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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.97% | | 5-Year Average Return: | -0.20% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 22.20% | |
Worst 1-Yr Total Return (2008): | -35.90% | |
Best 3-Yr Total Return (2005-7): | 9.21% | |
Worst 3-Yr Total Return (2006-8): | -8.25% |
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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 | MEPSX | Category | Diff | Index* | Diff | | Year To Date | 14.97 | 21.73 | -6.76 | 24.07 | -9.1 | | 1-Month | 5.57 | 5.16 | 0.41 | 6.00 | -0.43 | | 3-Month | 6.07 | 6.45 | -0.38 | 7.91 | -1.84 | | 1-Year | 17.67 | 24.67 | -7 | 25.39 | -7.72 | | 3-Year | -9.31 | -7.33 | -1.98 | -5.79 | -3.52 | | 5-Year | -0.20 | 0.27 | -0.47 | 0.71 | -0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.80 | 47.53 | 0.27 | 45.76 | 2.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.95 | -16.99 | -3.96 | -18.25 | -2.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.90 | -37.09 | 1.19 | | 2007 | | | -1.40 | 1.42 | -2.82 | | 2006 | | | 22.20 | 18.15 | 4.05 | | 2005 | | | 8.09 | 5.95 | 2.14 | | 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
MEPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.81 | 16.33 | 17.68 | N/A | | 2008 | -9.16 | -4.56 | -5.42 | -21.82 | | 2007 | 0.44 | 4.50 | -0.64 | -5.46 | | 2006 | 6.03 | 0.41 | 6.39 | 7.89 | | 2005 | 0.85 | 1.69 | 4.64 | 0.72 | | 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 | 1099 | 1293 | 85.00 | | 1-Month | 575 | 1338 | 42.97 | | 3-Month | 890 | 1329 | 66.97 | | 6-Month | 475 | 1320 | 35.98 | | 1-Year | 880 | 1280 | 68.75 | | 3-Year | 757 | 1088 | 69.58 | | 5-Year | 471 | 917 | 51.36 |
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