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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.96% | | 5-Year Average Return: | 5.81% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 15.47% | |
Worst 1-Yr Total Return (2008): | -20.42% | |
Best 3-Yr Total Return (2005-7): | 9.59% | |
Worst 3-Yr Total Return (2006-8): | 1.80% |
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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 | MEDRX | Category | Diff | Index* | Diff | | Year To Date | 15.96 | 10.05 | 5.91 | 17.05 | -1.09 | | 1-Month | -7.20 | -4.79 | -2.41 | -1.86 | -5.34 | | 3-Month | -4.23 | -0.29 | -3.94 | 5.48 | -9.71 | | 1-Year | 17.17 | 8.75 | 8.42 | 9.80 | 7.37 | | 3-Year | 2.52 | -2.62 | 5.14 | -7.02 | 9.54 | | 5-Year | 5.81 | 3.14 | 2.67 | 0.33 | 5.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.59 | 29.31 | 12.28 | 45.76 | -4.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.07 | -11.79 | 7.72 | -18.25 | 14.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEDRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.42 | -23.43 | 3.01 | | 2007 | | | 15.47 | 9.27 | 6.20 | | 2006 | | | 14.81 | 4.27 | 10.54 | | 2005 | | | -0.72 | 9.64 | -10.36 | | 2004 | | | 6.96 | 9.84 | -2.88 | | 2003 | | | 23.19 | 32.51 | -9.32 | | 2002 | | | -29.14 | -28.13 | -1.01 | | 2001 | | | -13.77 | -11.26 | -2.51 | | 2000 | | | 57.04 | 56.75 | 0.29 | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEDRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.20 | 15.63 | 12.80 | N/A | | 2008 | -6.76 | 4.17 | -3.64 | -14.97 | | 2007 | 5.33 | 7.08 | 2.53 | -0.15 | | 2006 | 9.98 | -4.21 | 4.51 | 4.28 | | 2005 | -8.53 | 1.04 | 7.17 | 0.24 | | 2004 | 0.06 | 0.70 | -1.20 | 7.44 | | 2003 | 1.10 | 16.72 | -0.33 | 4.75 | | 2002 | -8.69 | -19.65 | -9.51 | 6.73 | | 2001 | -13.73 | 5.75 | -8.46 | 3.26 | | 2000 | 26.57 | 14.49 | 9.14 | -0.71 | | 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 | 29 | 165 | 17.58 | | 1-Month | 160 | 171 | 93.57 | | 3-Month | 147 | 170 | 86.47 | | 6-Month | 100 | 165 | 60.61 | | 1-Year | 21 | 165 | 12.73 | | 3-Year | 7 | 151 | 4.64 | | 5-Year | 14 | 143 | 9.79 |
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0.67% Nasdaq 
Performance
