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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.10% | | 5-Year Average Return: | 8.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.62% | |
Worst 1-Yr Total Return (2008): | -11.68% | |
Best 3-Yr Total Return (2004-6): | 11.49% | |
Worst 3-Yr Total Return (2006-8): | 0.67% |
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| 1-Year: | 15.98% | | 3-Year: | 6.71% | | 5-Year: | 8.84% | | 10-Year: | 14.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEDBX | Category | Diff | Index* | Diff | | Year To Date | 28.10 | 30.28 | -2.18 | 6.24 | 21.86 | | 1-Month | 0.17 | 0.37 | -0.2 | 0.49 | -0.32 | | 3-Month | 7.96 | 7.25 | 0.71 | 2.60 | 5.36 | | 1-Year | 43.28 | 40.66 | 2.62 | 13.79 | 29.49 | | 3-Year | 6.82 | 5.60 | 1.22 | 6.35 | 0.47 | | 5-Year | 8.77 | 7.82 | 0.95 | 5.05 | 3.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.83 | 33.40 | -4.57 | 7.06 | 21.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.54 | 2.73 | 3.81 | 7.94 | -1.4 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.68 | -17.64 | 5.96 | | 2007 | | | 4.91 | 5.36 | -0.45 | | 2006 | | | 10.13 | 10.99 | -0.86 | | 2005 | | | 11.75 | 11.50 | 0.25 | | 2004 | | | 12.62 | 12.31 | 0.31 | | 2003 | | | 27.23 | 30.83 | -3.60 | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.41 | 11.61 | 11.89 | N/A | | 2008 | -0.23 | -0.32 | -5.34 | -6.18 | | 2007 | 2.10 | -0.34 | 1.45 | 1.62 | | 2006 | 1.59 | -2.53 | 5.85 | 5.07 | | 2005 | -1.16 | 7.34 | 4.00 | 1.28 | | 2004 | 3.18 | -6.20 | 9.63 | 6.13 | | 2003 | 7.48 | 9.00 | 2.08 | 6.39 | | 2002 | N/A | N/A | -1.14 | 11.93 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 112 | 59.82 | | 1-Month | 81 | 113 | 71.68 | | 3-Month | 84 | 113 | 74.34 | | 6-Month | 66 | 112 | 58.93 | | 1-Year | 49 | 108 | 45.37 | | 3-Year | 16 | 72 | 22.22 | | 5-Year | 16 | 52 | 30.77 |
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1.23% Nasdaq 
Performance
