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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.26% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.85% | |
Worst 1-Yr Total Return (2008): | -40.41% | |
Best 3-Yr Total Return (2006-8): | -9.99% | |
Worst 3-Yr Total Return (2006-8): | -9.99% |
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| 1-Year: | -1.63% | | 3-Year: | -4.76% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MIDZX | Category | Diff | Index* | Diff | | Year To Date | 32.26 | 29.38 | 2.88 | 24.07 | 8.19 | | 1-Month | 5.10 | 4.60 | 0.5 | 6.00 | -0.9 | | 3-Month | 7.99 | 5.74 | 2.25 | 7.91 | 0.08 | | 1-Year | 40.40 | 35.63 | 4.77 | 25.39 | 15.01 | | 3-Year | -6.04 | -6.63 | 0.59 | -5.79 | -0.25 | | 5-Year | N/A | 1.13 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.56 | 57.66 | -2.1 | 45.76 | 9.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.86 | -16.45 | -0.41 | -18.25 | 1.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIDZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.41 | -36.77 | -3.64 | | 2007 | | | 4.71 | 0.83 | 3.88 | | 2006 | | | 16.85 | 15.87 | 0.98 | | 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
MIDZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.05 | 17.66 | 22.24 | N/A | | 2008 | -7.62 | -2.25 | -13.12 | -24.04 | | 2007 | 4.16 | 7.42 | -2.35 | -4.16 | | 2006 | 6.47 | 0.83 | 2.83 | 5.85 | | 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 | 147 | 420 | 35.00 | | 1-Month | 252 | 443 | 56.88 | | 3-Month | 91 | 438 | 20.78 | | 6-Month | 271 | 431 | 62.88 | | 1-Year | 127 | 416 | 30.53 | | 3-Year | 123 | 338 | 36.39 | | 5-Year | | 248 | N/A |
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