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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.10% | | 5-Year Average Return: | -3.76% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.51% | |
Worst 1-Yr Total Return (2008): | -44.61% | |
Best 3-Yr Total Return (2004-6): | 13.28% | |
Worst 3-Yr Total Return (2006-8): | -19.36% |
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| 1-Year: | -9.55% | | 3-Year: | -13.48% | | 5-Year: | -3.64% | | 10-Year: | 5.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMEAX | Category | Diff | Index* | Diff | | Year To Date | 23.10 | 21.65 | 1.45 | 17.05 | 6.05 | | 1-Month | -5.55 | -5.90 | 0.35 | -1.86 | -3.69 | | 3-Month | 3.49 | 2.07 | 1.42 | 5.48 | -1.99 | | 1-Year | 12.54 | 13.17 | -0.63 | 9.80 | 2.74 | | 3-Year | -14.97 | -7.45 | -7.52 | -7.02 | -7.95 | | 5-Year | -3.76 | 0.22 | -3.98 | 0.33 | -4.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.30 | 52.20 | 15.1 | 45.76 | 21.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.36 | -18.89 | 0.53 | -18.25 | -0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.61 | -41.55 | -3.06 | | 2007 | | | -11.09 | 7.59 | -18.68 | | 2006 | | | 6.49 | 10.81 | -4.32 | | 2005 | | | 11.42 | 6.02 | 5.40 | | 2004 | | | 22.51 | 12.41 | 10.10 | | 2003 | | | 64.34 | 45.54 | 18.80 | | 2002 | | | -21.99 | -27.88 | 5.89 | | 2001 | | | 16.31 | -8.91 | 25.22 | | 2000 | | | -14.07 | -3.85 | -10.22 | | 1999 | | | 74.90 | 64.77 | 10.13 |
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| PAST QUARTERLY RETURNS (%) FOR
MMEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.69 | 29.24 | 18.22 | N/A | | 2008 | -13.32 | -7.00 | -6.43 | -26.56 | | 2007 | -1.07 | 7.93 | -8.98 | -8.52 | | 2006 | 8.00 | -2.81 | -5.00 | 6.78 | | 2005 | -5.39 | 7.36 | 6.43 | 3.06 | | 2004 | 8.05 | -2.20 | 0.46 | 15.42 | | 2003 | -6.39 | 26.77 | 15.23 | 20.17 | | 2002 | 0.73 | -3.61 | -24.91 | 7.00 | | 2001 | -10.97 | 29.23 | -24.38 | 33.68 | | 2000 | 25.91 | -14.97 | -4.27 | -16.17 | | 1999 | N/A | N/A | N/A | 47.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 402 | 790 | 50.89 | | 1-Month | 746 | 820 | 90.98 | | 3-Month | 769 | 819 | 93.89 | | 6-Month | 80 | 800 | 10.00 | | 1-Year | 352 | 783 | 44.96 | | 3-Year | 559 | 669 | 83.56 | | 5-Year | 454 | 554 | 81.95 |
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