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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.32% | | 5-Year Average Return: | -4.49% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.59% | |
Worst 1-Yr Total Return (2008): | -45.00% | |
Best 3-Yr Total Return (2004-6): | 12.43% | |
Worst 3-Yr Total Return (2006-8): | -19.97% |
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| 1-Year: | -5.98% | | 3-Year: | -12.50% | | 5-Year: | -3.28% | | 10-Year: | 5.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMECX | Category | Diff | Index* | Diff | | Year To Date | 22.32 | 21.65 | 0.67 | 17.05 | 5.27 | | 1-Month | -5.59 | -5.90 | 0.31 | -1.86 | -3.73 | | 3-Month | 3.31 | 2.07 | 1.24 | 5.48 | -2.17 | | 1-Year | 11.72 | 13.17 | -1.45 | 9.80 | 1.92 | | 3-Year | -15.62 | -7.45 | -8.17 | -7.02 | -8.6 | | 5-Year | -4.49 | 0.22 | -4.71 | 0.33 | -4.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.67 | 52.20 | 14.47 | 45.76 | 20.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.03 | -18.89 | -0.14 | -18.25 | -0.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.00 | -41.55 | -3.45 | | 2007 | | | -11.80 | 7.59 | -19.39 | | 2006 | | | 5.68 | 10.81 | -5.13 | | 2005 | | | 10.59 | 6.02 | 4.57 | | 2004 | | | 21.59 | 12.41 | 9.18 | | 2003 | | | 63.08 | 45.54 | 17.54 | | 2002 | | | -22.51 | -27.88 | 5.37 | | 2001 | | | 15.42 | -8.91 | 24.33 | | 2000 | | | -14.60 | -3.85 | -10.75 | | 1999 | | | 73.30 | 64.77 | 8.53 |
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| PAST QUARTERLY RETURNS (%) FOR
MMECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.88 | 28.99 | 18.01 | N/A | | 2008 | -13.47 | -7.16 | -6.59 | -26.71 | | 2007 | -1.25 | 7.68 | -9.15 | -8.70 | | 2006 | 7.79 | -2.98 | -5.18 | 6.57 | | 2005 | -5.56 | 7.16 | 6.24 | 2.87 | | 2004 | 7.88 | -2.41 | 0.24 | 15.23 | | 2003 | -6.58 | 26.55 | 15.02 | 19.92 | | 2002 | 0.56 | -3.79 | -25.01 | 6.80 | | 2001 | -11.16 | 28.99 | -24.49 | 33.40 | | 2000 | 25.60 | -15.14 | -4.28 | -16.29 | | 1999 | N/A | N/A | N/A | 47.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 434 | 790 | 54.94 | | 1-Month | 746 | 820 | 90.98 | | 3-Month | 769 | 819 | 93.89 | | 6-Month | 96 | 800 | 12.00 | | 1-Year | 392 | 783 | 50.06 | | 3-Year | 562 | 669 | 84.01 | | 5-Year | 468 | 554 | 84.48 |
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