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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.55% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.20% | |
Worst 1-Yr Total Return (2008): | -38.79% | |
Best 3-Yr Total Return (2006-8): | -7.89% | |
Worst 3-Yr Total Return (2006-8): | -7.89% |
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| 1-Year: | -10.85% | | 3-Year: | -5.47% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MREAX | Category | Diff | Index* | Diff | | Year To Date | 25.55 | 31.20 | -5.65 | 24.07 | 1.48 | | 1-Month | 5.21 | 5.67 | -0.46 | 6.00 | -0.79 | | 3-Month | 8.71 | 8.18 | 0.53 | 7.91 | 0.8 | | 1-Year | 28.21 | 34.04 | -5.83 | 25.39 | 2.82 | | 3-Year | -3.76 | -3.89 | 0.13 | -5.79 | 2.03 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.37 | 43.84 | -6.47 | 45.76 | -8.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.54 | -18.03 | -2.51 | -18.25 | -2.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MREAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.79 | -40.67 | 1.88 | | 2007 | | | 15.20 | 13.35 | 1.85 | | 2006 | | | 10.83 | 7.05 | 3.78 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MREAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.38 | 12.45 | 13.24 | N/A | | 2008 | -10.17 | 2.09 | -14.76 | -21.70 | | 2007 | 0.36 | 7.77 | 5.39 | 1.06 | | 2006 | 5.13 | -4.41 | 4.81 | 5.22 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 1381 | 1818 | 75.96 | | 1-Month | 1467 | 1906 | 76.97 | | 3-Month | 856 | 1904 | 44.96 | | 6-Month | 1231 | 1866 | 65.97 | | 1-Year | 1146 | 1815 | 63.14 | | 3-Year | 642 | 1537 | 41.77 | | 5-Year | | 1273 | N/A |
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0.28% Nasdaq 
Performance
