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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.20% | | 5-Year Average Return: | 2.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.53% | |
Worst 1-Yr Total Return (2008): | -34.22% | |
Best 3-Yr Total Return (2004-6): | 12.17% | |
Worst 3-Yr Total Return (2006-8): | -5.06% |
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| 1-Year: | -10.29% | | 3-Year: | -5.62% | | 5-Year: | 2.18% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFUAX | Category | Diff | Index* | Diff | | Year To Date | 22.20 | 21.73 | 0.47 | 24.07 | -1.87 | | 1-Month | 4.94 | 5.16 | -0.22 | 6.00 | -1.06 | | 3-Month | 6.90 | 6.45 | 0.45 | 7.91 | -1.01 | | 1-Year | 24.40 | 24.67 | -0.27 | 25.39 | -0.99 | | 3-Year | -3.87 | -7.33 | 3.46 | -5.79 | 1.92 | | 5-Year | 2.96 | 0.27 | 2.69 | 0.71 | 2.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.16 | 47.53 | -2.37 | 45.76 | -0.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.18 | -16.99 | 1.81 | -18.25 | 3.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.22 | -37.09 | 2.87 | | 2007 | | | 7.93 | 1.42 | 6.51 | | 2006 | | | 20.53 | 18.15 | 2.38 | | 2005 | | | 7.08 | 5.95 | 1.13 | | 2004 | | | 9.34 | 12.97 | -3.63 | | 2003 | | | 29.43 | 28.44 | 0.99 | | 2002 | | | -21.67 | -18.69 | -2.98 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MFUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.36 | 15.84 | 15.11 | N/A | | 2008 | -8.50 | -1.39 | -9.48 | -19.46 | | 2007 | 1.71 | 6.57 | 1.76 | -2.15 | | 2006 | 5.83 | 1.02 | 6.05 | 6.31 | | 2005 | -0.56 | 1.03 | 4.91 | 1.59 | | 2004 | 1.00 | 1.29 | -2.05 | 9.12 | | 2003 | -4.75 | 17.12 | 1.38 | 14.44 | | 2002 | 1.50 | -9.56 | -20.15 | 6.86 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 646 | 1293 | 49.96 | | 1-Month | 1123 | 1338 | 83.93 | | 3-Month | 651 | 1329 | 48.98 | | 6-Month | 884 | 1320 | 66.97 | | 1-Year | 532 | 1280 | 41.56 | | 3-Year | 141 | 1088 | 12.96 | | 5-Year | 69 | 917 | 7.52 |
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0.07% Nasdaq 
0.25%
Performance
