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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.68% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.32% | |
Worst 1-Yr Total Return (2008): | -27.56% | |
Best 3-Yr Total Return (2005-7): | 6.54% | |
Worst 3-Yr Total Return (2006-8): | -5.96% |
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| 1-Year: | -6.29% | | 3-Year: | -3.85% | | 5-Year: | 1.04% | | 10-Year: | -0.34% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MKTRX | Category | Diff | Index* | Diff | | Year To Date | 18.68 | 22.21 | -3.53 | N/A | N/A | | 1-Month | 3.66 | 3.58 | 0.08 | N/A | N/A | | 3-Month | 6.74 | 5.74 | 1 | N/A | N/A | | 1-Year | 21.82 | 26.14 | -4.32 | N/A | N/A | | 3-Year | -2.85 | -2.18 | -0.67 | N/A | N/A | | 5-Year | 1.31 | 2.20 | -0.89 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.38 | 33.99 | -10.61 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.10 | -9.13 | -2.97 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MKTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.56 | -28.00 | 0.44 | | 2007 | | | 5.97 | 5.99 | -0.02 | | 2006 | | | 8.32 | 11.29 | -2.97 | | 2005 | | | 5.35 | 5.13 | 0.22 | | 2004 | | | 5.63 | 8.86 | -3.23 | | 2003 | | | 18.18 | 20.35 | -2.17 | | 2002 | | | -18.37 | -12.02 | -6.35 | | 2001 | | | -12.61 | -5.05 | -7.56 | | 2000 | | | -5.10 | 1.82 | -6.92 | | 1999 | | | 15.60 | 10.71 | 4.89 |
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| PAST QUARTERLY RETURNS (%) FOR
MKTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.98 | 8.45 | 9.18 | N/A | | 2008 | -6.94 | -1.60 | -7.78 | -14.22 | | 2007 | 1.30 | 4.43 | 1.55 | -1.35 | | 2006 | 2.73 | -1.46 | 3.67 | 3.22 | | 2005 | -1.36 | 2.56 | 2.41 | 1.69 | | 2004 | 1.66 | -0.71 | -1.47 | 6.20 | | 2003 | -1.24 | 9.53 | 2.12 | 6.98 | | 2002 | -3.41 | -9.50 | -8.21 | 1.74 | | 2001 | -11.63 | 1.77 | -9.66 | 7.57 | | 2000 | 4.04 | -1.81 | 1.50 | -8.47 | | 1999 | N/A | N/A | N/A | 13.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 840 | 1184 | 70.95 | | 1-Month | 147 | 1233 | 11.92 | | 3-Month | 86 | 1229 | 7.00 | | 6-Month | 966 | 1208 | 79.97 | | 1-Year | 704 | 1183 | 59.51 | | 3-Year | 485 | 932 | 52.04 | | 5-Year | 468 | 784 | 59.69 |
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0.02% Nasdaq 
0.02 (0.14%) 
Performance
