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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.97% | | 5-Year Average Return: | -3.88% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.60% | |
Worst 1-Yr Total Return (2008): | -43.82% | |
Best 3-Yr Total Return (2004-6): | 7.67% | |
Worst 3-Yr Total Return (2006-8): | -14.21% |
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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 | MEHRX | Category | Diff | Index* | Diff | | Year To Date | 9.97 | 24.15 | -14.18 | 17.05 | -7.08 | | 1-Month | -1.69 | -2.25 | 0.56 | -1.86 | 0.17 | | 3-Month | 2.46 | 4.52 | -2.06 | 5.48 | -3.02 | | 1-Year | 1.35 | 15.35 | -14 | 9.80 | -8.45 | | 3-Year | -10.64 | -4.95 | -5.69 | -7.02 | -3.62 | | 5-Year | -3.88 | 0.99 | -4.87 | 0.33 | -4.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.85 | 42.81 | -17.96 | 45.76 | -20.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.87 | -17.14 | -10.73 | -18.25 | -9.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEHRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.82 | -40.67 | -3.15 | | 2007 | | | 13.40 | 13.35 | 0.05 | | 2006 | | | -0.90 | 7.05 | -7.95 | | 2005 | | | 8.94 | 6.71 | 2.23 | | 2004 | | | 15.60 | 7.81 | 7.79 | | 2003 | | | 21.82 | 28.66 | -6.84 | | 2002 | | | -35.45 | -27.64 | -7.81 | | 2001 | | | -20.45 | -22.30 | 1.85 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEHRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.15 | 7.56 | 10.82 | N/A | | 2008 | -13.94 | -3.09 | -11.15 | -24.19 | | 2007 | 0.45 | 6.00 | 8.20 | -1.57 | | 2006 | 1.79 | -8.50 | -0.16 | 6.58 | | 2005 | -7.97 | 5.30 | 7.38 | 4.69 | | 2004 | 5.83 | 1.95 | -2.09 | 9.43 | | 2003 | -3.66 | 15.68 | 2.26 | 6.90 | | 2002 | -8.57 | -20.19 | -18.02 | 7.90 | | 2001 | -18.45 | 4.76 | -17.74 | 13.21 | | 2000 | N/A | -4.36 | 0.21 | -9.92 | | 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 | 1747 | 1802 | 96.95 | | 1-Month | 548 | 1890 | 28.99 | | 3-Month | 1639 | 1884 | 87.00 | | 6-Month | 1626 | 1827 | 89.00 | | 1-Year | 1462 | 1797 | 81.36 | | 3-Year | 1241 | 1518 | 81.75 | | 5-Year | 1048 | 1251 | 83.77 |
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0.50% Nasdaq 
Performance
