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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.34% | | 5-Year Average Return: | -0.92% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.00% | |
Worst 1-Yr Total Return (2008): | -36.21% | |
Best 3-Yr Total Return (2005-7): | 8.51% | |
Worst 3-Yr Total Return (2006-8): | -8.84% |
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| 1-Year: | -17.48% | | 3-Year: | -10.80% | | 5-Year: | -1.07% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEPAX | Category | Diff | Index* | Diff | | Year To Date | 8.34 | 15.79 | -7.45 | 17.05 | -8.71 | | 1-Month | -3.37 | -2.21 | -1.16 | -1.86 | -1.51 | | 3-Month | 5.32 | 5.62 | -0.3 | 5.48 | -0.16 | | 1-Year | 2.15 | 9.52 | -7.37 | 9.80 | -7.65 | | 3-Year | -10.98 | -8.36 | -2.62 | -7.02 | -3.96 | | 5-Year | -0.92 | 0.18 | -1.1 | 0.33 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.51 | 46.84 | 0.67 | 45.76 | 1.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.37 | -16.40 | -4.97 | -18.25 | -3.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.21 | -37.09 | 0.88 | | 2007 | | | -1.86 | 1.42 | -3.28 | | 2006 | | | 21.00 | 18.15 | 2.85 | | 2005 | | | 7.60 | 5.95 | 1.65 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MEPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.86 | 16.19 | 17.49 | N/A | | 2008 | -9.27 | -4.71 | -5.50 | -21.91 | | 2007 | 0.37 | 4.33 | -0.80 | -5.52 | | 2006 | 5.88 | 0.33 | 6.19 | 7.27 | | 2005 | 0.68 | 1.69 | 4.40 | 0.67 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1161 | 1335 | 86.97 | | 1-Month | 1075 | 1379 | 77.96 | | 3-Month | 1067 | 1368 | 78.00 | | 6-Month | 780 | 1346 | 57.95 | | 1-Year | 944 | 1318 | 71.62 | | 3-Year | 801 | 1124 | 71.26 | | 5-Year | 568 | 934 | 60.81 |
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0.67% Nasdaq 
Performance
