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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.23% | | 5-Year Average Return: | 5.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.96% | |
Worst 1-Yr Total Return (2008): | -34.00% | |
Best 3-Yr Total Return (2004-6): | 16.47% | |
Worst 3-Yr Total Return (2006-8): | -3.65% |
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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 | USAWX | Category | Diff | Index* | Diff | | Year To Date | 28.23 | 31.75 | -3.52 | 29.91 | -1.68 | | 1-Month | 5.03 | 4.47 | 0.56 | 2.00 | 3.03 | | 3-Month | 7.99 | 7.37 | 0.62 | 4.58 | 3.41 | | 1-Year | 34.50 | 38.36 | -3.86 | 37.72 | -3.22 | | 3-Year | -1.96 | -4.57 | 2.61 | -5.52 | 3.56 | | 5-Year | 5.19 | 3.09 | 2.1 | 4.13 | 1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.96 | 51.30 | 1.66 | 59.35 | -6.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.38 | -13.15 | 1.77 | -14.95 | 3.57 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USAWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.00 | -41.91 | 7.91 | | 2007 | | | 9.32 | 11.28 | -1.96 | | 2006 | | | 23.96 | 19.72 | 4.24 | | 2005 | | | 7.71 | 11.61 | -3.90 | | 2004 | | | 18.33 | 15.27 | 3.06 | | 2003 | | | 27.73 | 34.49 | -6.76 | | 2002 | | | -15.97 | -19.36 | 3.39 | | 2001 | | | -17.50 | -17.51 | 0.01 | | 2000 | | | -11.20 | -9.14 | -2.06 | | 1999 | | | 30.73 | 41.13 | -10.40 |
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| PAST QUARTERLY RETURNS (%) FOR
USAWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.98 | 19.17 | 18.61 | N/A | | 2008 | -5.32 | -4.11 | -11.12 | -18.21 | | 2007 | 1.95 | 5.50 | 2.42 | -0.78 | | 2006 | 7.12 | 1.78 | 6.12 | 7.13 | | 2005 | -0.95 | -1.52 | 7.10 | 3.10 | | 2004 | 3.88 | 2.24 | -1.10 | 12.65 | | 2003 | -6.34 | 15.83 | 3.27 | 14.02 | | 2002 | 1.79 | -8.12 | -15.62 | 6.49 | | 2001 | -15.32 | 2.87 | -14.67 | 10.98 | | 2000 | 4.10 | -1.51 | -6.39 | -7.48 | | 1999 | N/A | N/A | N/A | 17.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 390 | 751 | 51.93 | | 1-Month | 107 | 830 | 12.89 | | 3-Month | 155 | 820 | 18.90 | | 6-Month | 100 | 776 | 12.89 | | 1-Year | 295 | 729 | 40.47 | | 3-Year | 110 | 528 | 20.83 | | 5-Year | 92 | 430 | 21.40 |
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0.51% Nasdaq 
Performance
