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| Morningstar Return Rating: | High | | Year to Date Return: | 22.34% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.90% | |
Worst 1-Yr Total Return (2008): | -34.04% | |
Best 3-Yr Total Return (2004-6): | 12.46% | |
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 | 22.34 | 21.73 | 0.61 | 24.07 | -1.73 | | 1-Month | 4.90 | 5.16 | -0.26 | 6.00 | -1.1 | | 3-Month | 6.85 | 6.45 | 0.4 | 7.91 | -1.06 | | 1-Year | 24.72 | 24.67 | 0.05 | 25.39 | -0.67 | | 3-Year | -3.65 | -7.33 | 3.68 | -5.79 | 2.14 | | 5-Year | 3.20 | 0.27 | 2.93 | 0.71 | 2.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.19 | 47.53 | -2.34 | 45.76 | -0.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.94 | -16.99 | 2.05 | -18.25 | 3.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFULX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MFULX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.44 | 15.92 | 15.29 | N/A | | 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 | -4.74 | 17.20 | 1.38 | 14.47 | | 2002 | 1.60 | -9.55 | -20.02 | 6.94 | | 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 | 607 | 1293 | 46.95 | | 1-Month | 1057 | 1338 | 79.00 | | 3-Month | 611 | 1329 | 45.97 | | 6-Month | 884 | 1320 | 66.97 | | 1-Year | 504 | 1280 | 39.38 | | 3-Year | 126 | 1088 | 11.58 | | 5-Year | 62 | 917 | 6.76 |
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0.26% Nasdaq 
Performance
