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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.72% | | 5-Year Average Return: | 3.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.94% | |
Worst 1-Yr Total Return (2008): | -41.05% | |
Best 3-Yr Total Return (2004-6): | 12.73% | |
Worst 3-Yr Total Return (2006-8): | -9.73% |
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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 | MEFYX | Category | Diff | Index* | Diff | | Year To Date | 37.72 | 31.59 | 6.13 | 24.07 | 13.65 | | 1-Month | 4.41 | 4.49 | -0.08 | 6.00 | -1.59 | | 3-Month | 6.42 | 6.16 | 0.26 | 7.91 | -1.49 | | 1-Year | 44.60 | 35.24 | 9.36 | 25.39 | 19.21 | | 3-Year | -2.15 | -5.04 | 2.89 | -5.79 | 3.64 | | 5-Year | 3.51 | 1.47 | 2.04 | 0.71 | 2.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.30 | 48.99 | 5.31 | 45.76 | 8.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.87 | -20.53 | 3.66 | -18.25 | 1.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEFYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.05 | -43.77 | 2.72 | | 2007 | | | 16.14 | 15.09 | 1.05 | | 2006 | | | 7.45 | 9.00 | -1.55 | | 2005 | | | 13.06 | 9.84 | 3.22 | | 2004 | | | 17.94 | 13.23 | 4.71 | | 2003 | | | 38.12 | 35.96 | 2.16 | | 2002 | | | -21.06 | -27.24 | 6.18 | | 2001 | | | -1.05 | -19.98 | 18.93 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.30 | 17.55 | 19.12 | N/A | | 2008 | -10.73 | 5.01 | -14.70 | -26.28 | | 2007 | 3.19 | 10.34 | 3.44 | -1.39 | | 2006 | 6.49 | -4.86 | -0.11 | 6.17 | | 2005 | -2.62 | 3.62 | 7.48 | 4.25 | | 2004 | 3.35 | 4.10 | -2.46 | 12.39 | | 2003 | -1.34 | 19.63 | 4.23 | 12.28 | | 2002 | 0.58 | -10.99 | -18.80 | 8.60 | | 2001 | -13.23 | 14.69 | -17.69 | 20.79 | | 2000 | N/A | N/A | 5.61 | -3.75 | | 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 | 223 | 827 | 26.96 | | 1-Month | 704 | 881 | 79.91 | | 3-Month | 536 | 879 | 60.98 | | 6-Month | 336 | 862 | 38.98 | | 1-Year | 186 | 825 | 22.55 | | 3-Year | 130 | 734 | 17.71 | | 5-Year | 126 | 632 | 19.94 |
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0.51% Nasdaq 
Performance
