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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.74% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 32.52% | |
Worst 1-Yr Total Return (2008): | -38.04% | |
Best 3-Yr Total Return (2005-7): | 8.87% | |
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 | -3.74 | -3.57 | -0.17 | -3.60 | -0.14 | | 1-Month | -3.74 | -3.57 | -0.17 | -3.60 | -0.14 | | 3-Month | 4.79 | 3.99 | 0.8 | 4.16 | 0.63 | | 1-Year | 36.82 | 34.15 | 2.67 | 33.14 | 3.68 | | 3-Year | -5.93 | -7.17 | 1.24 | -7.24 | 1.31 | | 5-Year | 0.86 | 0.19 | 0.67 | 0.18 | 0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.46 | 46.19 | 1.27 | 45.76 | 1.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.71 | -17.46 | 0.75 | -18.25 | 1.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRERX | Category | Diff | | 2009 | | | 32.52 | 28.17 | 4.35 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MRERX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.53 | 17.98 | 15.73 | 6.11 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1193 | 2131 | 55.98 | | 1-Month | 1129 | 2131 | 52.98 | | 3-Month | 273 | 2102 | 12.99 | | 6-Month | 662 | 2071 | 31.97 | | 1-Year | 497 | 2011 | 24.71 | | 3-Year | 425 | 1772 | 23.98 | | 5-Year | 354 | 1376 | 25.73 |
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1.52% Nasdaq 0.00%
Performance
