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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.60% | | 5-Year Average Return: | -0.15% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.18% | |
Worst 1-Yr Total Return (2008): | -45.59% | |
Best 3-Yr Total Return (2005-7): | 10.96% | |
Worst 3-Yr Total Return (2006-8): | -11.88% |
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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 | MOFQX | Category | Diff | Index* | Diff | | Year To Date | 24.60 | 25.56 | -0.96 | 17.05 | 7.55 | | 1-Month | -1.25 | -4.12 | 2.87 | -1.86 | 0.61 | | 3-Month | 7.05 | 5.04 | 2.01 | 5.48 | 1.57 | | 1-Year | 9.72 | 18.21 | -8.49 | 9.80 | -0.08 | | 3-Year | -8.02 | -6.38 | -1.64 | -7.02 | -1 | | 5-Year | -0.15 | 1.42 | -1.57 | 0.33 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.60 | 53.89 | -17.29 | 45.76 | -9.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.72 | -16.12 | -12.6 | -18.25 | -10.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOFQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.59 | -39.18 | -6.41 | | 2007 | | | 4.65 | 4.85 | -0.20 | | 2006 | | | 20.18 | 14.03 | 6.15 | | 2005 | | | 8.65 | 9.25 | -0.60 | | 2004 | | | -4.14 | 16.30 | -20.44 | | 2003 | | | 42.82 | 36.28 | 6.54 | | 2002 | | | -6.38 | -16.55 | 10.17 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOFQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.45 | 13.72 | 13.75 | N/A | | 2008 | -6.53 | 7.62 | -20.58 | -31.89 | | 2007 | 0.80 | 9.49 | -3.21 | -2.04 | | 2006 | 9.32 | -0.88 | -2.37 | 13.60 | | 2005 | -5.07 | 2.02 | 10.37 | 1.63 | | 2004 | 4.68 | -8.43 | -7.53 | 8.15 | | 2003 | -7.79 | 22.78 | 12.22 | 12.41 | | 2002 | 5.18 | -3.10 | -15.52 | 8.74 | | 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 | 331 | 461 | 71.80 | | 1-Month | 392 | 484 | 80.99 | | 3-Month | 347 | 482 | 71.99 | | 6-Month | 153 | 466 | 32.83 | | 1-Year | 358 | 459 | 78.00 | | 3-Year | 248 | 378 | 65.61 | | 5-Year | 207 | 298 | 69.46 |
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0.29% Nasdaq 0.00%
Performance
