(PUB) Investing 2015
38
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 02-28-15
Total Return % Category Rank
12- Mo Yld %
Stand- ard Devia- tion
Risk Relative to Category
Morningstar Analyst Rating
1 Best, 100 Worst
A N N U A L I Z E D
Morningstar 500 International Equity
YTD 1 Yr
3 Yr
5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
(R²)
Foreign Stock
— 5.8 -1.7 9.3 8.8 5.6 — — — — — — 12.35 (86) —
QQQQ
American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX
— FV
6.2 -2.7 10.1 7.9 4.7 45 57 17 20 29 2.4 13.38 (92) 5.7 1.5 9.5 8.1 7.0 65 46 40 53 15 1.3 11.4 (94) 4.2 -0.2 9.4 8.3 — 89 50 30 26 — 3.3 11.38 (94) 4.9 3.5 12.8 11.8 7.4 87 25 4 2 8 0.7 11.63 (85) 10.6 10.2 8.9 85 100 54 71 17 0.0 12.52 (68) 3.5 -14.2 5.4 -2.9 10.2 9.4 5.1 72 86 18 10 38 2.2 12.46 (86) 2.1 -8.4 5.9 8.3 7.2 97 91 94 91 52 0.4 10.64 (59) 5.2 -0.8 9.6 10.0 8.8 56 44 67 77 18 1.5 11.1 (90) 4.8 3.4 12.5 9.9 6.7 82 10 5 8 17 2.2 13.62 (94) 6.9 2.7 11.4 9.1 5.6 20 34 12 34 53 1.0 11.9 (92) 6.8 0.8 11.5 9.0 6.0 26 56 12 36 42 0.6 12.41 (91) 6.8 -0.3 9.5 7.8 4.9 33 53 29 39 45 3.2 13.03 (96) 6.2 2.4 7.0 8.6 7.9 47 14 72 19 6 1.0 8.69 (88) 6.7 -1.1 6.9 8.2 7.7 36 69 73 30 7 2.0 12.39 (92) 4.6 2.4 15.0 13.4 9.3 86 14 2 1 2 1.5 10.9 (83)
Avg
Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ „ ´
QQQ
FG
-Avg -Avg
FB [QQQ
QQQQ
Artisan International Investor ARTIX
FG FR FB FB FR FR FG FG FB FB FB
Avg Avg
QQQ
Artisan International Small Cap Investor ARTJX
QQQQQ
Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX Columbia Acorn International Select A LAFAX Columbia Acorn International Z ACINX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX Fidelity Spartan International Idx Inv FSIIX
Low Avg Low Avg High +Avg +Avg Low Avg Avg Low High High High High Low +Avg Avg
QQQQ
QQQQ
FB ]QQQQQ
QQQ QQQ QQQ
QQQQ
First Eagle Overseas A SGOVX
Œ
QQQ
Harbor International Institutional HAINX
„ „ ´
FG [QQQ
Harding Loevner International Eq Inv HLMNX
6.1 5.8 8.6 8.9
7.3
47 8 55 37
9
0.6 11.89 (91)
QQQ
IVA International A IVIOX Janus Overseas T JAOSX
FQ FB
3.5 2.9 7.9 8.7 — 78 4 77 80 — 2.7 6.8 (86)
-4.2 -2.3
Q
1.7 -8.2
5.9 99 97 99 99 25 0.9 17.9 (73)
9.1 11.3 16.6 15.7
QQQQQ
JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX
— FG
— 1 1 1
1 — 0.6 12.52 (74)
— FB ]QQQQQ
7.8 4.3 10.2 9.1 7.3
6 8 18 12 11 1.1 13.12 (91)
´ ´
FB FV
4.6 -13.2 6.8 5.6 3.5 86 100 76 89 82 3.5 16.08 (78) 6.5 -0.5 8.0 8.0 5.6 26 20 48 19 8 3.1 11.74 (88) 4.8 -7.0 5.1 4.9 5.4 83 96 92 92 33 1.2 13.13 (90)
QQQQ
Œ
FB [QQ
Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX
´
WWWWW QQQQQ
FB FB FQ FG FG FR FG FV FB FA FG FV FG FB FB FQ FQ FG FV FB
5.3 2.5
9.4 9.2
— 75 14
31 11 — 0.7 — (—)
Œ
