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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.51% | | 5-Year Average Return: | 4.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.23% | |
Worst 1-Yr Total Return (2008): | -34.92% | |
Best 3-Yr Total Return (2005-7): | 14.25% | |
Worst 3-Yr Total Return (2006-8): | -3.23% |
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| 1-Year: | -1.87% | | 3-Year: | 0.59% | | 5-Year: | 4.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDFOX | Category | Diff | Index* | Diff | | Year To Date | 19.51 | 24.15 | -4.64 | 17.05 | 2.46 | | 1-Month | -3.45 | -2.25 | -1.2 | -1.86 | -1.59 | | 3-Month | 4.26 | 4.52 | -0.26 | 5.48 | -1.22 | | 1-Year | 24.05 | 15.35 | 8.7 | 9.80 | 14.25 | | 3-Year | 0.34 | -4.95 | 5.29 | -7.02 | 7.36 | | 5-Year | 4.67 | 0.99 | 3.68 | 0.33 | 4.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.97 | 42.81 | -1.84 | 45.76 | -4.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.67 | -17.14 | 0.47 | -18.25 | 1.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDFOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.92 | -40.67 | 5.75 | | 2007 | | | 29.23 | 13.35 | 15.88 | | 2006 | | | 7.73 | 7.05 | 0.68 | | 2005 | | | 7.10 | 6.71 | 0.39 | | 2004 | | | 5.63 | 7.81 | -2.18 | | 2003 | | | 36.75 | 28.66 | 8.09 | | 2002 | | | -39.38 | -27.64 | -11.74 | | 2001 | | | -70.17 | -22.30 | -47.87 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDFOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.88 | 10.90 | 17.34 | N/A | | 2008 | -11.11 | 0.89 | -13.27 | -16.33 | | 2007 | 5.13 | 10.24 | 7.96 | 3.28 | | 2006 | 6.08 | -0.52 | -1.05 | 3.17 | | 2005 | -5.92 | 0.00 | 11.32 | 2.26 | | 2004 | 8.13 | -2.31 | -8.28 | 9.03 | | 2003 | -0.85 | 22.41 | 3.52 | 8.84 | | 2002 | -6.22 | -19.89 | -21.38 | 2.63 | | 2001 | -55.02 | 9.28 | -52.20 | 26.97 | | 2000 | N/A | -5.02 | 23.12 | -38.32 | | 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 | 1315 | 1802 | 72.97 | | 1-Month | 1530 | 1890 | 80.95 | | 3-Month | 885 | 1884 | 46.97 | | 6-Month | 1132 | 1827 | 61.96 | | 1-Year | 153 | 1797 | 8.51 | | 3-Year | 54 | 1518 | 3.56 | | 5-Year | 59 | 1251 | 4.72 |
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0.22% Nasdaq 0.00%
Performance
