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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.02% | | 5-Year Average Return: | -1.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.49% | |
Worst 1-Yr Total Return (2008): | -44.31% | |
Best 3-Yr Total Return (2005-7): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -11.70% |
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| 1-Year: | -14.08% | | 3-Year: | -8.44% | | 5-Year: | -1.63% | | 10-Year: | -2.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUSAX | Category | Diff | Index* | Diff | | Year To Date | 23.02 | 31.20 | -8.18 | 24.07 | -1.05 | | 1-Month | 5.35 | 5.67 | -0.32 | 6.00 | -0.65 | | 3-Month | 8.01 | 8.18 | -0.17 | 7.91 | 0.1 | | 1-Year | 23.75 | 34.04 | -10.29 | 25.39 | -1.64 | | 3-Year | -7.22 | -3.89 | -3.33 | -5.79 | -1.43 | | 5-Year | -1.10 | 1.25 | -2.35 | 0.71 | -1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.41 | 43.84 | -6.43 | 45.76 | -8.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.72 | -18.03 | -5.69 | -18.25 | -5.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.31 | -40.67 | -3.64 | | 2007 | | | 15.49 | 13.35 | 2.14 | | 2006 | | | 7.06 | 7.05 | 0.01 | | 2005 | | | 7.60 | 6.71 | 0.89 | | 2004 | | | 12.73 | 7.81 | 4.92 | | 2003 | | | 25.58 | 28.66 | -3.08 | | 2002 | | | -27.32 | -27.64 | 0.32 | | 2001 | | | -15.22 | -22.30 | 7.08 | | 2000 | | | -6.70 | -13.05 | 6.35 | | 1999 | | | 11.12 | 38.87 | -27.75 |
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| PAST QUARTERLY RETURNS (%) FOR
MUSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.55 | 13.38 | 12.45 | N/A | | 2008 | -13.87 | 0.13 | -15.37 | -23.69 | | 2007 | 1.66 | 6.72 | 8.08 | -1.52 | | 2006 | 2.23 | -3.67 | 2.58 | 5.98 | | 2005 | -1.03 | 2.49 | 3.44 | 2.54 | | 2004 | 4.09 | 0.74 | -2.65 | 10.43 | | 2003 | -2.81 | 13.56 | 3.78 | 9.64 | | 2002 | -1.20 | -16.46 | -15.44 | 4.14 | | 2001 | -14.51 | 4.55 | -15.09 | 11.72 | | 2000 | -1.85 | -0.48 | 0.48 | -4.94 | | 1999 | N/A | N/A | N/A | 10.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1527 | 1818 | 83.99 | | 1-Month | 800 | 1906 | 41.97 | | 3-Month | 952 | 1904 | 50.00 | | 6-Month | 1007 | 1866 | 53.97 | | 1-Year | 1282 | 1815 | 70.63 | | 3-Year | 1173 | 1537 | 76.32 | | 5-Year | 950 | 1273 | 74.63 |
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0.51% Nasdaq 
Performance
