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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.84% | | 5-Year Average Return: | 4.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.82% | |
Worst 1-Yr Total Return (2008): | -37.61% | |
Best 3-Yr Total Return (2005-7): | 12.19% | |
Worst 3-Yr Total Return (2006-8): | -6.76% |
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| 1-Year: | -5.22% | | 3-Year: | -0.44% | | 5-Year: | 4.12% | | 10-Year: | -2.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFEGX | Category | Diff | Index* | Diff | | Year To Date | 33.84 | 31.20 | 2.64 | 24.07 | 9.77 | | 1-Month | 6.01 | 5.67 | 0.34 | 6.00 | 0.01 | | 3-Month | 10.18 | 8.18 | 2 | 7.91 | 2.27 | | 1-Year | 34.97 | 34.04 | 0.93 | 25.39 | 9.58 | | 3-Year | 0.22 | -3.89 | 4.11 | -5.79 | 6.01 | | 5-Year | 4.30 | 1.25 | 3.05 | 0.71 | 3.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.73 | 43.84 | 0.89 | 45.76 | -1.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.19 | -18.03 | 0.84 | -18.25 | 1.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.61 | -40.67 | 3.06 | | 2007 | | | 20.82 | 13.35 | 7.47 | | 2006 | | | 7.54 | 7.05 | 0.49 | | 2005 | | | 8.67 | 6.71 | 1.96 | | 2004 | | | 13.05 | 7.81 | 5.24 | | 2003 | | | 31.79 | 28.66 | 3.13 | | 2002 | | | -35.43 | -27.64 | -7.79 | | 2001 | | | -25.82 | -22.30 | -3.52 | | 2000 | | | -25.38 | -13.05 | -12.33 | | 1999 | | | 50.08 | 38.87 | 11.21 |
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| PAST QUARTERLY RETURNS (%) FOR
MFEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.39 | 16.44 | 15.87 | N/A | | 2008 | -10.09 | 5.98 | -16.01 | -22.04 | | 2007 | 2.52 | 8.57 | 6.52 | 1.91 | | 2006 | 6.25 | -7.02 | 1.11 | 7.67 | | 2005 | -5.79 | 4.18 | 6.34 | 4.11 | | 2004 | 4.21 | 1.15 | -6.11 | 14.22 | | 2003 | 1.68 | 16.05 | 2.21 | 9.28 | | 2002 | -5.81 | -20.20 | -17.98 | 4.74 | | 2001 | -24.14 | 13.92 | -31.50 | 25.31 | | 2000 | 9.87 | -5.39 | -7.01 | -22.81 | | 1999 | N/A | N/A | N/A | 35.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 581 | 1818 | 31.96 | | 1-Month | 514 | 1906 | 26.97 | | 3-Month | 418 | 1904 | 21.95 | | 6-Month | 391 | 1866 | 20.95 | | 1-Year | 528 | 1815 | 29.09 | | 3-Year | 94 | 1537 | 6.12 | | 5-Year | 92 | 1273 | 7.23 |
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