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| Morningstar Return Rating: | Below average | | Year to Date Return: | 41.74% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.22% | |
Worst 1-Yr Total Return (2008): | -45.69% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | JMDIX | Category | Diff | Index* | Diff | | Year To Date | 41.74 | 31.59 | 10.15 | 24.07 | 17.67 | | 1-Month | 3.79 | 4.49 | -0.7 | 6.00 | -2.21 | | 3-Month | 4.69 | 6.16 | -1.47 | 7.91 | -3.22 | | 1-Year | 41.26 | 35.24 | 6.02 | 25.39 | 15.87 | | 3-Year | -7.40 | -5.04 | -2.36 | -5.79 | -1.61 | | 5-Year | N/A | 1.47 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.24 | 48.99 | 13.25 | 45.76 | 16.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.38 | -20.53 | 1.15 | -18.25 | -1.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JMDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.69 | -43.77 | -1.92 | | 2007 | | | 3.22 | 15.09 | -11.87 | | 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 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JMDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.01 | 21.69 | 19.09 | N/A | | 2008 | -12.78 | 3.74 | -11.72 | -32.01 | | 2007 | 1.71 | 2.53 | 2.96 | -3.86 | | 2006 | N/A | N/A | N/A | 10.26 | | 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 | | 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 | 99 | 827 | 11.97 | | 1-Month | 220 | 881 | 24.97 | | 3-Month | 492 | 879 | 55.97 | | 6-Month | 215 | 862 | 24.94 | | 1-Year | 164 | 825 | 19.88 | | 3-Year | 456 | 734 | 62.13 | | 5-Year | | 632 | N/A |
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0.47% Nasdaq 
Performance
