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| Morningstar Return Rating: | High | | Year to Date Return: | -2.79% | | 5-Year Average Return: | 2.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 23.81% | |
Worst 1-Yr Total Return (2008): | -34.04% | |
Best 3-Yr Total Return (2005-7): | 11.96% | |
Worst 3-Yr Total Return (2006-8): | -4.79% |
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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 | MFULX | Category | Diff | Index* | Diff | | Year To Date | -2.79 | -2.97 | 0.18 | -3.60 | 0.81 | | 1-Month | -2.79 | -2.97 | 0.18 | -3.60 | 0.81 | | 3-Month | 3.19 | 3.98 | -0.79 | 4.16 | -0.97 | | 1-Year | 32.70 | 32.89 | -0.19 | 33.14 | -0.44 | | 3-Year | -5.45 | -8.60 | 3.15 | -7.24 | 1.79 | | 5-Year | 2.61 | -0.19 | 2.8 | 0.18 | 2.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.19 | 47.48 | -2.29 | 45.76 | -0.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.94 | -17.06 | 2.12 | -18.25 | 3.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFULX | Category | Diff | | 2009 | | | 23.81 | 24.13 | -0.32 | | 2008 | | | -34.04 | -37.09 | 3.05 | | 2007 | | | 8.21 | 1.42 | 6.79 | | 2006 | | | 20.90 | 18.15 | 2.75 | | 2005 | | | 7.28 | 5.95 | 1.33 | | 2004 | | | 9.65 | 12.97 | -3.32 | | 2003 | | | 29.56 | 28.44 | 1.12 | | 2002 | | | -21.40 | -18.69 | -2.71 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MFULX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.44 | 15.92 | 15.29 | 4.61 | | 2008 | -8.46 | -1.29 | -9.42 | -19.41 | | 2007 | 1.78 | 6.61 | 1.83 | -2.07 | | 2006 | 5.91 | 1.18 | 6.02 | 6.41 | | 2005 | -0.46 | 1.03 | 4.98 | 1.63 | | 2004 | 1.10 | 1.28 | -1.95 | 9.22 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | 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 | 371 | 1325 | 28.00 | | 1-Month | 344 | 1325 | 25.96 | | 3-Month | 761 | 1313 | 57.96 | | 6-Month | 868 | 1296 | 66.98 | | 1-Year | 497 | 1268 | 39.20 | | 3-Year | 118 | 1104 | 10.69 | | 5-Year | 53 | 914 | 5.80 |
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1.52% Nasdaq 0.00%
Performance
