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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.44% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.16% | |
Worst 1-Yr Total Return (2008): | -41.93% | |
Best 3-Yr Total Return (2006-8): | -10.35% | |
Worst 3-Yr Total Return (2006-8): | -10.35% |
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| 1-Year: | -11.45% | | 3-Year: | -6.56% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDDDX | Category | Diff | Index* | Diff | | Year To Date | 28.44 | 31.20 | -2.76 | 24.07 | 4.37 | | 1-Month | 7.57 | 5.67 | 1.9 | 6.00 | 1.57 | | 3-Month | 10.61 | 8.18 | 2.43 | 7.91 | 2.7 | | 1-Year | 29.97 | 34.04 | -4.07 | 25.39 | 4.58 | | 3-Year | -4.69 | -3.89 | -0.8 | -5.79 | 1.1 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.27 | 43.84 | -1.57 | 45.76 | -3.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.25 | -18.03 | -2.22 | -18.25 | -2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDDDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.93 | -40.67 | -1.26 | | 2007 | | | 14.16 | 13.35 | 0.81 | | 2006 | | | 8.69 | 7.05 | 1.64 | | 2005 | | | N/A | 6.71 | N/A | | 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
MDDDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.65 | 14.92 | 15.98 | N/A | | 2008 | -13.55 | -0.09 | -12.42 | -23.24 | | 2007 | 0.70 | 5.44 | 8.02 | -0.45 | | 2006 | 5.10 | -4.22 | 1.22 | 6.67 | | 2005 | N/A | N/A | N/A | 3.93 | | 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 | 1345 | 1818 | 73.98 | | 1-Month | 1829 | 1906 | 95.96 | | 3-Month | 932 | 1904 | 48.95 | | 6-Month | 727 | 1866 | 38.96 | | 1-Year | 1210 | 1815 | 66.67 | | 3-Year | 943 | 1537 | 61.35 | | 5-Year | | 1273 | N/A |
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0.83% Nasdaq 0.00%
Performance
