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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.99% | | 5-Year Average Return: | 9.46% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.78% | |
Worst 1-Yr Total Return (2008): | -10.94% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | MEDWX | Category | Diff | Index* | Diff | | Year To Date | 29.99 | 32.12 | -2.13 | 7.61 | 22.38 | | 1-Month | 0.67 | 1.44 | -0.77 | 1.29 | -0.62 | | 3-Month | 6.51 | 6.67 | -0.16 | 2.86 | 3.65 | | 1-Year | 41.03 | 41.79 | -0.76 | 11.63 | 29.4 | | 3-Year | 7.51 | 5.50 | 2.01 | 6.40 | 1.11 | | 5-Year | 9.46 | 7.74 | 1.72 | 5.49 | 3.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.38 | 33.40 | -4.02 | 7.06 | 22.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.49 | 2.19 | 5.3 | 7.94 | -0.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEDWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.94 | -17.64 | 6.70 | | 2007 | | | 5.78 | 5.36 | 0.42 | | 2006 | | | N/A | 10.99 | N/A | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 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
MEDWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.73 | 11.80 | 12.09 | N/A | | 2008 | 0.06 | -0.18 | -5.07 | -6.08 | | 2007 | 2.33 | -0.12 | 1.61 | 1.85 | | 2006 | N/A | N/A | 6.09 | 5.32 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 56 | 112 | 50.00 | | 1-Month | 50 | 113 | 44.25 | | 3-Month | 70 | 113 | 61.95 | | 6-Month | 58 | 112 | 51.79 | | 1-Year | 51 | 108 | 47.22 | | 3-Year | 10 | 73 | 13.70 | | 5-Year | | 53 | N/A |
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0.47% Nasdaq 
Performance
