|
| Morningstar Return Rating: | Average | | Year to Date Return: | 71.43% | | 5-Year Average Return: | 11.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 33.79% | |
Worst 1-Yr Total Return (2008): | -55.37% | |
Best 3-Yr Total Return (2004-6): | 30.95% | |
Worst 3-Yr Total Return (2006-8): | -8.82% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UMEMX | Category | Diff | Index* | Diff | | Year To Date | 71.43 | 67.76 | 3.67 | 29.91 | 41.52 | | 1-Month | 6.87 | 5.36 | 1.51 | 2.00 | 4.87 | | 3-Month | 16.11 | 13.28 | 2.83 | 4.58 | 11.53 | | 1-Year | 89.05 | 80.33 | 8.72 | 37.72 | 51.33 | | 3-Year | 0.70 | 2.54 | -1.84 | -5.52 | 6.22 | | 5-Year | 11.86 | 13.59 | -1.73 | 4.13 | 7.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.94 | 85.38 | -3.44 | 59.35 | 22.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.73 | -8.10 | -6.63 | -14.95 | 0.22 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UMEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.37 | -54.44 | -0.93 | | 2007 | | | 26.95 | 36.68 | -9.73 | | 2006 | | | 33.79 | 32.06 | 1.73 | | 2005 | | | 29.09 | 31.54 | -2.45 | | 2004 | | | 30.02 | 23.54 | 6.48 | | 2003 | | | 63.89 | 55.19 | 8.70 | | 2002 | | | -5.38 | -6.05 | 0.67 | | 2001 | | | -1.80 | -3.83 | 2.03 | | 2000 | | | -31.50 | -30.33 | -1.17 | | 1999 | | | 67.35 | 70.56 | -3.21 |
|
| PAST QUARTERLY RETURNS (%) FOR
UMEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.42 | 33.14 | 20.69 | N/A | | 2008 | -10.59 | 0.23 | -29.98 | -28.88 | | 2007 | -0.71 | 13.94 | 10.65 | 1.41 | | 2006 | 12.60 | -4.36 | 5.58 | 17.67 | | 2005 | -0.34 | 2.19 | 17.83 | 7.57 | | 2004 | 10.68 | -7.56 | 8.04 | 17.63 | | 2003 | -3.29 | 23.87 | 15.49 | 18.45 | | 2002 | 9.98 | -4.10 | -17.05 | 8.16 | | 2001 | -3.90 | 5.83 | -24.79 | 28.39 | | 2000 | 9.21 | -16.87 | -13.75 | -12.52 | | 1999 | N/A | N/A | N/A | 59.10 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 105 | 365 | 28.77 | | 1-Month | 156 | 381 | 40.94 | | 3-Month | 94 | 376 | 25.00 | | 6-Month | 59 | 373 | 15.82 | | 1-Year | 71 | 354 | 20.06 | | 3-Year | 181 | 260 | 69.62 | | 5-Year | 133 | 194 | 68.56 |
|
|
|
|
|
0.49% Nasdaq 
Performance
