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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.76% | | 5-Year Average Return: | 2.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.07% | |
Worst 1-Yr Total Return (2008): | -41.42% | |
Best 3-Yr Total Return (2004-6): | 11.93% | |
Worst 3-Yr Total Return (2006-8): | -10.34% |
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| 1-Year: | 0.18% | | 3-Year: | -0.54% | | 5-Year: | 4.51% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEFNX | Category | Diff | Index* | Diff | | Year To Date | 36.76 | 31.59 | 5.17 | 24.07 | 12.69 | | 1-Month | 4.41 | 4.49 | -0.08 | 6.00 | -1.59 | | 3-Month | 6.24 | 6.16 | 0.08 | 7.91 | -1.67 | | 1-Year | 43.62 | 35.24 | 8.38 | 25.39 | 18.23 | | 3-Year | -2.83 | -5.04 | 2.21 | -5.79 | 2.96 | | 5-Year | 2.78 | 1.47 | 1.31 | 0.71 | 2.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.58 | 48.99 | 4.59 | 45.76 | 7.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.48 | -20.53 | 3.05 | -18.25 | 0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEFNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.42 | -43.77 | 2.35 | | 2007 | | | 15.35 | 15.09 | 0.26 | | 2006 | | | 6.68 | 9.00 | -2.32 | | 2005 | | | 12.28 | 9.84 | 2.44 | | 2004 | | | 17.07 | 13.23 | 3.84 | | 2003 | | | 37.21 | 35.96 | 1.25 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEFNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.51 | 17.32 | 18.89 | N/A | | 2008 | -10.90 | 4.80 | -14.80 | -26.38 | | 2007 | 3.03 | 10.10 | 3.29 | -1.55 | | 2006 | 6.31 | -4.99 | -0.33 | 5.97 | | 2005 | -2.78 | 3.41 | 7.26 | 4.12 | | 2004 | 3.06 | 4.02 | -2.61 | 12.12 | | 2003 | -1.61 | 19.47 | 4.10 | 12.12 | | 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 | 272 | 827 | 32.89 | | 1-Month | 731 | 881 | 82.97 | | 3-Month | 571 | 879 | 64.96 | | 6-Month | 396 | 862 | 45.94 | | 1-Year | 218 | 825 | 26.42 | | 3-Year | 172 | 734 | 23.43 | | 5-Year | 173 | 632 | 27.37 |
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