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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.13% | | 5-Year Average Return: | -4.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.98% | |
Worst 1-Yr Total Return (2008): | -42.84% | |
Best 3-Yr Total Return (2005-7): | 8.07% | |
Worst 3-Yr Total Return (2006-8): | -10.61% |
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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 | MEESX | Category | Diff | Index* | Diff | | Year To Date | 7.13 | 25.65 | -18.52 | 24.07 | -16.94 | | 1-Month | 4.72 | 3.38 | 1.34 | 6.00 | -1.28 | | 3-Month | 3.33 | 3.71 | -0.38 | 7.91 | -4.58 | | 1-Year | 11.75 | 31.83 | -20.08 | 25.39 | -13.64 | | 3-Year | -9.71 | -7.28 | -2.43 | -5.79 | -3.92 | | 5-Year | -4.05 | -0.38 | -3.67 | 0.71 | -4.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.79 | 53.06 | -20.27 | 45.76 | -12.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.56 | -19.68 | -11.88 | -18.25 | -13.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.84 | -41.55 | -1.29 | | 2007 | | | 17.98 | 7.59 | 10.39 | | 2006 | | | 5.91 | 10.81 | -4.90 | | 2005 | | | 1.00 | 6.02 | -5.02 | | 2004 | | | 15.08 | 12.41 | 2.67 | | 2003 | | | 46.37 | 45.54 | 0.83 | | 2002 | | | -41.79 | -27.88 | -13.91 | | 2001 | | | -16.10 | -8.91 | -7.19 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.34 | 10.00 | 13.29 | N/A | | 2008 | -16.16 | 13.17 | -19.94 | -24.74 | | 2007 | 1.09 | 12.73 | 10.88 | -6.63 | | 2006 | 11.17 | -6.94 | -8.73 | 12.17 | | 2005 | -8.79 | 4.00 | 3.67 | 2.70 | | 2004 | 4.96 | -0.73 | -5.86 | 17.32 | | 2003 | -3.91 | 24.13 | 12.18 | 9.39 | | 2002 | -9.27 | -21.15 | -25.23 | 8.81 | | 2001 | -24.15 | 22.12 | -30.49 | 30.30 | | 2000 | N/A | N/A | -8.36 | -25.66 | | 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 | 762 | 786 | 96.95 | | 1-Month | 73 | 816 | 8.95 | | 3-Month | 594 | 815 | 72.88 | | 6-Month | 745 | 802 | 92.89 | | 1-Year | 645 | 781 | 82.59 | | 3-Year | 442 | 667 | 66.27 | | 5-Year | 437 | 563 | 77.62 |
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