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| Morningstar Return Rating: | Above average | | Year to Date Return: | 40.00% | | 5-Year Average Return: | 5.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.37% | |
Worst 1-Yr Total Return (2008): | -39.81% | |
Best 3-Yr Total Return (2004-6): | 13.83% | |
Worst 3-Yr Total Return (2006-8): | -5.82% |
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| 1-Year: | -1.36% | | 3-Year: | 0.90% | | 5-Year: | 6.68% | | 10-Year: | 3.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MNSCX | Category | Diff | Index* | Diff | | Year To Date | 40.00 | 25.65 | 14.35 | 24.07 | 15.93 | | 1-Month | 2.64 | 3.38 | -0.74 | 6.00 | -3.36 | | 3-Month | 5.85 | 3.71 | 2.14 | 7.91 | -2.06 | | 1-Year | 50.43 | 31.83 | 18.6 | 25.39 | 25.04 | | 3-Year | -1.22 | -7.28 | 6.06 | -5.79 | 4.57 | | 5-Year | 5.77 | -0.38 | 6.15 | 0.71 | 5.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.91 | 53.06 | 14.85 | 45.76 | 22.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.59 | -19.68 | 8.09 | -18.25 | 6.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MNSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.81 | -41.55 | 1.74 | | 2007 | | | 13.40 | 7.59 | 5.81 | | 2006 | | | 22.37 | 10.81 | 11.56 | | 2005 | | | 6.07 | 6.02 | 0.05 | | 2004 | | | 13.63 | 12.41 | 1.22 | | 2003 | | | 47.88 | 45.54 | 2.34 | | 2002 | | | -29.51 | -27.88 | -1.63 | | 2001 | | | -12.65 | -8.91 | -3.74 | | 2000 | | | -25.14 | -3.85 | -21.29 | | 1999 | | | 55.81 | 64.77 | -8.96 |
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| PAST QUARTERLY RETURNS (%) FOR
MNSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.33 | 25.38 | 18.59 | N/A | | 2008 | -13.96 | -1.03 | -2.92 | -27.18 | | 2007 | 4.83 | 10.38 | 1.32 | -3.28 | | 2006 | 17.03 | -4.37 | -1.57 | 11.09 | | 2005 | -7.78 | 4.84 | 7.19 | 2.35 | | 2004 | 8.79 | 0.34 | -9.58 | 15.12 | | 2003 | -1.92 | 24.55 | 5.71 | 14.51 | | 2002 | -5.59 | -12.05 | -16.72 | 1.95 | | 2001 | -13.77 | 14.71 | -24.22 | 16.53 | | 2000 | 7.96 | -12.39 | 3.02 | -23.17 | | 1999 | N/A | N/A | N/A | 47.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 70 | 786 | 8.91 | | 1-Month | 269 | 816 | 32.97 | | 3-Month | 138 | 815 | 16.93 | | 6-Month | 96 | 802 | 11.97 | | 1-Year | 35 | 781 | 4.48 | | 3-Year | 18 | 667 | 2.70 | | 5-Year | 10 | 563 | 1.78 |
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0.51% Nasdaq 
Performance
