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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.86% | | 5-Year Average Return: | 9.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.47% | |
Worst 1-Yr Total Return (2008): | -11.00% | |
Best 3-Yr Total Return (2004-6): | 12.31% | |
Worst 3-Yr Total Return (2006-8): | 1.42% |
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| 1-Year: | 15.00% | | 3-Year: | 6.62% | | 5-Year: | 8.84% | | 10-Year: | 14.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEDAX | Category | Diff | Index* | Diff | | Year To Date | 28.86 | 30.28 | -1.42 | 6.24 | 22.62 | | 1-Month | 0.30 | 0.37 | -0.07 | 0.49 | -0.19 | | 3-Month | 8.18 | 7.25 | 0.93 | 2.60 | 5.58 | | 1-Year | 44.35 | 40.66 | 3.69 | 13.79 | 30.56 | | 3-Year | 7.60 | 5.60 | 2 | 6.35 | 1.25 | | 5-Year | 9.56 | 7.82 | 1.74 | 5.05 | 4.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.28 | 33.40 | -4.12 | 7.06 | 22.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.33 | 2.73 | 4.6 | 7.94 | -0.61 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.00 | -17.64 | 6.64 | | 2007 | | | 5.62 | 5.36 | 0.26 | | 2006 | | | 10.97 | 10.99 | -0.02 | | 2005 | | | 12.52 | 11.50 | 1.02 | | 2004 | | | 13.47 | 12.31 | 1.16 | | 2003 | | | 28.12 | 30.83 | -2.71 | | 2002 | | | 15.40 | 12.69 | 2.71 | | 2001 | | | 21.85 | 12.83 | 9.02 | | 2000 | | | 15.83 | 12.68 | 3.15 | | 1999 | | | 30.90 | 29.58 | 1.32 |
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| PAST QUARTERLY RETURNS (%) FOR
MEDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.60 | 11.84 | 11.96 | N/A | | 2008 | 0.02 | -0.21 | -5.11 | -6.03 | | 2007 | 2.29 | -0.16 | 1.57 | 1.81 | | 2006 | 1.78 | -2.35 | 5.98 | 5.36 | | 2005 | -0.98 | 7.55 | 4.12 | 1.47 | | 2004 | 3.30 | -5.96 | 9.85 | 6.34 | | 2003 | 7.59 | 9.22 | 2.27 | 6.60 | | 2002 | 9.53 | -5.24 | -0.96 | 12.25 | | 2001 | 3.39 | 7.19 | -1.97 | 12.17 | | 2000 | 9.37 | 1.61 | 3.77 | 0.44 | | 1999 | N/A | N/A | N/A | 15.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 53 | 112 | 47.32 | | 1-Month | 77 | 113 | 68.14 | | 3-Month | 70 | 113 | 61.95 | | 6-Month | 58 | 112 | 51.79 | | 1-Year | 44 | 108 | 40.74 | | 3-Year | 11 | 72 | 15.28 | | 5-Year | 9 | 52 | 17.31 |
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0.50% Nasdaq 
0.02 (0.14%) 
Performance
