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| Morningstar Return Rating: | High | | Year to Date Return: | 22.61% | | 5-Year Average Return: | 3.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.05% | |
Worst 1-Yr Total Return (2008): | -33.97% | |
Best 3-Yr Total Return (2004-6): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -4.67% |
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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 | MFUYX | Category | Diff | Index* | Diff | | Year To Date | 22.61 | 21.73 | 0.88 | 24.07 | -1.46 | | 1-Month | 4.89 | 5.16 | -0.27 | 6.00 | -1.11 | | 3-Month | 6.96 | 6.45 | 0.51 | 7.91 | -0.95 | | 1-Year | 25.00 | 24.67 | 0.33 | 25.39 | -0.39 | | 3-Year | -3.50 | -7.33 | 3.83 | -5.79 | 2.29 | | 5-Year | 3.36 | 0.27 | 3.09 | 0.71 | 2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.35 | 47.53 | -2.18 | 45.76 | -0.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.85 | -16.99 | 2.14 | -18.25 | 3.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFUYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.97 | -37.09 | 3.12 | | 2007 | | | 8.37 | 1.42 | 6.95 | | 2006 | | | 21.05 | 18.15 | 2.90 | | 2005 | | | 7.55 | 5.95 | 1.60 | | 2004 | | | 9.78 | 12.97 | -3.19 | | 2003 | | | 29.82 | 28.44 | 1.38 | | 2002 | | | -21.41 | -18.69 | -2.72 | | 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
MFUYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.30 | 15.89 | 15.27 | N/A | | 2008 | -8.45 | -1.20 | -9.39 | -19.44 | | 2007 | 1.86 | 6.60 | 1.90 | -2.05 | | 2006 | 5.99 | 1.10 | 6.10 | 6.48 | | 2005 | -0.37 | 1.12 | 4.97 | 1.71 | | 2004 | 1.20 | 1.28 | -1.85 | 9.13 | | 2003 | -4.62 | 17.20 | 1.49 | 14.42 | | 2002 | 1.60 | -9.55 | -20.02 | 6.93 | | 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 | 581 | 1293 | 44.93 | | 1-Month | 1057 | 1338 | 79.00 | | 3-Month | 571 | 1329 | 42.96 | | 6-Month | 858 | 1320 | 65.00 | | 1-Year | 473 | 1280 | 36.95 | | 3-Year | 112 | 1088 | 10.29 | | 5-Year | 52 | 917 | 5.67 |
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0.02% Nasdaq 
0.33%
Performance
