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| Morningstar Return Rating: | Average | | Year to Date Return: | 55.27% | | 5-Year Average Return: | 13.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 35.48% | |
Worst 1-Yr Total Return (2008): | -55.55% | |
Best 3-Yr Total Return (2005-7): | 33.53% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | 3.83% | | 3-Year: | 1.50% | | 5-Year: | 12.72% | | 10-Year: | 10.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEMAX | Category | Diff | Index* | Diff | | Year To Date | 55.27 | 59.14 | -3.87 | 27.36 | 27.91 | | 1-Month | -1.00 | -1.32 | 0.32 | -1.25 | 0.25 | | 3-Month | 8.59 | 7.70 | 0.89 | 8.10 | 0.49 | | 1-Year | 51.25 | 56.66 | -5.41 | 27.71 | 23.54 | | 3-Year | 1.31 | 2.92 | -1.61 | -5.22 | 6.53 | | 5-Year | 13.63 | 14.22 | -0.59 | 5.10 | 8.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.59 | 84.39 | -6.8 | 59.35 | 18.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.88 | -6.80 | -10.08 | -14.95 | -1.93 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.55 | -54.44 | -1.11 | | 2007 | | | 35.46 | 36.68 | -1.22 | | 2006 | | | 29.75 | 32.06 | -2.31 | | 2005 | | | 35.48 | 31.54 | 3.94 | | 2004 | | | 26.71 | 23.54 | 3.17 | | 2003 | | | 52.02 | 55.19 | -3.17 | | 2002 | | | -2.84 | -6.05 | 3.21 | | 2001 | | | -2.47 | -3.83 | 1.36 | | 2000 | | | -24.15 | -30.33 | 6.18 | | 1999 | | | 47.62 | 70.56 | -22.94 |
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| PAST QUARTERLY RETURNS (%) FOR
MEMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.45 | 30.53 | 21.93 | N/A | | 2008 | -10.08 | 1.39 | -30.59 | -29.76 | | 2007 | 2.29 | 11.88 | 11.89 | 5.78 | | 2006 | 11.82 | -4.58 | 3.51 | 17.48 | | 2005 | 2.15 | 4.94 | 18.89 | 6.31 | | 2004 | 10.83 | -10.00 | 9.23 | 16.31 | | 2003 | -7.49 | 22.76 | 13.96 | 17.47 | | 2002 | 15.33 | -6.31 | -14.54 | 5.23 | | 2001 | -5.68 | 7.92 | -19.75 | 19.40 | | 2000 | 6.52 | -11.71 | -11.45 | -8.92 | | 1999 | N/A | N/A | N/A | 30.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 244 | 365 | 66.85 | | 1-Month | 186 | 381 | 48.82 | | 3-Month | 71 | 374 | 18.98 | | 6-Month | 215 | 371 | 57.95 | | 1-Year | 210 | 346 | 60.69 | | 3-Year | 173 | 260 | 66.54 | | 5-Year | 117 | 193 | 60.62 |
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0.04% Nasdaq 
0.45%
Performance
