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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.33% | | 5-Year Average Return: | 4.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.84% | |
Worst 1-Yr Total Return (2008): | -13.19% | |
Best 3-Yr Total Return (2004-6): | 5.35% | |
Worst 3-Yr Total Return (2006-8): | -0.80% |
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| 1-Year: | 9.23% | | 3-Year: | 3.46% | | 5-Year: | 3.87% | | 10-Year: | 5.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MASAX | Category | Diff | Index* | Diff | | Year To Date | 24.33 | 24.90 | -0.57 | 6.24 | 18.09 | | 1-Month | 0.67 | 1.05 | -0.38 | 0.49 | 0.18 | | 3-Month | 6.86 | 6.22 | 0.64 | 2.60 | 4.26 | | 1-Year | 28.56 | 27.17 | 1.39 | 13.79 | 14.77 | | 3-Year | 4.87 | 4.15 | 0.72 | 6.35 | -1.48 | | 5-Year | 4.67 | 4.90 | -0.23 | 5.05 | -0.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.39 | 23.09 | 0.3 | 7.06 | 16.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.54 | 4.14 | -0.6 | 7.94 | -4.4 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MASAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.19 | -15.41 | 2.22 | | 2007 | | | 4.60 | 4.45 | 0.15 | | 2006 | | | 7.50 | 6.90 | 0.60 | | 2005 | | | 0.87 | 2.12 | -1.25 | | 2004 | | | 7.84 | 8.38 | -0.54 | | 2003 | | | 19.92 | 16.18 | 3.74 | | 2002 | | | 4.77 | 6.76 | -1.99 | | 2001 | | | 6.62 | 4.22 | 2.40 | | 2000 | | | -1.57 | 1.73 | -3.30 | | 1999 | | | 2.30 | 2.89 | -0.59 |
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| PAST QUARTERLY RETURNS (%) FOR
MASAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.49 | 9.25 | 10.30 | N/A | | 2008 | -1.10 | 0.30 | -5.50 | -7.39 | | 2007 | 1.68 | -0.22 | 2.01 | 1.07 | | 2006 | 0.79 | -0.17 | 3.32 | 3.40 | | 2005 | -1.23 | 1.27 | 0.40 | 0.45 | | 2004 | 2.25 | -2.09 | 3.43 | 4.14 | | 2003 | 4.88 | 7.48 | 2.24 | 4.05 | | 2002 | 1.53 | -1.64 | -1.17 | 6.16 | | 2001 | 3.52 | -0.06 | -0.21 | 3.28 | | 2000 | 0.39 | 0.42 | -0.63 | -1.74 | | 1999 | N/A | N/A | N/A | 0.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 122 | 245 | 49.80 | | 1-Month | 242 | 266 | 90.98 | | 3-Month | 51 | 259 | 19.69 | | 6-Month | 152 | 254 | 59.84 | | 1-Year | 78 | 229 | 34.06 | | 3-Year | 49 | 164 | 29.88 | | 5-Year | 59 | 132 | 44.70 |
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0.22% Nasdaq 
0.02 (0.24%) 
Performance
