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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.57% | | 5-Year Average Return: | -0.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 28.93% | |
Worst 1-Yr Total Return (2008): | -38.72% | |
Best 3-Yr Total Return (2005-7): | 8.11% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMSYX | Category | Diff | Index* | Diff | | Year To Date | -2.57 | -3.57 | 1 | -3.60 | 1.03 | | 1-Month | -2.57 | -3.57 | 1 | -3.60 | 1.03 | | 3-Month | 4.96 | 3.99 | 0.97 | 4.16 | 0.8 | | 1-Year | 36.10 | 34.15 | 1.95 | 33.14 | 2.96 | | 3-Year | -7.59 | -7.17 | -0.42 | -7.24 | -0.35 | | 5-Year | -0.01 | 0.19 | -0.2 | 0.18 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.82 | 46.19 | 1.63 | 45.76 | 2.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.42 | -17.46 | 0.04 | -18.25 | 0.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMSYX | Category | Diff | | 2009 | | | 28.93 | 28.17 | 0.76 | | 2008 | | | -38.72 | -37.79 | -0.93 | | 2007 | | | 4.07 | 6.16 | -2.09 | | 2006 | | | 14.87 | 14.17 | 0.70 | | 2005 | | | 5.68 | 5.88 | -0.20 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MMSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.51 | 18.48 | 13.91 | 5.57 | | 2008 | -11.33 | 1.89 | -12.65 | -22.34 | | 2007 | 0.44 | 6.53 | 2.73 | -5.32 | | 2006 | 5.08 | -2.01 | 4.74 | 6.50 | | 2005 | -2.00 | 1.43 | 4.12 | 2.11 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 596 | 2131 | 27.97 | | 1-Month | 532 | 2131 | 24.96 | | 3-Month | 966 | 2102 | 45.96 | | 6-Month | 745 | 2071 | 35.97 | | 1-Year | 725 | 2011 | 36.05 | | 3-Year | 985 | 1772 | 55.59 | | 5-Year | 692 | 1376 | 50.29 |
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1.52% Nasdaq 0.00%
Performance
