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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.30% | | 5-Year Average Return: | 0.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.93% | |
Worst 1-Yr Total Return (2008): | -45.00% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -10.24% |
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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 | UEPSX | Category | Diff | Index* | Diff | | Year To Date | 29.30 | 45.25 | -15.95 | 29.91 | -0.61 | | 1-Month | 4.05 | 3.69 | 0.36 | 2.00 | 2.05 | | 3-Month | 7.54 | 8.95 | -1.41 | 4.58 | 2.96 | | 1-Year | 35.96 | 49.46 | -13.5 | 37.72 | -1.76 | | 3-Year | -6.63 | -6.05 | -0.58 | -5.52 | -1.11 | | 5-Year | 0.22 | 5.51 | -5.29 | 4.13 | -3.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.49 | 67.09 | -7.6 | 59.35 | 0.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.44 | -18.39 | -2.05 | -14.95 | -5.49 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UEPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.00 | -49.79 | 4.79 | | 2007 | | | 13.42 | 12.52 | 0.90 | | 2006 | | | 15.93 | 33.56 | -17.63 | | 2005 | | | 6.60 | 15.27 | -8.67 | | 2004 | | | 13.78 | 21.40 | -7.62 | | 2003 | | | 36.65 | 39.00 | -2.35 | | 2002 | | | -19.59 | -13.89 | -5.70 | | 2001 | | | -45.02 | -19.15 | -25.87 | | 2000 | | | -34.07 | -9.12 | -24.95 | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
UEPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.38 | 25.54 | 18.79 | N/A | | 2008 | -12.66 | 3.03 | -21.16 | -22.49 | | 2007 | 0.32 | 11.80 | 2.83 | -1.66 | | 2006 | 7.54 | -1.25 | 1.90 | 7.13 | | 2005 | -2.94 | 1.08 | 8.19 | 0.43 | | 2004 | 4.53 | 0.78 | -2.19 | 10.41 | | 2003 | -7.31 | 17.42 | 4.57 | 20.07 | | 2002 | -3.84 | -10.87 | -21.52 | 19.54 | | 2001 | -30.16 | -3.08 | -23.14 | 5.69 | | 2000 | -4.67 | -12.65 | -13.15 | -8.84 | | 1999 | N/A | N/A | N/A | 53.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 81 | 116 | 69.83 | | 1-Month | 40 | 128 | 31.25 | | 3-Month | 88 | 126 | 69.84 | | 6-Month | 107 | 121 | 88.43 | | 1-Year | 62 | 114 | 54.39 | | 3-Year | 42 | 100 | 42.00 | | 5-Year | 73 | 94 | 77.66 |
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0.20% Nasdaq 
0.32 (2.26%) 
Performance
