|
| Morningstar Return Rating: | Average | | Year to Date Return: | 27.90% | | 5-Year Average Return: | 5.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 33.10% | |
Worst 1-Yr Total Return (2008): | -45.02% | |
Best 3-Yr Total Return (2004-6): | 20.35% | |
Worst 3-Yr Total Return (2006-8): | -6.41% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MREFX | Category | Diff | Index* | Diff | | Year To Date | 27.90 | 39.98 | -12.08 | 27.36 | 0.54 | | 1-Month | -3.92 | -1.29 | -2.63 | -1.25 | -2.67 | | 3-Month | 9.13 | 11.09 | -1.96 | 8.10 | 1.03 | | 1-Year | 28.64 | 32.06 | -3.42 | 27.71 | 0.93 | | 3-Year | -5.78 | -5.86 | 0.08 | -5.22 | -0.56 | | 5-Year | 5.29 | 6.04 | -0.75 | 5.10 | 0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.59 | 66.82 | 6.77 | 59.35 | 14.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.75 | -17.94 | 3.19 | -14.95 | 0.2 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MREFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.02 | -49.79 | 4.77 | | 2007 | | | 12.01 | 12.52 | -0.51 | | 2006 | | | 33.10 | 33.56 | -0.46 | | 2005 | | | 9.52 | 15.27 | -5.75 | | 2004 | | | 19.58 | 21.40 | -1.82 | | 2003 | | | N/A | 39.00 | N/A | | 2002 | | | N/A | -13.89 | N/A | | 2001 | | | N/A | -19.15 | N/A | | 2000 | | | N/A | -9.12 | N/A | | 1999 | | | N/A | 30.54 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MREFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.94 | 27.15 | 26.06 | N/A | | 2008 | -10.74 | -0.34 | -20.69 | -22.07 | | 2007 | 1.57 | 9.72 | 1.07 | -0.57 | | 2006 | 12.06 | 2.21 | 4.93 | 10.74 | | 2005 | 1.43 | -1.34 | 7.34 | 1.96 | | 2004 | -0.56 | 2.82 | 0.55 | 16.32 | | 2003 | N/A | 22.67 | 3.21 | 19.89 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 42 | 116 | 36.21 | | 1-Month | 104 | 127 | 81.89 | | 3-Month | 86 | 122 | 70.49 | | 6-Month | 61 | 121 | 50.41 | | 1-Year | 27 | 114 | 23.68 | | 3-Year | 35 | 100 | 35.00 | | 5-Year | 43 | 94 | 45.74 |
|
|
|
|
|
1.00% Nasdaq 
Performance
