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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.99% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.05% | |
Worst 1-Yr Total Return (2008): | -40.46% | |
Best 3-Yr Total Return (2006-8): | -10.00% | |
Worst 3-Yr Total Return (2006-8): | -10.00% |
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| 1-Year: | -4.70% | | 3-Year: | -5.67% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MIDYX | Category | Diff | Index* | Diff | | Year To Date | 25.99 | 23.00 | 2.99 | 17.05 | 8.94 | | 1-Month | -3.68 | -3.83 | 0.15 | -1.86 | -1.82 | | 3-Month | 6.54 | 6.04 | 0.5 | 5.48 | 1.06 | | 1-Year | 23.29 | 17.86 | 5.43 | 9.80 | 13.49 | | 3-Year | -6.68 | -6.76 | 0.08 | -7.02 | 0.34 | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.56 | 55.15 | 0.41 | 45.76 | 9.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.94 | -15.15 | -1.79 | -18.25 | 1.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIDYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.46 | -36.77 | -3.69 | | 2007 | | | 4.61 | 0.83 | 3.78 | | 2006 | | | 17.05 | 15.87 | 1.18 | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIDYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.91 | 17.63 | 22.07 | N/A | | 2008 | -7.61 | -2.25 | -13.11 | -24.12 | | 2007 | 4.07 | 7.42 | -2.28 | -4.24 | | 2006 | 6.57 | 0.83 | 2.83 | 5.93 | | 2005 | N/A | N/A | N/A | 0.29 | | 2004 | N/A | N/A | N/A | N/A | | 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 | | 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 | 131 | 424 | 30.90 | | 1-Month | 115 | 445 | 25.84 | | 3-Month | 101 | 440 | 22.95 | | 6-Month | 194 | 433 | 44.80 | | 1-Year | 69 | 419 | 16.47 | | 3-Year | 132 | 339 | 38.94 | | 5-Year | | 249 | N/A |
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0.67% Nasdaq 
Performance
