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| Morningstar Return Rating: | Average | | Year to Date Return: | 45.45% | | 5-Year Average Return: | 1.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.81% | |
Worst 1-Yr Total Return (2008): | -42.44% | |
Best 3-Yr Total Return (2005-7): | 8.05% | |
Worst 3-Yr Total Return (2006-8): | -10.34% |
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| 1-Year: | 1.22% | | 3-Year: | -1.25% | | 5-Year: | 2.16% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOTAX | Category | Diff | Index* | Diff | | Year To Date | 45.45 | 31.20 | 14.25 | 24.07 | 21.38 | | 1-Month | 6.14 | 5.67 | 0.47 | 6.00 | 0.14 | | 3-Month | 8.54 | 8.18 | 0.36 | 7.91 | 0.63 | | 1-Year | 48.45 | 34.04 | 14.41 | 25.39 | 23.06 | | 3-Year | -1.06 | -3.89 | 2.83 | -5.79 | 4.73 | | 5-Year | 1.73 | 1.25 | 0.48 | 0.71 | 1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.65 | 43.84 | 9.81 | 45.76 | 7.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.85 | -18.03 | 4.18 | -18.25 | 4.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.44 | -40.67 | -1.77 | | 2007 | | | 17.81 | 13.35 | 4.46 | | 2006 | | | 6.31 | 7.05 | -0.74 | | 2005 | | | 0.73 | 6.71 | -5.98 | | 2004 | | | 9.47 | 7.81 | 1.66 | | 2003 | | | 47.83 | 28.66 | 19.17 | | 2002 | | | -37.99 | -27.64 | -10.35 | | 2001 | | | -33.00 | -22.30 | -10.70 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.02 | 19.14 | 16.62 | N/A | | 2008 | -14.73 | 2.95 | -13.47 | -24.23 | | 2007 | 0.68 | 8.84 | 7.92 | -0.39 | | 2006 | 3.40 | -7.75 | 4.83 | 6.31 | | 2005 | -8.80 | 0.54 | 7.20 | 2.49 | | 2004 | -2.41 | 5.21 | -7.03 | 14.69 | | 2003 | 3.16 | 17.62 | 8.14 | 12.65 | | 2002 | -8.09 | -28.00 | -20.74 | 18.22 | | 2001 | -32.68 | 16.10 | -36.34 | 34.65 | | 2000 | N/A | N/A | -5.40 | -34.45 | | 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 | 109 | 1818 | 6.00 | | 1-Month | 1601 | 1906 | 84.00 | | 3-Month | 990 | 1904 | 52.00 | | 6-Month | 167 | 1866 | 8.95 | | 1-Year | 168 | 1815 | 9.26 | | 3-Year | 174 | 1537 | 11.32 | | 5-Year | 422 | 1273 | 33.15 |
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0.51% Nasdaq 
Performance
