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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.15% | | 5-Year Average Return: | 0.13% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.03% | |
Worst 1-Yr Total Return (2008): | -39.06% | |
Best 3-Yr Total Return (2004-6): | 6.46% | |
Worst 3-Yr Total Return (2006-8): | -9.57% |
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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 | MIMFX | Category | Diff | Index* | Diff | | Year To Date | 19.15 | 21.65 | -2.5 | 17.05 | 2.1 | | 1-Month | -6.25 | -5.90 | -0.35 | -1.86 | -4.39 | | 3-Month | 0.96 | 2.07 | -1.11 | 5.48 | -4.52 | | 1-Year | 13.19 | 13.17 | 0.02 | 9.80 | 3.39 | | 3-Year | -6.70 | -7.45 | 0.75 | -7.02 | 0.32 | | 5-Year | 0.13 | 0.22 | -0.09 | 0.33 | -0.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.56 | 52.20 | 3.36 | 45.76 | 9.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.59 | -18.89 | 1.3 | -18.25 | 0.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.06 | -41.55 | 2.49 | | 2007 | | | 8.32 | 7.59 | 0.73 | | 2006 | | | 12.03 | 10.81 | 1.22 | | 2005 | | | -2.35 | 6.02 | -8.37 | | 2004 | | | 10.29 | 12.41 | -2.12 | | 2003 | | | 55.41 | 45.54 | 9.87 | | 2002 | | | -31.56 | -27.88 | -3.68 | | 2001 | | | 7.51 | -8.91 | 16.42 | | 2000 | | | -4.73 | -3.85 | -0.88 | | 1999 | | | 140.26 | 64.77 | 75.49 |
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| PAST QUARTERLY RETURNS (%) FOR
MIMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.64 | 24.76 | 13.99 | N/A | | 2008 | -19.15 | 0.55 | -1.46 | -23.93 | | 2007 | 2.24 | 4.32 | 3.42 | -1.80 | | 2006 | 14.11 | -8.52 | -1.79 | 9.28 | | 2005 | -10.21 | 2.24 | 5.71 | 0.62 | | 2004 | 1.76 | -3.20 | -4.76 | 17.55 | | 2003 | -1.72 | 27.26 | 7.03 | 16.09 | | 2002 | -2.21 | -20.67 | -18.11 | 7.73 | | 2001 | -12.50 | 25.09 | -21.55 | 25.22 | | 2000 | 26.12 | 5.51 | -7.74 | -22.40 | | 1999 | N/A | N/A | N/A | 53.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 553 | 790 | 70.00 | | 1-Month | 762 | 820 | 92.93 | | 3-Month | 712 | 819 | 86.94 | | 6-Month | 384 | 800 | 48.00 | | 1-Year | 395 | 783 | 50.45 | | 3-Year | 292 | 669 | 43.65 | | 5-Year | 287 | 554 | 51.81 |
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0.37% Nasdaq 
Performance
