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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.67% | | 5-Year Average Return: | 1.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.63% | |
Worst 1-Yr Total Return (2008): | -42.60% | |
Best 3-Yr Total Return (2005-7): | 7.77% | |
Worst 3-Yr Total Return (2006-8): | -10.58% |
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| 1-Year: | 6.05% | | 3-Year: | 0.33% | | 5-Year: | 3.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOTNX | Category | Diff | Index* | Diff | | Year To Date | 44.67 | 31.20 | 13.47 | 24.07 | 20.6 | | 1-Month | 6.05 | 5.67 | 0.38 | 6.00 | 0.05 | | 3-Month | 8.51 | 8.18 | 0.33 | 7.91 | 0.6 | | 1-Year | 47.72 | 34.04 | 13.68 | 25.39 | 22.33 | | 3-Year | -1.39 | -3.89 | 2.5 | -5.79 | 4.4 | | 5-Year | 1.40 | 1.25 | 0.15 | 0.71 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.56 | 43.84 | 9.72 | 45.76 | 7.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.16 | -18.03 | 3.87 | -18.25 | 4.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOTNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.60 | -40.67 | -1.93 | | 2007 | | | 17.63 | 13.35 | 4.28 | | 2006 | | | 5.90 | 7.05 | -1.15 | | 2005 | | | 0.49 | 6.71 | -6.22 | | 2004 | | | 9.25 | 7.81 | 1.44 | | 2003 | | | 47.22 | 28.66 | 18.56 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOTNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.72 | 19.26 | 16.15 | N/A | | 2008 | -14.79 | 2.78 | -13.74 | -24.02 | | 2007 | 0.46 | 9.01 | 7.84 | -0.39 | | 2006 | 3.19 | -7.62 | 4.64 | 6.16 | | 2005 | -8.89 | 0.54 | 7.01 | 2.52 | | 2004 | -2.16 | 4.96 | -7.09 | 14.50 | | 2003 | 3.17 | 17.31 | 8.20 | 12.42 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 127 | 1818 | 6.99 | | 1-Month | 1601 | 1906 | 84.00 | | 3-Month | 913 | 1904 | 47.95 | | 6-Month | 167 | 1866 | 8.95 | | 1-Year | 189 | 1815 | 10.41 | | 3-Year | 214 | 1537 | 13.92 | | 5-Year | 502 | 1273 | 39.43 |
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0.01% Nasdaq 
0.52%
Performance
