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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.79% | | 5-Year Average Return: | 4.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.21% | |
Worst 1-Yr Total Return (2008): | -3.21% | |
Best 3-Yr Total Return (2005-7): | 3.97% | |
Worst 3-Yr Total Return (2006-8): | 2.24% |
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| 1-Year: | 6.04% | | 3-Year: | 3.54% | | 5-Year: | 3.28% | | 10-Year: | 4.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDVAX | Category | Diff | Index* | Diff | | Year To Date | 12.79 | 13.54 | -0.75 | 6.24 | 6.55 | | 1-Month | 0.75 | 0.89 | -0.14 | 0.49 | 0.26 | | 3-Month | 4.06 | 4.14 | -0.08 | 2.60 | 1.46 | | 1-Year | 17.93 | 17.86 | 0.07 | 13.79 | 4.14 | | 3-Year | 5.26 | 4.54 | 0.72 | 6.35 | -1.09 | | 5-Year | 4.25 | 3.85 | 0.4 | 5.05 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.42 | 13.81 | -1.39 | 7.06 | 5.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.84 | 6.49 | 0.35 | 7.94 | -1.1 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.21 | -4.70 | 1.49 | | 2007 | | | 6.21 | 4.70 | 1.51 | | 2006 | | | 3.95 | 4.15 | -0.20 | | 2005 | | | 1.81 | 1.80 | 0.01 | | 2004 | | | 4.52 | 3.91 | 0.61 | | 2003 | | | 7.95 | 5.10 | 2.85 | | 2002 | | | 7.78 | 8.04 | -0.26 | | 2001 | | | 6.69 | 7.64 | -0.95 | | 2000 | | | 6.81 | 9.44 | -2.63 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.42 | 5.22 | 5.95 | N/A | | 2008 | 0.48 | -1.04 | -2.11 | -0.56 | | 2007 | 1.62 | -0.75 | 2.94 | 2.30 | | 2006 | -0.57 | -0.19 | 3.45 | 1.25 | | 2005 | -0.56 | 2.54 | -0.55 | 0.40 | | 2004 | 2.26 | -2.12 | 3.10 | 1.28 | | 2003 | 1.79 | 3.91 | 0.67 | 1.38 | | 2002 | 0.21 | 1.85 | 3.64 | 1.89 | | 2001 | 3.13 | 0.10 | 2.43 | 0.90 | | 2000 | 0.94 | 1.35 | 2.35 | 2.01 | | 1999 | N/A | N/A | N/A | 0.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 561 | 1122 | 50.00 | | 1-Month | 605 | 1164 | 51.98 | | 3-Month | 623 | 1154 | 53.99 | | 6-Month | 566 | 1133 | 49.96 | | 1-Year | 404 | 1113 | 36.30 | | 3-Year | 389 | 957 | 40.65 | | 5-Year | 339 | 845 | 40.12 |
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0.01% Nasdaq 
0.22%
Performance
