|
| Morningstar Return Rating: | Average | | Year to Date Return: | 28.57% | | 5-Year Average Return: | 5.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 33.52% | |
Worst 1-Yr Total Return (2008): | -44.65% | |
Best 3-Yr Total Return (2004-6): | 20.56% | |
Worst 3-Yr Total Return (2006-8): | -5.96% |
|
| 1-Year: | -0.97% | | 3-Year: | -4.33% | | 5-Year: | 6.12% | | 10-Year: | 4.34% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDEFX | Category | Diff | Index* | Diff | | Year To Date | 28.57 | 39.98 | -11.41 | 27.36 | 1.21 | | 1-Month | -3.94 | -1.29 | -2.65 | -1.25 | -2.69 | | 3-Month | 9.21 | 11.09 | -1.88 | 8.10 | 1.11 | | 1-Year | 29.47 | 32.06 | -2.59 | 27.71 | 1.76 | | 3-Year | -5.22 | -5.86 | 0.64 | -5.22 | 0 | | 5-Year | 5.74 | 6.04 | -0.3 | 5.10 | 0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.50 | 66.82 | 7.68 | 59.35 | 15.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.09 | -17.94 | 3.85 | -14.95 | 0.86 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.65 | -49.79 | 5.14 | | 2007 | | | 12.52 | 12.52 | 0.00 | | 2006 | | | 33.52 | 33.56 | -0.04 | | 2005 | | | 9.70 | 15.27 | -5.57 | | 2004 | | | 19.62 | 21.40 | -1.78 | | 2003 | | | 34.75 | 39.00 | -4.25 | | 2002 | | | -12.65 | -13.89 | 1.24 | | 2001 | | | -16.57 | -19.15 | 2.58 | | 2000 | | | 7.42 | -9.12 | 16.54 | | 1999 | | | 14.97 | 30.54 | -15.57 |
|
| PAST QUARTERLY RETURNS (%) FOR
MDEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.72 | 27.37 | 26.17 | N/A | | 2008 | -10.59 | -0.17 | -20.58 | -21.91 | | 2007 | 1.71 | 9.84 | 1.16 | -0.44 | | 2006 | 12.16 | 2.27 | 5.01 | 10.85 | | 2005 | 1.49 | -1.29 | 7.36 | 1.99 | | 2004 | -0.63 | 2.83 | 0.62 | 16.34 | | 2003 | -10.75 | 22.51 | 3.08 | 19.55 | | 2002 | 2.98 | 0.08 | -24.28 | 11.93 | | 2001 | -13.43 | -0.15 | -11.32 | 8.84 | | 2000 | -0.07 | -0.47 | -5.10 | 13.80 | | 1999 | N/A | N/A | N/A | 4.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 116 | 32.76 | | 1-Month | 102 | 127 | 80.31 | | 3-Month | 85 | 122 | 69.67 | | 6-Month | 50 | 121 | 41.32 | | 1-Year | 26 | 114 | 22.81 | | 3-Year | 23 | 100 | 23.00 | | 5-Year | 37 | 94 | 39.36 |
|
|
|
|
|
0.05% Nasdaq 
Performance