Oakmark International I OAKIX
6.9 -0.4 13.4 11.8 8.4 22 54 4 4 3 1.9 14.28 (84)
High
´ „ ˇ ´ ˇ ˇ ´ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „
QQQ
Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX
8.4 -1.9 9.0 9.8 6.9
1 41 69 56 31 1.5 13.61 (82)
High
QQQQ
6.1 -2.8 10.1 10.4 7.7 47 86 27 15 2 0.8 12.3 (87) 4.5 1.2 6.9 7.0 6.5 91 50 75 77 30 1.4 11.3 (91) 3.7 0.0 12.1 11.5 9.0 84 35 30 46 13 0.8 10.42 (84) 7.2 6.1 8.1 8.6 5.8 10 6 60 43 46 1.1 11.94 (94) 5.6 -2.1 8.2 7.9 5.0 67 42 43 20 21 3.1 12.28 (95) 6.9 1.5 9.7 9.0 — 25 24 24 12 — 2.7 11.92 (96) 4.7 -9.7 1.8 — — 70 94 99 — — 0.6 15.4 (67)
Avg
QQQ
Scout International UMBWX
-Avg -Avg
QQQQ
T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX T. Rowe Price Intl Gr & Inc TRIGX T. Rowe Price Overseas Stock TROSX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Vanguard Developed Markets Idx Admiral VTMGX Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX Tweedy, Browne Global Value TBGVX USAA International USIFX
QQQ
Avg
QQQQ QQQQ
-Avg -Avg High
Q
— FR
0.8 -11.5 4.1 4.7
3.4
QQ QQ
95 94 95 97 100 7.2 12.58 (83) 4 16 82 80 29 0.8 11.62 (84)
Avg
7.7 4.4 6.6 6.8 6.5
-Avg
QQQQQ
3.2 3.5 11.7 10.3 7.0 96 4 5 3 4 1.2 7.8 (78) 7.1 2.0 9.4 8.9 6.6 15 40 43 38 27 1.6 12.44 (90) 6.9 -0.1 9.5 7.8 5.0 24 47 29 40 42 3.5 13.1 (96)
Low
QQQQ
+Avg +Avg
QQQ
5.7 1.5 6.9
6.8
— 64 24 75
67 — 3.3 12.65 (98)
Avg Avg
Q
5.0 -4.2 6.6 7.8 — 68 62 84 98 — 2.4 12.78 (91)
QQQ QQQ QQQ
6.7 0.0 11.5 10.0 6.8 32 19 39 51 44 1.7 12.17 (88) 6.2 0.8 9.1 9.1 6.6 40 55 50 35 27 2.2 13.21 (95) 5.4 -1.4 8.6 6.9 5.3 71 34 38 43 12 2.6 13.3 (96)
Avg
High Avg Avg Low
5.7 0.9 6.9
6.6 5.1
65 33 74
72 39
3.2 12.59 (98)
FG [QQQ
Virtus Foreign Opportunities A JVIAX
5.0 4.8 7.4 9.2 6.6 86 12 68 30 25 0.8 11.02 (81)
World Stock
— 3.9 5.2 11.8 11.0 6.6 — — — — — — 10.9 (77) —
Œ QQQQ Œ QQQQ ´ QQQ
American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX
4.4 6.6 13.6 11.2 7.8 31 39 25 50 24 2.2 9.84 (91) 5.1 6.8 14.2 12.4 8.6 19 35 17 29 9 0.6 10.32 (83) 4.3 2.2 13.3 12.5 8.6 34 77 29 27 10 0.0 10.87 (65)
-Avg -Avg
Avg
MSCI World Index MSCI EAFE Index
3.9 7.9 13.3 11.7 6.3 7.0 -0.2 9.5 7.6 4.7
Legend
Categories FA Foreign–Small/Mid Value FB Foreign–Large Blend FG Foreign–Large Growth FQ Foreign Small/Mid Blend FR Foreign–Small/Mid Growth
FV Foreign–Large Value SC Communications SF Financial SH Health SN Natural Resources
SP Equity Precious Metals SR Real Estate SU Utilities ST Technology
Red Lowest return in group Green Highest return in group Italic Extended performance
E New this month ][ Increase/decrease in rating NR No Morningstar Rating; fund less than three years old.
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