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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.68% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 14.75% | |
Worst 1-Yr Total Return (2008): | -44.14% | |
Best 3-Yr Total Return (2005-7): | 11.03% | |
Worst 3-Yr Total Return (2006-8): | -12.66% |
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| 1-Year: | -12.07% | | 3-Year: | -6.80% | | 5-Year: | 0.55% | | 10-Year: | -3.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAAAX | Category | Diff | Index* | Diff | | Year To Date | 30.68 | 31.20 | -0.52 | 24.07 | 6.61 | | 1-Month | 4.56 | 5.67 | -1.11 | 6.00 | -1.44 | | 3-Month | 6.66 | 8.18 | -1.52 | 7.91 | -1.25 | | 1-Year | 33.79 | 34.04 | -0.25 | 25.39 | 8.4 | | 3-Year | -6.07 | -3.89 | -2.18 | -5.79 | -0.28 | | 5-Year | 0.96 | 1.25 | -0.29 | 0.71 | 0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.54 | 43.84 | -4.3 | 45.76 | -6.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.44 | -18.03 | -5.41 | -18.25 | -5.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.14 | -40.67 | -3.47 | | 2007 | | | 14.58 | 13.35 | 1.23 | | 2006 | | | 4.10 | 7.05 | -2.95 | | 2005 | | | 14.75 | 6.71 | 8.04 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MAAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.55 | 13.44 | 14.74 | N/A | | 2008 | -12.11 | 1.88 | -14.09 | -27.39 | | 2007 | 3.15 | 8.76 | 2.99 | -0.84 | | 2006 | 4.75 | -4.37 | -0.52 | 4.46 | | 2005 | -2.38 | 6.54 | 5.81 | 4.27 | | 2004 | N/A | -1.44 | -5.01 | 10.99 | | 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 | 781 | 1818 | 42.96 | | 1-Month | 800 | 1906 | 41.97 | | 3-Month | 1066 | 1904 | 55.99 | | 6-Month | 1362 | 1866 | 72.99 | | 1-Year | 511 | 1815 | 28.15 | | 3-Year | 989 | 1537 | 64.35 | | 5-Year | 617 | 1273 | 48.47 |
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0.20% Nasdaq 
Performance
