Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEQAX (INTERNATIONAL VALUE FUND A CLASS) | 11.80% | 29.01% | 22.11% | 10.70% | 9.09% | 6.25% | 5.30% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEQAX (INTERNATIONAL VALUE FUND A CLASS) | 12/29/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 29.01 | 22.11 | 10.70 | 9.09 | 6.25 | 5.30 | … | … | 11.80 | 41.63 | 3.73 | 19.48 | -11.64 | 8.39 | 8.94 | 12.16 | -17.30 | 21.00 | 1.37 | -7.34 | -3.59 | 21.46 | 18.11 | -9.21 | 3.51 | 29.71 | -43.36 | 17.08 | 28.49 | 11.06 | 18.29 | 36.57 | -16.76 | -14.80 | -1.44 | 19.61 | -1.07 | 0.48 |
| Sharpe Ratio | NA | 2.10 | 1.38 | 0.55 | 0.45 | NA | NA | … | … | 1.96 | 2.60 | 0.01 | 1.14 | -0.67 | 0.63 | 0.28 | 0.98 | -1.40 | 2.40 | 0.05 | -0.43 | -0.31 | 1.66 | 1.04 | -0.32 | 0.15 | 1.08 | -1.08 | 0.80 | 1.88 | 0.83 | 1.39 | 2.35 | -0.98 | -1.17 | -0.46 | 1.46 | -0.28 | 25.99 |
| Standard Deviation(%) | NA | 13.42 | 14.18 | 15.36 | 16.91 | NA | NA | … | … | 16.32 | 14.99 | 12.76 | 14.03 | 19.67 | 13.36 | 31.00 | 10.95 | 13.43 | 8.53 | 21.16 | 17.00 | 11.64 | 12.90 | 17.51 | 28.95 | 22.70 | 27.54 | 40.75 | 17.42 | 13.43 | 10.62 | 12.43 | 15.24 | 18.36 | 14.97 | 12.34 | 11.14 | 16.34 | 3.07 |
| Draw Down(%) | NA | 9.35 | 12.84 | 29.91 | 42.18 | NA | NA | … | … | 9.35 | 12.84 | 9.71 | 9.52 | 28.35 | 10.16 | 33.63 | 10.32 | 25.39 | 2.72 | 14.76 | 19.67 | 13.65 | 9.65 | 17.08 | 26.64 | 20.70 | 28.14 | 54.03 | 12.50 | 13.88 | 7.34 | 11.28 | 17.08 | 26.94 | 27.23 | 11.43 | 9.14 | 26.99 | 0.00 |
| Yield(%) | 0.00 | 8.41 | 6.48 | 4.48 | 4.23 | 3.42 | 4.16 | … | … | 0.00 | 10.38 | 3.70 | 4.88 | 3.17 | 5.10 | 1.19 | 3.59 | 2.63 | 3.26 | 0.45 | 2.15 | 5.34 | 2.78 | 1.67 | 1.36 | 1.70 | 2.21 | 3.21 | 7.90 | 43.06 | 3.33 | 2.44 | 1.40 | 0.46 | 0.42 | 5.38 | 1.50 | 5.65 | 2.22 |
Data as of 06/03/2026, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEQAX (INTERNATIONAL VALUE FUND A CLASS) |
-14.08%
Mar 2000 – Mar 2003 |
-7.53%
Mar 1998 – Mar 2003 |
0.14%
Oct 2007 – Oct 2017 |
-0.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEQAX (INTERNATIONAL VALUE FUND A CLASS) |
29.51%
Mar 2003 – Mar 2006 |
23.21%
Oct 2002 – Oct 2007 |
10.02%
Feb 2016 – Feb 2026 |
8.12%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart