|
| Morningstar Return Rating: | Average | | Year to Date Return: | 54.30% | | 5-Year Average Return: | 12.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 34.64% | |
Worst 1-Yr Total Return (2008): | -55.83% | |
Best 3-Yr Total Return (2005-7): | 32.68% | |
Worst 3-Yr Total Return (2006-8): | -8.49% |
|
| 1-Year: | 8.51% | | 3-Year: | 2.84% | | 5-Year: | 13.33% | | 10-Year: | 10.98% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEMCX | Category | Diff | Index* | Diff | | Year To Date | 54.30 | 59.14 | -4.84 | 27.36 | 26.94 | | 1-Month | -1.09 | -1.32 | 0.23 | -1.25 | 0.16 | | 3-Month | 8.37 | 7.70 | 0.67 | 8.10 | 0.27 | | 1-Year | 50.15 | 56.66 | -6.51 | 27.71 | 22.44 | | 3-Year | 0.63 | 2.92 | -2.29 | -5.22 | 5.85 | | 5-Year | 12.88 | 14.22 | -1.34 | 5.10 | 7.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.83 | 84.39 | -7.56 | 59.35 | 17.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.48 | -6.80 | -10.68 | -14.95 | -2.53 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.83 | -54.44 | -1.39 | | 2007 | | | 34.56 | 36.68 | -2.12 | | 2006 | | | 28.92 | 32.06 | -3.14 | | 2005 | | | 34.64 | 31.54 | 3.10 | | 2004 | | | 25.98 | 23.54 | 2.44 | | 2003 | | | 51.29 | 55.19 | -3.90 | | 2002 | | | -3.39 | -6.05 | 2.66 | | 2001 | | | -3.13 | -3.83 | 0.70 | | 2000 | | | -24.47 | -30.33 | 5.86 | | 1999 | | | 46.86 | 70.56 | -23.70 |
|
| PAST QUARTERLY RETURNS (%) FOR
MEMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.56 | 30.22 | 21.69 | N/A | | 2008 | -10.22 | 1.24 | -30.73 | -29.85 | | 2007 | 2.13 | 11.68 | 11.72 | 5.59 | | 2006 | 11.61 | -4.72 | 3.34 | 17.31 | | 2005 | 2.02 | 4.73 | 18.69 | 6.17 | | 2004 | 10.63 | -10.10 | 9.05 | 16.15 | | 2003 | -7.51 | 22.51 | 13.83 | 17.30 | | 2002 | 15.14 | -6.44 | -14.64 | 5.06 | | 2001 | -6.04 | 7.80 | -19.98 | 19.51 | | 2000 | 6.41 | -11.77 | -11.62 | -8.97 | | 1999 | N/A | N/A | N/A | 30.69 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 266 | 365 | 72.88 | | 1-Month | 194 | 381 | 50.92 | | 3-Month | 97 | 374 | 25.94 | | 6-Month | 230 | 371 | 61.99 | | 1-Year | 227 | 346 | 65.61 | | 3-Year | 188 | 260 | 72.31 | | 5-Year | 126 | 193 | 65.28 |
|
|
|
|
|
0.18% Nasdaq 
0.42%
Performance
