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| Morningstar Return Rating: | | | Year to Date Return: | 21.31% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -38.74% | |
Worst 1-Yr Total Return (2008): | -38.74% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -14.62% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMSCX | Category | Diff | Index* | Diff | | Year To Date | 21.31 | 25.65 | -4.34 | 24.07 | -2.76 | | 1-Month | 2.92 | 3.38 | -0.46 | 6.00 | -3.08 | | 3-Month | 2.92 | 3.71 | -0.79 | 7.91 | -4.99 | | 1-Year | 28.36 | 31.83 | -3.47 | 25.39 | 2.97 | | 3-Year | N/A | -7.28 | N/A | -5.79 | N/A | | 5-Year | N/A | -0.38 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.87 | 53.06 | -5.19 | 45.76 | 2.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.87 | -19.68 | -2.19 | -18.25 | -3.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.74 | -41.55 | 2.81 | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MMSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.25 | 17.98 | 15.71 | N/A | | 2008 | -9.68 | 0.35 | -6.04 | -28.06 | | 2007 | N/A | N/A | -2.33 | -5.47 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | | 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 | 526 | 786 | 66.92 | | 1-Month | 587 | 816 | 71.94 | | 3-Month | 578 | 815 | 70.92 | | 6-Month | 537 | 802 | 66.96 | | 1-Year | 430 | 781 | 55.06 | | 3-Year | | 667 | N/A | | 5-Year | | 563 | N/A |
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