|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 45.60% | | 5-Year Average Return: | 2.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.57% | |
Worst 1-Yr Total Return (2008): | -42.08% | |
Best 3-Yr Total Return (2005-7): | 8.49% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOTYX | Category | Diff | Index* | Diff | | Year To Date | 45.60 | 31.20 | 14.4 | 24.07 | 21.53 | | 1-Month | 6.18 | 5.67 | 0.51 | 6.00 | 0.18 | | 3-Month | 8.76 | 8.18 | 0.58 | 7.91 | 0.85 | | 1-Year | 49.00 | 34.04 | 14.96 | 25.39 | 23.61 | | 3-Year | -0.66 | -3.89 | 3.23 | -5.79 | 5.13 | | 5-Year | 2.13 | 1.25 | 0.88 | 0.71 | 1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.26 | 43.84 | 10.42 | 45.76 | 8.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.47 | -18.03 | 4.56 | -18.25 | 4.78 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOTYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.08 | -40.67 | -1.41 | | 2007 | | | 18.57 | 13.35 | 5.22 | | 2006 | | | 6.68 | 7.05 | -0.37 | | 2005 | | | 0.96 | 6.71 | -5.75 | | 2004 | | | 9.98 | 7.81 | 2.17 | | 2003 | | | 48.63 | 28.66 | 19.97 | | 2002 | | | -37.96 | -27.64 | -10.32 | | 2001 | | | -32.62 | -22.30 | -10.32 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MOTYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.95 | 19.17 | 16.62 | N/A | | 2008 | -14.53 | 2.87 | -13.52 | -23.82 | | 2007 | 0.89 | 9.09 | 8.13 | -0.38 | | 2006 | 3.58 | -7.60 | 4.99 | 6.18 | | 2005 | -8.67 | 0.53 | 7.35 | 2.44 | | 2004 | -2.11 | 5.39 | -7.16 | 14.83 | | 2003 | 3.53 | 17.42 | 8.39 | 12.80 | | 2002 | -8.27 | -27.85 | -20.59 | 18.06 | | 2001 | -32.62 | 16.30 | -36.19 | 34.75 | | 2000 | N/A | N/A | -5.19 | -34.48 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 109 | 1818 | 6.00 | | 1-Month | 1448 | 1906 | 75.97 | | 3-Month | 856 | 1904 | 44.96 | | 6-Month | 130 | 1866 | 6.97 | | 1-Year | 141 | 1815 | 7.77 | | 3-Year | 144 | 1537 | 9.37 | | 5-Year | 317 | 1273 | 24.90 |
|
|
|
|
|
0.51% Nasdaq 
Performance
