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| Morningstar Return Rating: | High | | Year to Date Return: | 29.07% | | 5-Year Average Return: | 9.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.77% | |
Worst 1-Yr Total Return (2008): | -10.87% | |
Best 3-Yr Total Return (2004-6): | 12.60% | |
Worst 3-Yr Total Return (2006-8): | 1.64% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEDIX | Category | Diff | Index* | Diff | | Year To Date | 29.07 | 30.28 | -1.21 | 6.24 | 22.83 | | 1-Month | 0.25 | 0.37 | -0.12 | 0.49 | -0.24 | | 3-Month | 8.26 | 7.25 | 1.01 | 2.60 | 5.66 | | 1-Year | 44.53 | 40.66 | 3.87 | 13.79 | 30.74 | | 3-Year | 7.84 | 5.60 | 2.24 | 6.35 | 1.49 | | 5-Year | 9.82 | 7.82 | 2 | 5.05 | 4.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.39 | 33.40 | -4.01 | 7.06 | 22.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.51 | 2.73 | 4.78 | 7.94 | -0.43 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.87 | -17.64 | 6.77 | | 2007 | | | 5.95 | 5.36 | 0.59 | | 2006 | | | 11.17 | 10.99 | 0.18 | | 2005 | | | 12.89 | 11.50 | 1.39 | | 2004 | | | 13.77 | 12.31 | 1.46 | | 2003 | | | 28.47 | 30.83 | -2.36 | | 2002 | | | 15.57 | 12.69 | 2.88 | | 2001 | | | 21.87 | 12.83 | 9.04 | | 2000 | | | 15.85 | 12.68 | 3.17 | | 1999 | | | 30.75 | 29.58 | 1.17 |
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| PAST QUARTERLY RETURNS (%) FOR
MEDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.67 | 11.84 | 12.13 | N/A | | 2008 | 0.01 | -0.08 | -5.05 | -6.06 | | 2007 | 2.36 | -0.10 | 1.71 | 1.88 | | 2006 | 1.77 | -2.30 | 6.13 | 5.35 | | 2005 | -0.92 | 7.63 | 4.19 | 1.61 | | 2004 | 3.37 | -5.91 | 9.93 | 6.41 | | 2003 | 7.67 | 9.30 | 2.34 | 6.67 | | 2002 | 9.54 | -5.22 | -0.89 | 12.32 | | 2001 | 3.39 | 7.09 | -1.98 | 12.29 | | 2000 | 9.27 | 1.62 | 3.88 | 0.44 | | 1999 | N/A | N/A | N/A | 14.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 112 | 45.54 | | 1-Month | 75 | 113 | 66.37 | | 3-Month | 66 | 113 | 58.41 | | 6-Month | 57 | 112 | 50.89 | | 1-Year | 43 | 108 | 39.81 | | 3-Year | 9 | 72 | 12.50 | | 5-Year | 4 | 52 | 7.69 |
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0.22% Nasdaq 
0.03 (0.21%) 
Performance
