|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.65% | | 5-Year Average Return: | -0.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 25.46% | |
Worst 1-Yr Total Return (2008): | -37.64% | |
Best 3-Yr Total Return (2005-7): | 7.57% | |
Worst 3-Yr Total Return (2006-8): | -9.25% |
|
| 1-Year: | 24.46% | | 3-Year: | -6.48% | | 5-Year: | -0.53% | | 10-Year: | -1.96% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMINX | Category | Diff | Index* | Diff | | Year To Date | -3.65 | -3.57 | -0.08 | -3.60 | -0.05 | | 1-Month | -3.65 | -3.57 | -0.08 | -3.60 | -0.05 | | 3-Month | 4.01 | 3.99 | 0.02 | 4.16 | -0.15 | | 1-Year | 32.07 | 34.15 | -2.08 | 33.14 | -1.07 | | 3-Year | -8.09 | -7.17 | -0.92 | -7.24 | -0.85 | | 5-Year | -0.76 | 0.19 | -0.95 | 0.18 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.11 | 46.19 | -1.08 | 45.76 | -0.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -17.46 | -1.54 | -18.25 | -0.75 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMINX | Category | Diff | | 2009 | | | 25.46 | 28.17 | -2.71 | | 2008 | | | -37.64 | -37.79 | 0.15 | | 2007 | | | 4.53 | 6.16 | -1.63 | | 2006 | | | 14.67 | 14.17 | 0.50 | | 2005 | | | 3.86 | 5.88 | -2.02 | | 2004 | | | 9.59 | 10.02 | -0.43 | | 2003 | | | 27.34 | 27.05 | 0.29 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MMINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.18 | 15.77 | 15.29 | 5.83 | | 2008 | -9.66 | -2.99 | -8.54 | -22.20 | | 2007 | 0.39 | 6.10 | 1.82 | -3.61 | | 2006 | 3.96 | -1.69 | 5.43 | 6.42 | | 2005 | -2.36 | 1.12 | 3.31 | 1.82 | | 2004 | 1.38 | 1.36 | -2.11 | 8.94 | | 2003 | -3.35 | 15.17 | 2.25 | 11.89 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1022 | 2131 | 47.96 | | 1-Month | 852 | 2131 | 39.98 | | 3-Month | 819 | 2102 | 38.96 | | 6-Month | 869 | 2071 | 41.96 | | 1-Year | 1020 | 2011 | 50.72 | | 3-Year | 1036 | 1772 | 58.47 | | 5-Year | 871 | 1376 | 63.30 |
|
|
|
|
|