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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.81% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 49.29% | |
Worst 1-Yr Total Return (2008): | -45.83% | |
Best 3-Yr Total Return (2007-9): | -5.95% | |
Worst 3-Yr Total Return (2007-9): | -5.95% |
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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 | JMDAX | Category | Diff | Index* | Diff | | Year To Date | -3.81 | -4.57 | 0.76 | -3.60 | -0.21 | | 1-Month | -3.81 | -4.57 | 0.76 | -3.60 | -0.21 | | 3-Month | 5.36 | 5.39 | -0.03 | 4.16 | 1.2 | | 1-Year | 54.44 | 39.73 | 14.71 | 33.14 | 21.3 | | 3-Year | -7.74 | -5.54 | -2.2 | -7.24 | -0.5 | | 5-Year | N/A | 1.43 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.78 | 49.32 | 12.46 | 45.76 | 16.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.78 | -20.58 | 0.8 | -18.25 | -1.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JMDAX | Category | Diff | | 2009 | | | 49.29 | 39.11 | 10.18 | | 2008 | | | -45.83 | -43.77 | -2.06 | | 2007 | | | 2.87 | 15.09 | -12.22 | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JMDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.18 | 21.76 | 18.87 | 6.53 | | 2008 | -12.77 | 3.63 | -11.82 | -32.05 | | 2007 | 1.63 | 2.44 | 2.88 | -3.95 | | 2006 | N/A | N/A | N/A | 10.13 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 85 | 857 | 9.92 | | 1-Month | 94 | 857 | 10.97 | | 3-Month | 204 | 851 | 23.97 | | 6-Month | 236 | 845 | 27.93 | | 1-Year | 70 | 804 | 8.71 | | 3-Year | 443 | 719 | 61.61 | | 5-Year | | 622 | N/A |
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1.52% Nasdaq 0.00%
Performance
