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| Morningstar Return Rating: | Above average | | Year to Date Return: | 45.87% | | 5-Year Average Return: | 2.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.24% | |
Worst 1-Yr Total Return (2008): | -42.29% | |
Best 3-Yr Total Return (2005-7): | 8.33% | |
Worst 3-Yr Total Return (2006-8): | -10.10% |
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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 | MOTLX | Category | Diff | Index* | Diff | | Year To Date | 45.87 | 31.20 | 14.67 | 24.07 | 21.8 | | 1-Month | 6.25 | 5.67 | 0.58 | 6.00 | 0.25 | | 3-Month | 8.87 | 8.18 | 0.69 | 7.91 | 0.96 | | 1-Year | 48.82 | 34.04 | 14.78 | 25.39 | 23.43 | | 3-Year | -0.82 | -3.89 | 3.07 | -5.79 | 4.97 | | 5-Year | 2.02 | 1.25 | 0.77 | 0.71 | 1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.12 | 43.84 | 10.28 | 45.76 | 8.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.62 | -18.03 | 4.41 | -18.25 | 4.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOTLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.29 | -40.67 | -1.62 | | 2007 | | | 18.24 | 13.35 | 4.89 | | 2006 | | | 6.47 | 7.05 | -0.58 | | 2005 | | | 0.97 | 6.71 | -5.74 | | 2004 | | | 9.82 | 7.81 | 2.01 | | 2003 | | | 48.43 | 28.66 | 19.77 | | 2002 | | | -38.05 | -27.64 | -10.41 | | 2001 | | | -32.68 | -22.30 | -10.38 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOTLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.98 | 19.42 | 16.53 | N/A | | 2008 | -14.67 | 3.13 | -13.64 | -24.06 | | 2007 | 0.68 | 9.17 | 7.99 | -0.38 | | 2006 | 3.36 | -7.66 | 5.03 | 6.22 | | 2005 | -8.72 | 0.53 | 7.12 | 2.71 | | 2004 | -2.12 | 5.15 | -6.96 | 14.69 | | 2003 | 3.54 | 17.49 | 8.41 | 12.54 | | 2002 | -8.29 | -27.93 | -20.66 | 18.14 | | 2001 | -32.51 | 16.06 | -36.27 | 34.87 | | 2000 | N/A | N/A | -5.30 | -34.52 | | 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 | 932 | 1904 | 48.95 | | 6-Month | 149 | 1866 | 7.98 | | 1-Year | 158 | 1815 | 8.71 | | 3-Year | 155 | 1537 | 10.08 | | 5-Year | 356 | 1273 | 27.97 |
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0.51% Nasdaq 
Performance
