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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.15% | | 5-Year Average Return: | 4.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.19% | |
Worst 1-Yr Total Return (2008): | -43.48% | |
Best 3-Yr Total Return (2004-6): | 18.96% | |
Worst 3-Yr Total Return (2006-8): | -5.36% |
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| 1-Year: | -4.80% | | 3-Year: | -3.50% | | 5-Year: | 5.55% | | 10-Year: | 3.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEQAX | Category | Diff | Index* | Diff | | Year To Date | 28.15 | 28.50 | -0.35 | 29.91 | -1.76 | | 1-Month | 2.37 | 2.93 | -0.56 | 2.00 | 0.37 | | 3-Month | 5.77 | 4.52 | 1.25 | 4.58 | 1.19 | | 1-Year | 36.40 | 37.87 | -1.47 | 37.72 | -1.32 | | 3-Year | -4.04 | -5.94 | 1.9 | -5.52 | 1.48 | | 5-Year | 4.65 | 3.48 | 1.17 | 4.13 | 0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.35 | 59.57 | 0.78 | 59.35 | 1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.37 | -11.44 | -3.93 | -14.95 | -0.42 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.48 | -42.41 | -1.07 | | 2007 | | | 17.01 | 9.01 | 8.00 | | 2006 | | | 28.19 | 25.98 | 2.21 | | 2005 | | | 11.03 | 13.19 | -2.16 | | 2004 | | | 18.29 | 21.99 | -3.70 | | 2003 | | | 36.57 | 39.07 | -2.50 | | 2002 | | | -16.75 | -12.37 | -4.38 | | 2001 | | | -14.79 | -15.98 | 1.19 | | 2000 | | | -1.49 | -6.76 | 5.27 | | 1999 | | | 19.64 | 30.02 | -10.38 |
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| PAST QUARTERLY RETURNS (%) FOR
MEQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.51 | 24.34 | 21.05 | N/A | | 2008 | -11.53 | -3.07 | -16.05 | -21.50 | | 2007 | 4.19 | 8.70 | 3.64 | -0.32 | | 2006 | 8.83 | 1.02 | 4.05 | 12.06 | | 2005 | 0.74 | -1.92 | 9.91 | 2.25 | | 2004 | 3.10 | 0.83 | -0.82 | 14.73 | | 2003 | -10.12 | 20.74 | 8.79 | 15.67 | | 2002 | 4.07 | -3.45 | -19.40 | 2.80 | | 2001 | -9.84 | 2.81 | -15.32 | 8.54 | | 2000 | -0.94 | 1.14 | -4.24 | 2.68 | | 1999 | N/A | N/A | N/A | 10.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 156 | 340 | 45.88 | | 1-Month | 194 | 354 | 54.80 | | 3-Month | 152 | 354 | 42.94 | | 6-Month | 88 | 352 | 25.00 | | 1-Year | 143 | 338 | 42.31 | | 3-Year | 64 | 265 | 24.15 | | 5-Year | 39 | 199 | 19.60 |
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