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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.36% | | 5-Year Average Return: | 1.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.17% | |
Worst 1-Yr Total Return (2008): | -40.82% | |
Best 3-Yr Total Return (2004-6): | 13.33% | |
Worst 3-Yr Total Return (2006-8): | -9.64% |
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| 1-Year: | -10.02% | | 3-Year: | -4.51% | | 5-Year: | 3.20% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMSPX | Category | Diff | Index* | Diff | | Year To Date | 18.36 | 25.80 | -7.44 | 17.05 | 1.31 | | 1-Month | -5.26 | -4.37 | -0.89 | -1.86 | -3.4 | | 3-Month | 3.97 | 4.09 | -0.12 | 5.48 | -1.51 | | 1-Year | 10.80 | 16.23 | -5.43 | 9.80 | 1 | | 3-Year | -6.75 | -5.36 | -1.39 | -7.02 | 0.27 | | 5-Year | 1.97 | 1.68 | 0.29 | 0.33 | 1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.00 | 47.87 | -1.87 | 45.76 | 0.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.09 | -19.87 | -2.22 | -18.25 | -3.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.82 | -43.77 | 2.95 | | 2007 | | | 13.46 | 15.09 | -1.63 | | 2006 | | | 9.86 | 9.00 | 0.86 | | 2005 | | | 14.07 | 9.84 | 4.23 | | 2004 | | | 16.17 | 13.23 | 2.94 | | 2003 | | | 30.89 | 35.96 | -5.07 | | 2002 | | | N/A | -27.24 | N/A | | 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
MMSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.45 | 13.57 | 17.58 | N/A | | 2008 | -11.11 | 5.81 | -16.12 | -24.99 | | 2007 | 6.20 | 7.05 | 0.07 | -0.27 | | 2006 | 10.47 | -4.09 | -2.20 | 6.03 | | 2005 | -1.51 | 5.37 | 7.50 | 2.24 | | 2004 | 4.87 | 0.16 | -1.81 | 12.63 | | 2003 | -4.43 | 15.37 | 5.09 | 12.95 | | 2002 | N/A | N/A | N/A | 1.98 | | 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 | 636 | 848 | 75.00 | | 1-Month | 558 | 901 | 61.93 | | 3-Month | 520 | 898 | 57.91 | | 6-Month | 642 | 868 | 73.96 | | 1-Year | 472 | 847 | 55.73 | | 3-Year | 407 | 749 | 54.34 | | 5-Year | 253 | 636 | 39.78 |
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1.00% Nasdaq 
Performance
