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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.52% | | 5-Year Average Return: | 1.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.55% | |
Worst 1-Yr Total Return (2008): | -36.68% | |
Best 3-Yr Total Return (2004-6): | 14.45% | |
Worst 3-Yr Total Return (2006-8): | -6.99% |
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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 | MEQFX | Category | Diff | Index* | Diff | | Year To Date | 12.52 | 15.79 | -3.27 | 17.05 | -4.53 | | 1-Month | -3.33 | -2.21 | -1.12 | -1.86 | -1.47 | | 3-Month | 3.57 | 5.62 | -2.05 | 5.48 | -1.91 | | 1-Year | 5.56 | 9.52 | -3.96 | 9.80 | -4.24 | | 3-Year | -7.87 | -8.36 | 0.49 | -7.02 | -0.85 | | 5-Year | 1.36 | 0.18 | 1.18 | 0.33 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.98 | 46.84 | -4.86 | 45.76 | -3.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.83 | -16.40 | -4.43 | -18.25 | -2.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MEQFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.68 | -37.09 | 0.41 | | 2007 | | | 5.41 | 1.42 | 3.99 | | 2006 | | | 20.55 | 18.15 | 2.40 | | 2005 | | | 9.23 | 5.95 | 3.28 | | 2004 | | | 13.86 | 12.97 | 0.89 | | 2003 | | | 27.09 | 28.44 | -1.35 | | 2002 | | | -24.26 | -18.69 | -5.57 | | 2001 | | | -13.49 | -4.99 | -8.50 | | 2000 | | | -8.14 | 7.87 | -16.01 | | 1999 | | | 17.19 | 6.72 | 10.47 |
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| PAST QUARTERLY RETURNS (%) FOR
MEQFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.02 | 14.65 | 15.38 | N/A | | 2008 | -10.42 | 0.00 | -9.64 | -21.77 | | 2007 | 3.83 | 4.38 | 1.27 | -3.96 | | 2006 | 5.83 | 0.51 | 5.04 | 7.89 | | 2005 | -0.70 | 1.38 | 6.00 | 2.36 | | 2004 | 2.45 | 1.50 | -0.35 | 9.88 | | 2003 | -3.54 | 15.52 | 3.08 | 10.65 | | 2002 | 0.09 | -11.23 | -17.28 | 3.05 | | 2001 | -11.65 | 5.76 | -15.71 | 9.84 | | 2000 | 2.88 | -2.93 | 1.63 | -9.50 | | 1999 | N/A | N/A | N/A | 13.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 867 | 1335 | 64.94 | | 1-Month | 1310 | 1379 | 95.00 | | 3-Month | 1272 | 1368 | 92.98 | | 6-Month | 1063 | 1346 | 78.97 | | 1-Year | 774 | 1318 | 58.73 | | 3-Year | 391 | 1124 | 34.79 | | 5-Year | 219 | 934 | 23.45 |
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