(PUB) Investing 2015
38
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 12-31-14
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
— -5.4 -5.4 11.5 6.7 5.4 — — — — — — 12.84 (87) —
QQQQ
American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX
— FV
-7.4 -7.4 11.7 5.5 4.3 68 68 11 21 30 2.5 13.56 (92) -2.6 -2.6 11.7 5.7 6.7 29 29 36 56 13 1.4 11.96 (95) -3.3 -3.3 10.8 6.4 — 23 23 36 16 — 3.5 11.44 (92) -1.0 -1.0 15.8 8.8 7.1 19 19 4 7 8 0.8 12.38 (87) -12.0 -12.0 15.3 8.2 9.1 90 90 18 71 9 0.0 13.76 (71)
Avg
Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ „ ´
QQQ
FG
-Avg Low
FB [QQQ
QQQQ
Artisan International Investor ARTIX
FG FR FB FB FR FR FB
Avg
QQQ
Artisan International Small Cap Investor ARTJX
+Avg
16.8 12.0 9.2
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
-0.6 -0.6
10 10 2 1 1 1.5 10.96 (83)
Low Avg Low Avg High
QQQQ
-6.5 -6.5 12.9 7.5 4.8 73 73 13 8 35 2.3 13.08 (88) -7.1 -7.1 9.1 7.2 7.4 62 62 94 85 46 0.4 11.42 (66) -4.3 -4.3 12.5 8.5 9.0 42 42 65 70 12 1.5 11.9 (91)
QQQQ
QQQQQ
0.1 0.1 15.2 7.9 6.7
9 9 4 7 14 2.3 13.92 (94)
FG [QQQ FG [QQQ
-3.2 -3.2 13.1 6.5 5.1 38 38 11 40 53 1.1 12.2 (92) -5.6 -5.6 12.9 6.2 5.6 67 67 14 44 43 0.7 12.59 (91) -5.4 -5.4 10.9 5.3 4.4 52 52 32 45 44 3.4 13.23 (96) -1.0 -1.0 8.0 7.2 7.7 11 11 87 9 6 1.0 9.04 (92) -6.8 -6.8 9.6 5.5 7.4 78 78 62 37 9 2.2 13.0 (93)
Avg Avg
QQQ
FB
+Avg
FB ]QQQQ
First Eagle Overseas A SGOVX
Low Avg
Œ
QQQQ QQQQ
Harbor International Institutional HAINX
FB
„ „ ´
Harding Loevner International Eq Inv HLMNX
FG FQ FB
-1.9 -1.9 10.1 7.1
7.1
25 25 64 31
7
0.7 12.24 (92)
Avg Low High +Avg High Low High
QQQ
IVA International A IVIOX Janus Overseas T JAOSX
1.2 1.2 8.8 8.0 — 4 4 83 60 — 2.8 6.98 (86)
2.8 -2.7
Q
-13.7 -13.7
6.2 99 99 99 99 17 0.9 20.9 (74)
QQQQ
Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX
— FB
-2.7 -2.7 12.3 6.6 6.7 19 19 17 13 14 1.2 13.34 (93)
-14.1 -14.1
3.2
´ ´
FB
10.1 3.9
99 99 52 80 80 4.4 16.39 (79)
QQQQ
MainStay ICAP International I ICEUX
FV FB
-5.7 -5.7 9.9 5.0 5.2 40 40 41 31 9 3.3 12.09 (89) -9.8 -9.8 8.4 3.1 5.3 93 93 82 90 29 1.2 14.08 (90)
Œ
QQQ
Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX
´
FB ]WWWWW
-2.1 -2.1
11.0 7.4
— 16 16
30 8 — 0.7 — (—)
Œ
QQQQQ
Oakmark International I OAKIX
FB FQ
