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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.75% | | 5-Year Average Return: | -1.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 19.81% | |
Worst 1-Yr Total Return (2008): | -50.68% | |
Best 3-Yr Total Return (2004-6): | 17.30% | |
Worst 3-Yr Total Return (2006-8): | -19.17% |
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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 | MNSMX | Category | Diff | Index* | Diff | | Year To Date | 36.75 | 19.13 | 17.62 | 17.05 | 19.7 | | 1-Month | -3.95 | -5.65 | 1.7 | -1.86 | -2.09 | | 3-Month | 5.75 | 2.75 | 3 | 5.48 | 0.27 | | 1-Year | 24.50 | 11.45 | 13.05 | 9.80 | 14.7 | | 3-Year | -13.67 | -8.46 | -5.21 | -7.02 | -6.65 | | 5-Year | -1.39 | 0.52 | -1.91 | 0.33 | -1.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.24 | 57.02 | 5.22 | 45.76 | 16.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.64 | -18.27 | -5.37 | -18.25 | -5.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MNSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.68 | -36.56 | -14.12 | | 2007 | | | -9.32 | -1.10 | -8.22 | | 2006 | | | 18.06 | 15.03 | 3.03 | | 2005 | | | 14.11 | 6.75 | 7.36 | | 2004 | | | 19.81 | 18.94 | 0.87 | | 2003 | | | 37.82 | 43.41 | -5.59 | | 2002 | | | -17.15 | -16.22 | -0.93 | | 2001 | | | 22.05 | 8.92 | 13.13 | | 2000 | | | 9.43 | 11.89 | -2.46 | | 1999 | | | 9.87 | 19.95 | -10.08 |
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| PAST QUARTERLY RETURNS (%) FOR
MNSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.01 | 25.88 | 16.61 | N/A | | 2008 | -14.69 | -7.46 | -7.04 | -32.79 | | 2007 | 3.44 | 4.58 | -3.85 | -12.81 | | 2006 | 12.96 | -5.64 | -0.79 | 11.65 | | 2005 | -1.53 | 3.79 | 10.40 | 1.13 | | 2004 | 4.27 | 2.49 | -2.50 | 14.99 | | 2003 | -5.57 | 20.58 | 5.63 | 14.59 | | 2002 | 8.36 | -9.00 | -21.01 | 6.37 | | 2001 | 6.53 | 17.67 | -18.80 | 19.90 | | 2000 | 6.46 | 4.64 | 6.27 | -7.57 | | 1999 | N/A | N/A | N/A | 6.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 641 | 8.89 | | 1-Month | 238 | 662 | 35.95 | | 3-Month | 65 | 652 | 9.97 | | 6-Month | 200 | 647 | 30.91 | | 1-Year | 85 | 630 | 13.49 | | 3-Year | 431 | 553 | 77.94 | | 5-Year | 286 | 452 | 63.27 |
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