|
| Morningstar Return Rating: | Average | | Year to Date Return: | 27.42% | | 5-Year Average Return: | 3.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.24% | |
Worst 1-Yr Total Return (2008): | -43.93% | |
Best 3-Yr Total Return (2004-6): | 18.09% | |
Worst 3-Yr Total Return (2006-8): | -6.04% |
|
| 1-Year: | -4.52% | | 3-Year: | -2.82% | | 5-Year: | 5.83% | | 10-Year: | 3.58% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MEQBX | Category | Diff | Index* | Diff | | Year To Date | 27.42 | 28.50 | -1.08 | 29.91 | -2.49 | | 1-Month | 2.45 | 2.93 | -0.48 | 2.00 | 0.45 | | 3-Month | 5.65 | 4.52 | 1.13 | 4.58 | 1.07 | | 1-Year | 35.36 | 37.87 | -2.51 | 37.72 | -2.36 | | 3-Year | -4.72 | -5.94 | 1.22 | -5.52 | 0.8 | | 5-Year | 3.90 | 3.48 | 0.42 | 4.13 | -0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.60 | 59.57 | 0.03 | 59.35 | 0.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.95 | -11.44 | -4.51 | -14.95 | -1 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEQBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.93 | -42.41 | -1.52 | | 2007 | | | 16.29 | 9.01 | 7.28 | | 2006 | | | 27.24 | 25.98 | 1.26 | | 2005 | | | 10.26 | 13.19 | -2.93 | | 2004 | | | 17.37 | 21.99 | -4.62 | | 2003 | | | 35.74 | 39.07 | -3.33 | | 2002 | | | -17.27 | -12.37 | -4.90 | | 2001 | | | -15.09 | -15.98 | 0.89 | | 2000 | | | -1.92 | -6.76 | 4.84 | | 1999 | | | 18.93 | 30.02 | -11.09 |
|
| PAST QUARTERLY RETURNS (%) FOR
MEQBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.70 | 24.16 | 20.98 | N/A | | 2008 | -11.70 | -3.26 | -16.26 | -21.62 | | 2007 | 4.08 | 8.51 | 3.45 | -0.47 | | 2006 | 8.59 | 0.88 | 3.88 | 11.81 | | 2005 | 0.56 | -2.05 | 9.69 | 2.05 | | 2004 | 2.92 | 0.63 | -1.04 | 14.53 | | 2003 | -10.36 | 20.52 | 8.65 | 15.65 | | 2002 | 3.99 | -3.60 | -19.64 | 2.70 | | 2001 | -10.09 | 2.61 | -15.47 | 8.89 | | 2000 | -1.14 | 0.96 | -4.19 | 2.56 | | 1999 | N/A | N/A | N/A | 10.50 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 176 | 340 | 51.76 | | 1-Month | 191 | 354 | 53.95 | | 3-Month | 169 | 354 | 47.74 | | 6-Month | 112 | 352 | 31.82 | | 1-Year | 161 | 338 | 47.63 | | 3-Year | 91 | 265 | 34.34 | | 5-Year | 62 | 199 | 31.16 |
|
|
|
|
|