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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.23% | | 5-Year Average Return: | 1.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.53% | |
Worst 1-Yr Total Return (2008): | -38.04% | |
Best 3-Yr Total Return (2004-6): | 10.64% | |
Worst 3-Yr Total Return (2006-8): | -8.86% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MRERX | Category | Diff | Index* | Diff | | Year To Date | 28.23 | 25.10 | 3.13 | 24.07 | 4.16 | | 1-Month | 5.35 | 5.28 | 0.07 | 6.00 | -0.65 | | 3-Month | 7.05 | 7.01 | 0.04 | 7.91 | -0.86 | | 1-Year | 33.82 | 28.01 | 5.81 | 25.39 | 8.43 | | 3-Year | -4.59 | -5.87 | 1.28 | -5.79 | 1.2 | | 5-Year | 1.26 | 0.64 | 0.62 | 0.71 | 0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.46 | 46.08 | 1.38 | 45.76 | 1.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.71 | -17.41 | 0.7 | -18.25 | 1.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRERX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.04 | -37.79 | -0.25 | | 2007 | | | 8.17 | 6.16 | 2.01 | | 2006 | | | 12.94 | 14.17 | -1.23 | | 2005 | | | 5.62 | 5.88 | -0.26 | | 2004 | | | 13.53 | 10.02 | 3.51 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MRERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.53 | 17.98 | 15.73 | N/A | | 2008 | -11.27 | 0.31 | -10.16 | -22.51 | | 2007 | 2.33 | 6.31 | 1.50 | -2.04 | | 2006 | 3.08 | -3.10 | 5.37 | 7.31 | | 2005 | -2.65 | 2.66 | 3.28 | 2.32 | | 2004 | 2.09 | 1.73 | -1.95 | 11.49 | | 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 | 444 | 2021 | 21.97 | | 1-Month | 443 | 2113 | 20.97 | | 3-Month | 1170 | 2091 | 55.95 | | 6-Month | 660 | 2064 | 31.98 | | 1-Year | 258 | 2011 | 12.83 | | 3-Year | 383 | 1707 | 22.44 | | 5-Year | 371 | 1360 | 27.28 |
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0.20% Nasdaq 
Performance
