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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.30% | | 5-Year Average Return: | -0.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.39% | |
Worst 1-Yr Total Return (2008): | -47.71% | |
Best 3-Yr Total Return (2004-6): | 10.99% | |
Worst 3-Yr Total Return (2006-8): | -14.17% |
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| 1-Year: | -11.60% | | 3-Year: | -7.06% | | 5-Year: | 0.14% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MERBX | Category | Diff | Index* | Diff | | Year To Date | 38.30 | 31.59 | 6.71 | 24.07 | 14.23 | | 1-Month | 2.83 | 4.49 | -1.66 | 6.00 | -3.17 | | 3-Month | 5.11 | 6.16 | -1.05 | 7.91 | -2.8 | | 1-Year | 42.04 | 35.24 | 6.8 | 25.39 | 16.65 | | 3-Year | -8.40 | -5.04 | -3.36 | -5.79 | -2.61 | | 5-Year | -0.47 | 1.47 | -1.94 | 0.71 | -1.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.80 | 48.99 | 10.81 | 45.76 | 14.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.21 | -20.53 | -2.68 | -18.25 | -4.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MERBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.71 | -43.77 | -3.94 | | 2007 | | | 6.63 | 15.09 | -8.46 | | 2006 | | | 13.39 | 9.00 | 4.39 | | 2005 | | | 7.50 | 9.84 | -2.34 | | 2004 | | | 12.17 | 13.23 | -1.06 | | 2003 | | | 32.94 | 35.96 | -3.02 | | 2002 | | | -28.12 | -27.24 | -0.88 | | 2001 | | | -32.43 | -19.98 | -12.45 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MERBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.26 | 27.16 | 14.81 | N/A | | 2008 | -12.54 | 5.24 | -15.12 | -33.07 | | 2007 | 2.75 | 10.08 | -0.57 | -5.18 | | 2006 | 7.16 | -4.62 | 2.87 | 7.85 | | 2005 | -6.31 | 5.26 | 4.40 | 4.41 | | 2004 | 3.98 | 4.68 | -5.69 | 9.27 | | 2003 | -2.94 | 18.79 | 2.55 | 12.44 | | 2002 | -5.71 | -16.82 | -15.09 | 7.94 | | 2001 | -27.86 | 7.52 | -28.55 | 21.91 | | 2000 | N/A | -12.80 | 2.01 | -18.79 | | 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 | 215 | 827 | 26.00 | | 1-Month | 731 | 881 | 82.97 | | 3-Month | 668 | 879 | 76.00 | | 6-Month | 801 | 862 | 92.92 | | 1-Year | 180 | 825 | 21.82 | | 3-Year | 513 | 734 | 69.89 | | 5-Year | 407 | 632 | 64.40 |
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0.51% Nasdaq 0.00%
Performance
