|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.76% | | 5-Year Average Return: | -0.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 14.90% | |
Worst 1-Yr Total Return (2008): | -33.08% | |
Best 3-Yr Total Return (2004-6): | 11.17% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
|
| 1-Year: | -8.64% | | 3-Year: | -6.51% | | 5-Year: | -0.21% | | 10-Year: | 4.57% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEIBX | Category | Diff | Index* | Diff | | Year To Date | 15.76 | 23.00 | -7.24 | 17.05 | -1.29 | | 1-Month | -4.31 | -3.83 | -0.48 | -1.86 | -2.45 | | 3-Month | 5.49 | 6.04 | -0.55 | 5.48 | 0.01 | | 1-Year | 16.34 | 17.86 | -1.52 | 9.80 | 6.54 | | 3-Year | -7.77 | -6.76 | -1.01 | -7.02 | -0.75 | | 5-Year | -0.32 | 1.68 | -2 | 0.33 | -0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.80 | 55.15 | -11.35 | 45.76 | -1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.25 | -15.15 | -3.1 | -18.25 | 0 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.08 | -36.77 | 3.69 | | 2007 | | | -2.53 | 0.83 | -3.36 | | 2006 | | | 14.05 | 15.87 | -1.82 | | 2005 | | | 4.86 | 8.82 | -3.96 | | 2004 | | | 14.90 | 17.85 | -2.95 | | 2003 | | | 28.02 | 33.85 | -5.83 | | 2002 | | | -14.35 | -13.25 | -1.10 | | 2001 | | | 4.17 | 6.67 | -2.50 | | 2000 | | | 21.83 | 18.45 | 3.38 | | 1999 | | | 24.16 | 8.50 | 15.66 |
|
| PAST QUARTERLY RETURNS (%) FOR
MEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.78 | 13.12 | 19.86 | N/A | | 2008 | -6.31 | -2.63 | -7.68 | -20.54 | | 2007 | 3.52 | 5.28 | -3.80 | -7.03 | | 2006 | 6.42 | -1.16 | 2.47 | 5.81 | | 2005 | 2.18 | -1.18 | 3.95 | -0.09 | | 2004 | 2.26 | 3.34 | 2.33 | 6.25 | | 2003 | -6.30 | 13.64 | 5.67 | 13.77 | | 2002 | 7.83 | -7.12 | -17.27 | 3.38 | | 2001 | 0.35 | 4.37 | -10.79 | 11.49 | | 2000 | 3.18 | 1.89 | 10.34 | 5.03 | | 1999 | N/A | N/A | N/A | 3.63 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 364 | 424 | 85.85 | | 1-Month | 338 | 445 | 75.96 | | 3-Month | 281 | 440 | 63.86 | | 6-Month | 277 | 433 | 63.97 | | 1-Year | 233 | 419 | 55.61 | | 3-Year | 197 | 339 | 58.11 | | 5-Year | 162 | 249 | 65.06 |
|
|
|
|
|