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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.22% | | 5-Year Average Return: | 2.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.95% | |
Worst 1-Yr Total Return (2008): | -40.46% | |
Best 3-Yr Total Return (2004-6): | 14.17% | |
Worst 3-Yr Total Return (2006-8): | -9.01% |
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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 | MIMSX | Category | Diff | Index* | Diff | | Year To Date | 19.22 | 25.80 | -6.58 | 17.05 | 2.17 | | 1-Month | -5.18 | -4.37 | -0.81 | -1.86 | -3.32 | | 3-Month | 4.11 | 4.09 | 0.02 | 5.48 | -1.37 | | 1-Year | 11.64 | 16.23 | -4.59 | 9.80 | 1.84 | | 3-Year | -6.05 | -5.36 | -0.69 | -7.02 | 0.97 | | 5-Year | 2.73 | 1.68 | 1.05 | 0.33 | 2.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.62 | 47.87 | -1.25 | 45.76 | 0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.51 | -19.87 | -1.64 | -18.25 | -3.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.46 | -43.77 | 3.31 | | 2007 | | | 14.33 | 15.09 | -0.76 | | 2006 | | | 10.65 | 9.00 | 1.65 | | 2005 | | | 15.00 | 9.84 | 5.16 | | 2004 | | | 16.95 | 13.23 | 3.72 | | 2003 | | | 31.92 | 35.96 | -4.04 | | 2002 | | | -19.44 | -27.24 | 7.80 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.26 | 13.88 | 17.77 | N/A | | 2008 | -10.97 | 5.97 | -15.96 | -24.91 | | 2007 | 6.38 | 7.24 | 0.34 | -0.12 | | 2006 | 10.65 | -3.98 | -1.94 | 6.20 | | 2005 | -1.34 | 5.66 | 7.72 | 2.41 | | 2004 | 5.08 | 0.39 | -1.71 | 12.79 | | 2003 | -4.32 | 15.80 | 5.26 | 13.11 | | 2002 | 2.26 | -8.15 | -16.08 | 2.21 | | 2001 | N/A | N/A | N/A | 16.24 | | 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 | 610 | 848 | 71.93 | | 1-Month | 504 | 901 | 55.94 | | 3-Month | 493 | 898 | 54.90 | | 6-Month | 607 | 868 | 69.93 | | 1-Year | 453 | 847 | 53.48 | | 3-Year | 366 | 749 | 48.87 | | 5-Year | 182 | 636 | 28.62 |
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0.22% Nasdaq 
Performance
