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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.80% | | 5-Year Average Return: | 2.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.16% | |
Worst 1-Yr Total Return (2008): | -26.94% | |
Best 3-Yr Total Return (2005-7): | 7.30% | |
Worst 3-Yr Total Return (2006-8): | -5.23% |
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| 1-Year: | -6.06% | | 3-Year: | -4.10% | | 5-Year: | 0.99% | | 10-Year: | -0.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MTRAX | Category | Diff | Index* | Diff | | Year To Date | 19.80 | 22.21 | -2.41 | N/A | N/A | | 1-Month | 3.74 | 3.58 | 0.16 | N/A | N/A | | 3-Month | 7.07 | 5.74 | 1.33 | N/A | N/A | | 1-Year | 23.06 | 26.14 | -3.08 | N/A | N/A | | 3-Year | -2.01 | -2.18 | 0.17 | N/A | N/A | | 5-Year | 2.12 | 2.20 | -0.08 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.06 | 33.99 | -9.93 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.32 | -9.13 | -2.19 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MTRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.94 | -28.00 | 1.06 | | 2007 | | | 6.72 | 5.99 | 0.73 | | 2006 | | | 9.16 | 11.29 | -2.13 | | 2005 | | | 6.04 | 5.13 | 0.91 | | 2004 | | | 6.43 | 8.86 | -2.43 | | 2003 | | | 19.05 | 20.35 | -1.30 | | 2002 | | | -17.75 | -12.02 | -5.73 | | 2001 | | | -11.92 | -5.05 | -6.87 | | 2000 | | | -4.48 | 1.82 | -6.30 | | 1999 | | | 16.46 | 10.71 | 5.75 |
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| PAST QUARTERLY RETURNS (%) FOR
MTRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.69 | 8.64 | 9.43 | N/A | | 2008 | -6.72 | -1.37 | -7.58 | -14.07 | | 2007 | 1.49 | 4.59 | 1.75 | -1.19 | | 2006 | 2.93 | -1.27 | 3.82 | 3.46 | | 2005 | -1.23 | 2.76 | 2.61 | 1.82 | | 2004 | 1.86 | -0.52 | -1.34 | 6.47 | | 2003 | -1.12 | 9.77 | 2.38 | 7.13 | | 2002 | -3.24 | -9.34 | -8.04 | 1.95 | | 2001 | -11.47 | 1.92 | -9.49 | 7.84 | | 2000 | 4.23 | -1.73 | 1.70 | -8.29 | | 1999 | N/A | N/A | N/A | 13.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 745 | 1184 | 62.92 | | 1-Month | 98 | 1233 | 7.95 | | 3-Month | 61 | 1229 | 4.96 | | 6-Month | 881 | 1208 | 72.93 | | 1-Year | 650 | 1183 | 54.95 | | 3-Year | 370 | 932 | 39.70 | | 5-Year | 339 | 784 | 43.24 |
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0.31% Nasdaq 0.00%
0.02 (0.14%) 
Performance
