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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.10% | | 5-Year Average Return: | -0.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.84% | |
Worst 1-Yr Total Return (2008): | -41.51% | |
Best 3-Yr Total Return (2004-6): | 10.29% | |
Worst 3-Yr Total Return (2006-8): | -10.43% |
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| 1-Year: | -14.53% | | 3-Year: | -8.21% | | 5-Year: | -0.49% | | 10-Year: | -0.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUIFX | Category | Diff | Index* | Diff | | Year To Date | 23.10 | 25.10 | -2 | 24.07 | -0.97 | | 1-Month | 4.76 | 5.28 | -0.52 | 6.00 | -1.24 | | 3-Month | 5.77 | 7.01 | -1.24 | 7.91 | -2.14 | | 1-Year | 24.61 | 28.01 | -3.4 | 25.39 | -0.78 | | 3-Year | -7.60 | -5.87 | -1.73 | -5.79 | -1.81 | | 5-Year | -0.35 | 0.64 | -0.99 | 0.71 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.94 | 46.08 | 0.86 | 45.76 | 1.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.93 | -17.41 | -5.52 | -18.25 | -4.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.51 | -37.79 | -3.72 | | 2007 | | | 7.91 | 6.16 | 1.75 | | 2006 | | | 13.84 | 14.17 | -0.33 | | 2005 | | | 7.36 | 5.88 | 1.48 | | 2004 | | | 9.77 | 10.02 | -0.25 | | 2003 | | | 27.10 | 27.05 | 0.05 | | 2002 | | | -17.13 | -22.25 | 5.12 | | 2001 | | | -11.94 | -13.50 | 1.56 | | 2000 | | | -2.30 | -6.31 | 4.01 | | 1999 | | | -0.23 | 20.16 | -20.39 |
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| PAST QUARTERLY RETURNS (%) FOR
MUIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.83 | 17.77 | 14.07 | N/A | | 2008 | -9.94 | -1.07 | -12.13 | -25.29 | | 2007 | 1.37 | 6.37 | 2.80 | -2.65 | | 2006 | 4.55 | -2.04 | 3.77 | 7.12 | | 2005 | -0.53 | 0.82 | 4.66 | 2.29 | | 2004 | 2.21 | -0.04 | -2.84 | 10.59 | | 2003 | -3.42 | 16.15 | 2.14 | 10.92 | | 2002 | 4.29 | -9.67 | -18.79 | 8.33 | | 2001 | -12.25 | 4.91 | -14.07 | 11.32 | | 2000 | -1.57 | 4.84 | 0.45 | -5.74 | | 1999 | N/A | N/A | N/A | 4.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1273 | 2021 | 62.99 | | 1-Month | 1584 | 2113 | 74.96 | | 3-Month | 1547 | 2091 | 73.98 | | 6-Month | 1465 | 2064 | 70.98 | | 1-Year | 912 | 2011 | 45.35 | | 3-Year | 1210 | 1707 | 70.88 | | 5-Year | 873 | 1360 | 64.19 |
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