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| Morningstar Return Rating: | Above average | | Year to Date Return: | 46.28% | | 5-Year Average Return: | 2.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.63% | |
Worst 1-Yr Total Return (2008): | -42.24% | |
Best 3-Yr Total Return (2005-7): | 8.66% | |
Worst 3-Yr Total Return (2006-8): | -9.87% |
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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 | MOTCX | Category | Diff | Index* | Diff | | Year To Date | 46.28 | 31.20 | 15.08 | 24.07 | 22.21 | | 1-Month | 6.10 | 5.67 | 0.43 | 6.00 | 0.1 | | 3-Month | 8.92 | 8.18 | 0.74 | 7.91 | 1.01 | | 1-Year | 49.17 | 34.04 | 15.13 | 25.39 | 23.78 | | 3-Year | -0.58 | -3.89 | 3.31 | -5.79 | 5.21 | | 5-Year | 2.22 | 1.25 | 0.97 | 0.71 | 1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.04 | 43.84 | 10.2 | 45.76 | 8.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.54 | -18.03 | 4.49 | -18.25 | 4.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.24 | -40.67 | -1.57 | | 2007 | | | 18.63 | 13.35 | 5.28 | | 2006 | | | 6.87 | 7.05 | -0.18 | | 2005 | | | 1.20 | 6.71 | -5.51 | | 2004 | | | 10.00 | 7.81 | 2.19 | | 2003 | | | 48.83 | 28.66 | 20.17 | | 2002 | | | -37.71 | -27.64 | -10.07 | | 2001 | | | -32.62 | -22.30 | -10.32 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.27 | 19.30 | 16.45 | N/A | | 2008 | -14.58 | 3.06 | -13.59 | -24.08 | | 2007 | 0.89 | 9.01 | 8.06 | -0.19 | | 2006 | 3.55 | -7.55 | 4.95 | 6.37 | | 2005 | -8.63 | 0.79 | 7.03 | 2.68 | | 2004 | -2.10 | 5.36 | -6.87 | 14.51 | | 2003 | 3.52 | 17.74 | 8.33 | 12.72 | | 2002 | -8.03 | -28.04 | -20.59 | 18.52 | | 2001 | -32.62 | 16.55 | -36.33 | 34.75 | | 2000 | N/A | N/A | -5.19 | -34.48 | | 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 | 90 | 1818 | 4.95 | | 1-Month | 1620 | 1906 | 84.99 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 130 | 1866 | 6.97 | | 1-Year | 149 | 1815 | 8.21 | | 3-Year | 139 | 1537 | 9.04 | | 5-Year | 308 | 1273 | 24.19 |
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0.51% Nasdaq 
Performance
