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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.77% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.17% | |
Worst 1-Yr Total Return (2008): | -40.87% | |
Best 3-Yr Total Return (2004-6): | 12.99% | |
Worst 3-Yr Total Return (2006-8): | -9.24% |
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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 | MASWX | Category | Diff | Index* | Diff | | Year To Date | 24.77 | 25.65 | -0.88 | 24.07 | 0.7 | | 1-Month | 3.91 | 3.38 | 0.53 | 6.00 | -2.09 | | 3-Month | 3.51 | 3.71 | -0.2 | 7.91 | -4.4 | | 1-Year | 32.54 | 31.83 | 0.71 | 25.39 | 7.15 | | 3-Year | -5.56 | -7.28 | 1.72 | -5.79 | 0.23 | | 5-Year | 1.56 | -0.38 | 1.94 | 0.71 | 0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.59 | 53.06 | -1.47 | 45.76 | 5.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.65 | -19.68 | -4.97 | -18.25 | -6.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MASWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.87 | -41.55 | 0.68 | | 2007 | | | 14.32 | 7.59 | 6.73 | | 2006 | | | 10.62 | 10.81 | -0.19 | | 2005 | | | 13.25 | 6.02 | 7.23 | | 2004 | | | 15.17 | 12.41 | 2.76 | | 2003 | | | 40.65 | 45.54 | -4.89 | | 2002 | | | -24.95 | -27.88 | 2.93 | | 2001 | | | -14.29 | -8.91 | -5.38 | | 2000 | | | -1.94 | -3.85 | 1.91 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MASWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.68 | 26.41 | 13.93 | N/A | | 2008 | -9.78 | 3.38 | -10.49 | -29.18 | | 2007 | 3.64 | 8.71 | 0.42 | 1.04 | | 2006 | 15.60 | -7.34 | -1.55 | 4.90 | | 2005 | -4.11 | 4.85 | 10.02 | 2.38 | | 2004 | 3.57 | 0.86 | -3.16 | 13.84 | | 2003 | -1.25 | 18.68 | 10.49 | 8.62 | | 2002 | -0.66 | -13.84 | -13.20 | 1.01 | | 2001 | -23.41 | 17.91 | -21.27 | 20.54 | | 2000 | 20.99 | -6.16 | 0.59 | -14.14 | | 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 | 385 | 786 | 48.98 | | 1-Month | 554 | 816 | 67.89 | | 3-Month | 252 | 815 | 30.92 | | 6-Month | 521 | 802 | 64.96 | | 1-Year | 317 | 781 | 40.59 | | 3-Year | 160 | 667 | 23.99 | | 5-Year | 95 | 563 | 16.87 |
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0.03% Nasdaq 0.00%
0.01 (0.09%) 
Performance
