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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.72% | | 5-Year Average Return: | -0.12% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.85% | |
Worst 1-Yr Total Return (2008): | -40.18% | |
Best 3-Yr Total Return (2005-7): | 8.32% | |
Worst 3-Yr Total Return (2006-8): | -10.72% |
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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 | MHEFX | Category | Diff | Index* | Diff | | Year To Date | 26.72 | 25.10 | 1.62 | 24.07 | 2.65 | | 1-Month | 4.75 | 5.28 | -0.53 | 6.00 | -1.25 | | 3-Month | 6.27 | 7.01 | -0.74 | 7.91 | -1.64 | | 1-Year | 30.98 | 28.01 | 2.97 | 25.39 | 5.59 | | 3-Year | -6.65 | -5.87 | -0.78 | -5.79 | -0.86 | | 5-Year | -0.12 | 0.64 | -0.76 | 0.71 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.95 | 46.08 | -0.13 | 45.76 | 0.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.57 | -17.41 | -2.16 | -18.25 | -1.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MHEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.18 | -37.79 | -2.39 | | 2007 | | | 6.37 | 6.16 | 0.21 | | 2006 | | | 11.85 | 14.17 | -2.32 | | 2005 | | | 6.81 | 5.88 | 0.93 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MHEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.91 | 18.93 | 14.59 | N/A | | 2008 | -8.73 | 0.75 | -15.27 | -23.22 | | 2007 | 2.00 | 6.87 | 0.15 | -2.58 | | 2006 | 5.34 | -2.53 | 1.56 | 7.27 | | 2005 | -1.66 | 2.26 | 4.04 | 2.10 | | 2004 | N/A | 1.19 | -2.94 | 10.07 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 545 | 2021 | 26.97 | | 1-Month | 612 | 2113 | 28.96 | | 3-Month | 1526 | 2091 | 72.98 | | 6-Month | 1733 | 2064 | 83.96 | | 1-Year | 476 | 2011 | 23.67 | | 3-Year | 886 | 1707 | 51.90 | | 5-Year | 769 | 1360 | 56.54 |
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