|
| Morningstar Return Rating: | Low | | Year to Date Return: | 7.91% | | 5-Year Average Return: | 0.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.24% | |
Worst 1-Yr Total Return (2008): | -14.12% | |
Best 3-Yr Total Return (2005-7): | 4.02% | |
Worst 3-Yr Total Return (2006-8): | -1.95% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFINX | Category | Diff | Index* | Diff | | Year To Date | 7.91 | 13.54 | -5.63 | 6.24 | 1.67 | | 1-Month | 0.56 | 0.89 | -0.33 | 0.49 | 0.07 | | 3-Month | 2.57 | 4.14 | -1.57 | 2.60 | -0.03 | | 1-Year | 5.41 | 17.86 | -12.45 | 13.79 | -8.38 | | 3-Year | -0.66 | 4.54 | -5.2 | 6.35 | -7.01 | | 5-Year | 0.88 | 3.85 | -2.97 | 5.05 | -4.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.34 | 13.81 | -5.47 | 7.06 | 1.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.28 | 6.49 | -11.77 | 7.94 | -13.22 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.12 | -4.70 | -9.42 | | 2007 | | | 5.24 | 4.70 | 0.54 | | 2006 | | | 4.30 | 4.15 | 0.15 | | 2005 | | | 2.53 | 1.80 | 0.73 | | 2004 | | | 5.19 | 3.91 | 1.28 | | 2003 | | | 4.51 | 5.10 | -0.59 | | 2002 | | | 9.19 | 8.04 | 1.15 | | 2001 | | | 9.33 | 7.64 | 1.69 | | 2000 | | | 12.00 | 9.44 | 2.56 | | 1999 | | | -0.55 | -1.35 | 0.80 |
|
| PAST QUARTERLY RETURNS (%) FOR
MFINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.38 | 3.20 | 4.38 | N/A | | 2008 | -1.55 | -0.16 | -4.53 | -8.48 | | 2007 | 1.53 | -0.47 | 2.20 | 1.90 | | 2006 | -0.51 | -0.15 | 3.76 | 1.19 | | 2005 | -0.25 | 3.04 | -0.63 | 0.38 | | 2004 | 3.11 | -2.22 | 3.28 | 1.02 | | 2003 | 1.37 | 2.89 | -0.28 | 0.49 | | 2002 | -0.07 | 4.01 | 4.20 | 0.80 | | 2001 | 3.02 | 1.10 | 4.88 | 0.08 | | 2000 | 2.66 | 1.19 | 3.25 | 4.43 | | 1999 | N/A | N/A | N/A | -0.35 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 908 | 1122 | 80.93 | | 1-Month | 1059 | 1164 | 90.98 | | 3-Month | 1084 | 1154 | 93.93 | | 6-Month | 781 | 1133 | 68.93 | | 1-Year | 907 | 1113 | 81.49 | | 3-Year | 742 | 957 | 77.53 | | 5-Year | 659 | 845 | 77.99 |
|
|
|
|
|
1.23% Nasdaq 
0.03 (0.33%) 
Performance
