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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.54% | | 5-Year Average Return: | 0.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.60% | |
Worst 1-Yr Total Return (2008): | -41.10% | |
Best 3-Yr Total Return (2004-6): | 14.44% | |
Worst 3-Yr Total Return (2006-8): | -10.08% |
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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 | MXEIX | Category | Diff | Index* | Diff | | Year To Date | 23.54 | 21.73 | 1.81 | 24.07 | -0.53 | | 1-Month | 4.41 | 5.16 | -0.75 | 6.00 | -1.59 | | 3-Month | 5.19 | 6.45 | -1.26 | 7.91 | -2.72 | | 1-Year | 28.80 | 24.67 | 4.13 | 25.39 | 3.41 | | 3-Year | -8.72 | -7.33 | -1.39 | -5.79 | -2.93 | | 5-Year | 0.02 | 0.27 | -0.25 | 0.71 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.09 | 47.53 | 7.56 | 45.76 | 9.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.05 | -16.99 | -2.06 | -18.25 | -0.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.10 | -37.09 | -4.01 | | 2007 | | | 2.35 | 1.42 | 0.93 | | 2006 | | | 20.60 | 18.15 | 2.45 | | 2005 | | | 7.68 | 5.95 | 1.73 | | 2004 | | | 15.40 | 12.97 | 2.43 | | 2003 | | | 40.66 | 28.44 | 12.22 | | 2002 | | | -15.83 | -18.69 | 2.86 | | 2001 | | | 7.92 | -4.99 | 12.91 | | 2000 | | | 23.76 | 7.87 | 15.89 | | 1999 | | | 13.07 | 6.72 | 6.35 |
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| PAST QUARTERLY RETURNS (%) FOR
MXEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.56 | 19.64 | 18.84 | N/A | | 2008 | -10.06 | -5.20 | -8.45 | -24.54 | | 2007 | 2.85 | 7.08 | -1.91 | -5.26 | | 2006 | 8.29 | -1.38 | 5.37 | 7.17 | | 2005 | -0.37 | 2.08 | 4.49 | 1.33 | | 2004 | 4.34 | 0.27 | -1.34 | 11.80 | | 2003 | -6.46 | 23.22 | 5.36 | 15.82 | | 2002 | -0.21 | -8.32 | -15.71 | 9.15 | | 2001 | -1.34 | 5.98 | -13.08 | 18.76 | | 2000 | 12.71 | -0.81 | 5.06 | 5.37 | | 1999 | N/A | N/A | N/A | 4.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 413 | 1293 | 31.94 | | 1-Month | 615 | 1338 | 45.96 | | 3-Month | 1063 | 1329 | 79.98 | | 6-Month | 897 | 1320 | 67.95 | | 1-Year | 246 | 1280 | 19.22 | | 3-Year | 641 | 1088 | 58.92 | | 5-Year | 414 | 917 | 45.15 |
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0.11% Nasdaq 0.00%
0.09 (0.63%) 
Performance
