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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.90% | | 5-Year Average Return: | 2.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.88% | |
Worst 1-Yr Total Return (2008): | -31.42% | |
Best 3-Yr Total Return (2004-6): | 11.26% | |
Worst 3-Yr Total Return (2006-8): | -7.89% |
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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 | MNRMX | Category | Diff | Index* | Diff | | Year To Date | 23.90 | 25.10 | -1.2 | 24.07 | -0.17 | | 1-Month | 4.42 | 5.28 | -0.86 | 6.00 | -1.58 | | 3-Month | 6.59 | 7.01 | -0.42 | 7.91 | -1.32 | | 1-Year | 27.12 | 28.01 | -0.89 | 25.39 | 1.73 | | 3-Year | -4.23 | -5.87 | 1.64 | -5.79 | 1.56 | | 5-Year | 2.23 | 0.64 | 1.59 | 0.71 | 1.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.37 | 46.08 | -4.71 | 45.76 | -4.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.09 | -17.41 | 1.32 | -18.25 | 2.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MNRMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.42 | -37.79 | 6.37 | | 2007 | | | 4.27 | 6.16 | -1.89 | | 2006 | | | 9.30 | 14.17 | -4.87 | | 2005 | | | 10.64 | 5.88 | 4.76 | | 2004 | | | 13.88 | 10.02 | 3.86 | | 2003 | | | 31.18 | 27.05 | 4.13 | | 2002 | | | -20.54 | -22.25 | 1.71 | | 2001 | | | -15.99 | -13.50 | -2.49 | | 2000 | | | -7.73 | -6.31 | -1.42 | | 1999 | | | 10.95 | 20.16 | -9.21 |
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| PAST QUARTERLY RETURNS (%) FOR
MNRMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.33 | 13.12 | 14.54 | N/A | | 2008 | -6.09 | 1.45 | -9.19 | -20.74 | | 2007 | 0.06 | 5.64 | 2.27 | -3.54 | | 2006 | 7.10 | -0.75 | 1.14 | 1.66 | | 2005 | -1.02 | 2.90 | 4.26 | 4.20 | | 2004 | 3.12 | -0.70 | -1.63 | 13.06 | | 2003 | -1.81 | 16.46 | 2.74 | 11.65 | | 2002 | -2.49 | -14.18 | -12.55 | 8.57 | | 2001 | -11.36 | 7.52 | -20.31 | 10.61 | | 2000 | 5.80 | -5.04 | -0.76 | -7.46 | | 1999 | N/A | N/A | N/A | 6.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1091 | 2021 | 53.98 | | 1-Month | 1331 | 2113 | 62.99 | | 3-Month | 1212 | 2091 | 57.96 | | 6-Month | 1073 | 2064 | 51.99 | | 1-Year | 745 | 2011 | 37.05 | | 3-Year | 320 | 1707 | 18.75 | | 5-Year | 225 | 1360 | 16.54 |
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0.47% Nasdaq 0.00%
Performance
