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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.18% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 12.08% | |
Worst 1-Yr Total Return (2008): | -23.71% | |
Best 3-Yr Total Return (2004-6): | 6.06% | |
Worst 3-Yr Total Return (2006-8): | -6.59% |
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| 1-Year: | -12.79% | | 3-Year: | -5.92% | | 5-Year: | -0.43% | | 10-Year: | 6.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFHAX | Category | Diff | Index* | Diff | | Year To Date | 4.18 | 10.05 | -5.87 | 17.05 | -12.87 | | 1-Month | -2.61 | -4.79 | 2.18 | -1.86 | -0.75 | | 3-Month | 0.23 | -0.29 | 0.52 | 5.48 | -5.25 | | 1-Year | 2.56 | 8.75 | -6.19 | 9.80 | -7.24 | | 3-Year | -4.82 | -2.62 | -2.2 | -7.02 | 2.2 | | 5-Year | 0.38 | 3.14 | -2.76 | 0.33 | 0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.00 | 29.31 | -7.31 | 45.76 | -23.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.72 | -11.79 | -2.93 | -18.25 | 3.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.71 | -23.43 | -0.28 | | 2007 | | | 7.79 | 9.27 | -1.48 | | 2006 | | | -0.90 | 4.27 | -5.17 | | 2005 | | | 7.41 | 9.64 | -2.23 | | 2004 | | | 12.08 | 9.84 | 2.24 | | 2003 | | | 48.39 | 32.51 | 15.88 | | 2002 | | | -38.10 | -28.13 | -9.97 | | 2001 | | | -21.40 | -11.26 | -10.14 | | 2000 | | | 86.42 | 56.75 | 29.67 | | 1999 | | | 38.71 | 18.58 | 20.13 |
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| PAST QUARTERLY RETURNS (%) FOR
MFHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.70 | 7.24 | 8.07 | N/A | | 2008 | -10.68 | -0.82 | -0.17 | -13.73 | | 2007 | 1.90 | 3.84 | 2.28 | -0.40 | | 2006 | -1.14 | -6.46 | 6.99 | 0.16 | | 2005 | -5.31 | 5.74 | 4.42 | 2.74 | | 2004 | 9.44 | 0.13 | -7.54 | 10.62 | | 2003 | -3.15 | 27.77 | 10.41 | 8.61 | | 2002 | -12.57 | -20.03 | -15.00 | 4.16 | | 2001 | -31.18 | 25.50 | -25.29 | 21.81 | | 2000 | 47.40 | 19.02 | 21.09 | -12.24 | | 1999 | N/A | N/A | N/A | 43.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 135 | 165 | 81.82 | | 1-Month | 54 | 171 | 31.58 | | 3-Month | 90 | 170 | 52.94 | | 6-Month | 117 | 165 | 70.91 | | 1-Year | 111 | 165 | 67.27 | | 3-Year | 92 | 151 | 60.93 | | 5-Year | 111 | 143 | 77.62 |
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1.23% Nasdaq 
Performance
