 2008 | -8.52 | 0.51 | -27.96 | -32.13 | | 2007 | 1.39 | 15.16 | 14.07 | 6.14 | | 2006 | N/A | N/A | N/A | 16.46 | | 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 | 288 | 365 | 78.90 | | 1-Month | 224 | 381 | 58.79 | | 3-Month | 314 | 374 | 83.96 | | 6-Month | 330 | 371 | 88.95 | | 1-Year | 257 | 346 | 74.28 | | 3-Year | 132 | 260 | 50.77 | | 5-Year | | 193 | N/A |
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