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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.28% | | 5-Year Average Return: | 2.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.93% | |
Worst 1-Yr Total Return (2008): | -40.75% | |
Best 3-Yr Total Return (2005-7): | 10.39% | |
Worst 3-Yr Total Return (2006-8): | -10.09% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFOCX | Category | Diff | Index* | Diff | | Year To Date | 24.28 | 24.15 | 0.13 | 17.05 | 7.23 | | 1-Month | 1.46 | -2.25 | 3.71 | -1.86 | 3.32 | | 3-Month | 9.95 | 4.52 | 5.43 | 5.48 | 4.47 | | 1-Year | 11.60 | 15.35 | -3.75 | 9.80 | 1.8 | | 3-Year | -4.19 | -4.95 | 0.76 | -7.02 | 2.83 | | 5-Year | 2.21 | 0.99 | 1.22 | 0.33 | 1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.95 | 42.81 | -0.86 | 45.76 | -3.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.31 | -17.14 | -3.17 | -18.25 | -2.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.75 | -40.67 | -0.08 | | 2007 | | | 12.93 | 13.35 | -0.42 | | 2006 | | | 8.60 | 7.05 | 1.55 | | 2005 | | | 9.69 | 6.71 | 2.98 | | 2004 | | | 11.70 | 7.81 | 3.89 | | 2003 | | | 31.24 | 28.66 | 2.58 | | 2002 | | | -16.69 | -27.64 | 10.95 | | 2001 | | | -20.81 | -22.30 | 1.49 | | 2000 | | | -17.91 | -13.05 | -4.86 | | 1999 | | | 55.27 | 38.87 | 16.40 |
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| PAST QUARTERLY RETURNS (%) FOR
MFOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.28 | 15.87 | 16.53 | N/A | | 2008 | -13.66 | 0.58 | -11.06 | -23.29 | | 2007 | -0.73 | 2.35 | 10.97 | 0.16 | | 2006 | 4.28 | -4.58 | 0.33 | 8.78 | | 2005 | -4.27 | 2.96 | 6.60 | 4.41 | | 2004 | 1.01 | -1.93 | 0.68 | 12.00 | | 2003 | -0.09 | 14.22 | 4.33 | 10.23 | | 2002 | 4.49 | -3.45 | -14.87 | -3.00 | | 2001 | -18.63 | 4.85 | -16.53 | 11.20 | | 2000 | 0.21 | -8.30 | 2.88 | -13.17 | | 1999 | N/A | N/A | N/A | 34.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1063 | 1802 | 58.99 | | 1-Month | 661 | 1890 | 34.97 | | 3-Month | 320 | 1884 | 16.99 | | 6-Month | 127 | 1827 | 6.95 | | 1-Year | 1146 | 1797 | 63.77 | | 3-Year | 606 | 1518 | 39.92 | | 5-Year | 361 | 1251 | 28.86 |
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0.83% Nasdaq 0.00%
Performance
