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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.00% | | 5-Year Average Return: | -1.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.40% | |
Worst 1-Yr Total Return (2008): | -47.14% | |
Best 3-Yr Total Return (2004-6): | 10.71% | |
Worst 3-Yr Total Return (2006-8): | -15.13% |
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| 1-Year: | -10.33% | | 3-Year: | -9.16% | | 5-Year: | -0.86% | | 10-Year: | -2.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMMAX | Category | Diff | Index* | Diff | | Year To Date | 29.00 | 31.59 | -2.59 | 24.07 | 4.93 | | 1-Month | 5.31 | 4.49 | 0.82 | 6.00 | -0.69 | | 3-Month | 5.59 | 6.16 | -0.57 | 7.91 | -2.32 | | 1-Year | 33.22 | 35.24 | -2.02 | 25.39 | 7.83 | | 3-Year | -9.12 | -5.04 | -4.08 | -5.79 | -3.33 | | 5-Year | -1.71 | 1.47 | -3.18 | 0.71 | -2.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.74 | 48.99 | 2.75 | 45.76 | 5.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.20 | -20.53 | -3.67 | -18.25 | -5.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.14 | -43.77 | -3.37 | | 2007 | | | 9.66 | 15.09 | -5.43 | | 2006 | | | 5.47 | 9.00 | -3.53 | | 2005 | | | 12.47 | 9.84 | 2.63 | | 2004 | | | 14.40 | 13.23 | 1.17 | | 2003 | | | 30.15 | 35.96 | -5.81 | | 2002 | | | -28.24 | -27.24 | -1.00 | | 2001 | | | -29.85 | -19.98 | -9.87 | | 2000 | | | -7.49 | -4.78 | -2.71 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MMMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.00 | 15.77 | 21.21 | N/A | | 2008 | -15.24 | 5.51 | -18.92 | -27.10 | | 2007 | 4.73 | 2.77 | 4.67 | -2.66 | | 2006 | 12.72 | -5.87 | -5.47 | 5.14 | | 2005 | 1.37 | 1.24 | 5.35 | 4.02 | | 2004 | 1.83 | -0.90 | 0.13 | 13.21 | | 2003 | -1.53 | 15.92 | 4.63 | 8.99 | | 2002 | -4.40 | -12.15 | -13.39 | -1.34 | | 2001 | -24.70 | 9.23 | -27.53 | 17.70 | | 2000 | 13.31 | -7.30 | 6.53 | -17.33 | | 1999 | N/A | N/A | N/A | 36.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 479 | 827 | 57.92 | | 1-Month | 246 | 881 | 27.92 | | 3-Month | 544 | 879 | 61.89 | | 6-Month | 189 | 862 | 21.93 | | 1-Year | 396 | 825 | 48.00 | | 3-Year | 540 | 734 | 73.57 | | 5-Year | 451 | 632 | 71.36 |
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0.11% Nasdaq 0.00%
0.07 (0.82%) 
Performance
