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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.64% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.85% | |
Worst 1-Yr Total Return (2008): | -41.08% | |
Best 3-Yr Total Return (2004-6): | 12.70% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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| 1-Year: | -13.87% | | 3-Year: | -4.99% | | 5-Year: | 3.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDSWX | Category | Diff | Index* | Diff | | Year To Date | 24.64 | 25.65 | -1.01 | 24.07 | 0.57 | | 1-Month | 3.91 | 3.38 | 0.53 | 6.00 | -2.09 | | 3-Month | 3.49 | 3.71 | -0.22 | 7.91 | -4.42 | | 1-Year | 32.27 | 31.83 | 0.44 | 25.39 | 6.88 | | 3-Year | -5.77 | -7.28 | 1.51 | -5.79 | 0.02 | | 5-Year | 1.31 | -0.38 | 1.69 | 0.71 | 0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.42 | 53.06 | -1.64 | 45.76 | 5.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.89 | -19.68 | -5.21 | -18.25 | -6.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDSWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.08 | -41.55 | 0.47 | | 2007 | | | 14.05 | 7.59 | 6.46 | | 2006 | | | 10.35 | 10.81 | -0.46 | | 2005 | | | 12.93 | 6.02 | 6.91 | | 2004 | | | 14.85 | 12.41 | 2.44 | | 2003 | | | 40.28 | 45.54 | -5.26 | | 2002 | | | -25.14 | -27.88 | 2.74 | | 2001 | | | -14.40 | -8.91 | -5.49 | | 2000 | | | -2.24 | -3.85 | 1.61 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDSWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.70 | 26.51 | 13.72 | N/A | | 2008 | -9.84 | 3.30 | -10.57 | -29.25 | | 2007 | 3.64 | 8.60 | 0.32 | 1.00 | | 2006 | 15.61 | -7.44 | -1.65 | 4.85 | | 2005 | -4.15 | 4.74 | 9.99 | 2.27 | | 2004 | 3.51 | 0.78 | -3.19 | 13.73 | | 2003 | -1.39 | 18.69 | 10.36 | 8.60 | | 2002 | -0.76 | -13.90 | -13.27 | 1.02 | | 2001 | -23.46 | 17.86 | -21.26 | 20.50 | | 2000 | 20.93 | -6.16 | 0.44 | -14.23 | | 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 | 538 | 816 | 65.93 | | 3-Month | 260 | 815 | 31.90 | | 6-Month | 553 | 802 | 68.95 | | 1-Year | 322 | 781 | 41.23 | | 3-Year | 172 | 667 | 25.79 | | 5-Year | 110 | 563 | 19.54 |
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0.51% Nasdaq 
Performance
