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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.87% | | 5-Year Average Return: | 2.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.09% | |
Worst 1-Yr Total Return (2008): | -34.42% | |
Best 3-Yr Total Return (2004-6): | 11.83% | |
Worst 3-Yr Total Return (2006-8): | -5.35% |
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| 1-Year: | -6.15% | | 3-Year: | -4.03% | | 5-Year: | 3.06% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFUNX | Category | Diff | Index* | Diff | | Year To Date | 21.87 | 21.73 | 0.14 | 24.07 | -2.2 | | 1-Month | 4.88 | 5.16 | -0.28 | 6.00 | -1.12 | | 3-Month | 6.86 | 6.45 | 0.41 | 7.91 | -1.05 | | 1-Year | 24.11 | 24.67 | -0.56 | 25.39 | -1.28 | | 3-Year | -4.13 | -7.33 | 3.2 | -5.79 | 1.66 | | 5-Year | 2.64 | 0.27 | 2.37 | 0.71 | 1.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.54 | 47.53 | -2.99 | 45.76 | -1.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.47 | -16.99 | 1.52 | -18.25 | 2.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFUNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.42 | -37.09 | 2.67 | | 2007 | | | 7.68 | 1.42 | 6.26 | | 2006 | | | 20.09 | 18.15 | 1.94 | | 2005 | | | 6.76 | 5.95 | 0.81 | | 2004 | | | 9.10 | 12.97 | -3.87 | | 2003 | | | 29.03 | 28.44 | 0.59 | | 2002 | | | N/A | -18.69 | N/A | | 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
MFUNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.47 | 15.70 | 15.02 | N/A | | 2008 | -8.58 | -1.41 | -9.57 | -19.55 | | 2007 | 1.72 | 6.45 | 1.70 | -2.22 | | 2006 | 5.78 | 0.85 | 5.94 | 6.26 | | 2005 | -0.56 | 0.85 | 4.85 | 1.53 | | 2004 | 1.01 | 1.20 | -2.07 | 8.99 | | 2003 | -4.77 | 17.05 | 1.28 | 14.29 | | 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 | | 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 | 659 | 1293 | 50.97 | | 1-Month | 1123 | 1338 | 83.93 | | 3-Month | 691 | 1329 | 51.99 | | 6-Month | 937 | 1320 | 70.98 | | 1-Year | 550 | 1280 | 42.97 | | 3-Year | 156 | 1088 | 14.34 | | 5-Year | 90 | 917 | 9.81 |
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0.02% Nasdaq 0.00%
Performance