-5.4 -5.4 16.5 9.6 8.0 52 52 2 4 3 2.1 14.87 (85) -7.7 -7.7 11.7 7.2 6.8 75 75 65 77 25 1.6 14.28 (82) -7.2 -7.2 12.2 8.4 7.2 86 86 25 15 4 0.8 12.6 (87) -4.4 -4.4 9.5 5.4 6.5 49 49 71 62 20 1.5 11.8 (92) -0.4 -0.4 16.0 10.1 9.1 15 15 11 36 11 0.8 11.32 (86) -0.8 -0.8 10.4 6.2 5.3 17 17 62 45 48 1.2 12.61 (95) -5.3 -5.3 10.3 5.8 4.8 36 36 31 16 14 3.2 12.57 (95) -4.5 -4.5 11.3 6.5 — 39 39 27 15 — 2.9 12.19 (96) -10.4 -10.4 7.9 — — 89 89 98 — — 0.7 17.9 (71) -13.0 -13.0 8.6 3.8 3.9 83 83 90 88 100 7.3 13.26 (86) -5.9 -5.9 7.8 4.3 5.9 71 71 91 84 33 0.9 11.94 (86)
High High
´ „ ˇ ´ ˇ ˇ ´ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „ ˇ
QQQ
Oakmark International Small Cap I OAKEX
FG [QQQ
Oppenheimer International Growth A OIGAX
Avg
QQQ
Scout International UMBWX
FG FR FG FV
-Avg -Avg
QQQQ
T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX
QQQ
Avg
QQQQ QQQQ
T. Rowe Price Intl Gr & Inc TRIGX
-Avg
T. Rowe Price Overseas Stock TROSX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX
FB
-Avg High
Q
— FR
FA [QQ
Avg
FG FV FG FB
-Avg Low +Avg +Avg
QQQQQ
1.5 1.5 12.9 9.4 7.1
1 1 6 1 4 1.2 7.99 (75)
QQQQ
USAA International USIFX
-5.1 -5.1 11.0 6.3 6.1 58 58 51 43 30 1.8 12.77 (91) -5.7 -5.7 10.9 5.3 4.5 54 54 32 45 43 3.7 13.32 (96)
QQQ
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
FB ]QQQ
-4.0 -4.0 9.2
4.6
— 31 31 69
64 — 3.5 13.19 (98)
Avg Avg Avg
FQ [Q
-4.8 -4.8 9.9 6.1 — 44 44 78 94 — 2.5 13.66 (91) -2.9 -2.9 14.3 8.0 6.6 17 17 29 64 38 1.9 12.8 (89) -5.6 -5.6 11.7 6.8 6.2 68 68 37 35 29 2.3 13.81 (95) -6.7 -6.7 11.1 4.7 5.2 53 53 18 41 10 2.8 13.62 (97)
QQQ QQQ
Vanguard International Explorer Inv VINEX
FQ
Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX
FG FV
High Avg Avg Low Avg
QQQQ
FB ]QQQ FG [QQQ
-4.2 -4.2 9.3
4.4 4.8
33 33 67
69 36
3.4 13.12 (99)
2.4 2.4
Virtus Foreign Opportunities A JVIAX
8.9 7.9 6.4
4 4 77 22 22 0.8 11.5 (81)
QQQQ
William Blair International Growth N WBIGX
FG
-3.2 -3.2 12.4 7.8 5.7 38 38 21 23 41 0.9 12.07 (94)
World Stock
— 2.8 2.8 14.1 9.5 6.2 — — — — — — 11.11 (78) —
Œ QQQ Œ QQQQ ´ QQQ
American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX
4.0 4.0 15.7 9.0 7.6 33 33 32 62 22 2.3 10.14 (91) 3.2 3.2 16.5 10.5 8.1 43 43 20 35 13 0.6 10.61 (84)
-Avg
Avg
8.4
1.8 1.8 17.1 11.4
60 60 13 20 8 0.0 11.75 (68)
+Avg
MSCI World Index MSCI Europe Index
4.9 4.9 15.5 10.2 6.0 -6.2 -6.2 11.9 5.3 4.6
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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