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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.93% | | 5-Year Average Return: | 3.93% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 4.38% | |
Worst 1-Yr Total Return (2008): | 0.40% | |
Best 3-Yr Total Return (2005-7): | 3.48% | |
Worst 3-Yr Total Return (2006-8): | 3.03% |
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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 | MUCKX | Category | Diff | Index* | Diff | | Year To Date | 8.93 | 13.54 | -4.61 | 6.24 | 2.69 | | 1-Month | 1.08 | 0.89 | 0.19 | 0.49 | 0.59 | | 3-Month | 4.96 | 4.14 | 0.82 | 2.60 | 2.36 | | 1-Year | 15.36 | 17.86 | -2.5 | 13.79 | 1.57 | | 3-Year | 4.96 | 4.54 | 0.42 | 6.35 | -1.39 | | 5-Year | 3.93 | 3.85 | 0.08 | 5.05 | -1.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.20 | 13.81 | -2.61 | 7.06 | 4.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.34 | 6.49 | -2.15 | 7.94 | -3.6 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUCKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.40 | -4.70 | 5.10 | | 2007 | | | 4.38 | 4.70 | -0.32 | | 2006 | | | 4.38 | 4.15 | 0.23 | | 2005 | | | 1.70 | 1.80 | -0.10 | | 2004 | | | 3.68 | 3.91 | -0.23 | | 2003 | | | 5.19 | 5.10 | 0.09 | | 2002 | | | 7.10 | 8.04 | -0.94 | | 2001 | | | 6.00 | 7.64 | -1.64 | | 2000 | | | 10.01 | 9.44 | 0.57 | | 1999 | | | -3.09 | -1.35 | -1.74 |
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| PAST QUARTERLY RETURNS (%) FOR
MUCKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.78 | 3.35 | 6.16 | N/A | | 2008 | 2.24 | -0.93 | -2.46 | 1.62 | | 2007 | 1.36 | -0.47 | 1.80 | 1.64 | | 2006 | -0.80 | -0.08 | 3.33 | 1.91 | | 2005 | -0.50 | 2.76 | -1.01 | 0.48 | | 2004 | 3.02 | -3.22 | 3.16 | 0.80 | | 2003 | 1.56 | 3.51 | -0.38 | 0.44 | | 2002 | -1.58 | 3.15 | 4.56 | 0.90 | | 2001 | 2.98 | 0.07 | 1.88 | 0.95 | | 2000 | 2.56 | 0.47 | 3.44 | 3.22 | | 1999 | N/A | N/A | N/A | -0.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 852 | 1122 | 75.94 | | 1-Month | 593 | 1164 | 50.95 | | 3-Month | 207 | 1154 | 17.94 | | 6-Month | 600 | 1133 | 52.96 | | 1-Year | 614 | 1113 | 55.17 | | 3-Year | 443 | 957 | 46.29 | | 5-Year | 403 | 845 | 47.69 |
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0.01% Nasdaq 0.00%
Performance
