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| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.11% | | 5-Year Average Return: | 3.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 21.87% | |
Worst 1-Yr Total Return (2008): | -32.79% | |
Best 3-Yr Total Return (2005-7): | 15.22% | |
Worst 3-Yr Total Return (2006-8): | -2.90% |
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| 1-Year: | 15.48% | | 3-Year: | -3.87% | | 5-Year: | 3.49% | | 10-Year: | 4.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDDVX | Category | Diff | Index* | Diff | | Year To Date | -4.11 | -2.97 | -1.14 | -3.60 | -0.51 | | 1-Month | -4.11 | -2.97 | -1.14 | -3.60 | -0.51 | | 3-Month | 2.88 | 3.98 | -1.1 | 4.16 | -1.28 | | 1-Year | 26.63 | 32.89 | -6.26 | 33.14 | -6.51 | | 3-Year | -3.71 | -8.60 | 4.89 | -7.24 | 3.53 | | 5-Year | 3.86 | -0.19 | 4.05 | 0.18 | 3.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.93 | 47.48 | -9.55 | 45.76 | -7.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.50 | -17.06 | -0.44 | -18.25 | 0.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDDVX | Category | Diff | | 2009 | | | 21.87 | 24.13 | -2.26 | | 2008 | | | -32.79 | -37.09 | 4.30 | | 2007 | | | 14.47 | 1.42 | 13.05 | | 2006 | | | 18.98 | 18.15 | 0.83 | | 2005 | | | 12.31 | 5.95 | 6.36 | | 2004 | | | 14.92 | 12.97 | 1.95 | | 2003 | | | 25.93 | 28.44 | -2.51 | | 2002 | | | -11.50 | -18.69 | 7.19 | | 2001 | | | -4.32 | -4.99 | 0.67 | | 2000 | | | 11.63 | 7.87 | 3.76 |
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| PAST QUARTERLY RETURNS (%) FOR
MDDVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.11 | 13.37 | 13.28 | 6.76 | | 2008 | -7.20 | 0.32 | -10.55 | -19.29 | | 2007 | 3.59 | 7.15 | 4.20 | -1.02 | | 2006 | 5.97 | 2.82 | 1.81 | 7.25 | | 2005 | 3.01 | 0.90 | 8.53 | -0.44 | | 2004 | 1.67 | 1.51 | 3.46 | 7.62 | | 2003 | -3.16 | 11.77 | 3.03 | 12.92 | | 2002 | 5.61 | -5.91 | -15.13 | 4.94 | | 2001 | -6.80 | 3.68 | -6.68 | 6.10 | | 2000 | -1.53 | -1.46 | 9.92 | 4.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1245 | 1325 | 93.96 | | 1-Month | 993 | 1325 | 74.94 | | 3-Month | 1089 | 1313 | 82.94 | | 6-Month | 1127 | 1296 | 86.96 | | 1-Year | 852 | 1268 | 67.19 | | 3-Year | 40 | 1104 | 3.62 | | 5-Year | 18 | 914 | 1.97 |
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1.52% Nasdaq 0.00%
Performance
