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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.67% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.35% | |
Worst 1-Yr Total Return (2008): | -39.38% | |
Best 3-Yr Total Return (2006-8): | -8.66% | |
Worst 3-Yr Total Return (2006-8): | -8.66% |
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| 1-Year: | -11.03% | | 3-Year: | -5.39% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MREBX | Category | Diff | Index* | Diff | | Year To Date | 24.67 | 31.20 | -6.53 | 24.07 | 0.6 | | 1-Month | 5.09 | 5.67 | -0.58 | 6.00 | -0.91 | | 3-Month | 8.32 | 8.18 | 0.14 | 7.91 | 0.41 | | 1-Year | 27.18 | 34.04 | -6.86 | 25.39 | 1.79 | | 3-Year | -4.56 | -3.89 | -0.67 | -5.79 | 1.23 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.83 | 43.84 | -7.01 | 45.76 | -8.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.06 | -18.03 | -3.03 | -18.25 | -2.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MREBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.38 | -40.67 | 1.29 | | 2007 | | | 14.35 | 13.35 | 1.00 | | 2006 | | | 9.95 | 7.05 | 2.90 | | 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
MREBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.51 | 12.22 | 13.12 | N/A | | 2008 | -10.34 | 1.60 | -14.76 | -21.93 | | 2007 | 0.18 | 7.50 | 5.29 | 0.84 | | 2006 | 4.94 | -4.61 | 4.64 | 4.97 | | 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 | 1454 | 1818 | 79.98 | | 1-Month | 1658 | 1906 | 86.99 | | 3-Month | 818 | 1904 | 42.96 | | 6-Month | 1380 | 1866 | 73.95 | | 1-Year | 1226 | 1815 | 67.55 | | 3-Year | 848 | 1537 | 55.17 | | 5-Year | | 1273 | N/A |
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0.07% Nasdaq 
0.81%
Performance
