|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.00% | | 5-Year Average Return: | -1.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.56% | |
Worst 1-Yr Total Return (2008): | -44.70% | |
Best 3-Yr Total Return (2005-7): | 9.17% | |
Worst 3-Yr Total Return (2006-8): | -12.33% |
|
| 1-Year: | -10.67% | | 3-Year: | -7.38% | | 5-Year: | -1.24% | | 10-Year: | -3.02% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUSCX | Category | Diff | Index* | Diff | | Year To Date | 16.00 | 24.15 | -8.15 | 17.05 | -1.05 | | 1-Month | -2.11 | -2.25 | 0.14 | -1.86 | -0.25 | | 3-Month | 3.34 | 4.52 | -1.18 | 5.48 | -2.14 | | 1-Year | 8.26 | 15.35 | -7.09 | 9.80 | -1.54 | | 3-Year | -8.94 | -4.95 | -3.99 | -7.02 | -1.92 | | 5-Year | -1.90 | 0.99 | -2.89 | 0.33 | -2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.83 | 42.81 | -5.98 | 45.76 | -8.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.28 | -17.14 | -7.14 | -18.25 | -6.03 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.70 | -40.67 | -4.03 | | 2007 | | | 14.56 | 13.35 | 1.21 | | 2006 | | | 6.35 | 7.05 | -0.70 | | 2005 | | | 6.78 | 6.71 | 0.07 | | 2004 | | | 11.79 | 7.81 | 3.98 | | 2003 | | | 24.68 | 28.66 | -3.98 | | 2002 | | | -27.77 | -27.64 | -0.13 | | 2001 | | | -15.86 | -22.30 | 6.44 | | 2000 | | | -7.26 | -13.05 | 5.79 | | 1999 | | | 10.45 | 38.87 | -28.42 |
|
| PAST QUARTERLY RETURNS (%) FOR
MUSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.81 | 13.28 | 12.26 | N/A | | 2008 | -14.00 | -0.07 | -15.49 | -23.85 | | 2007 | 1.46 | 6.47 | 7.90 | -1.72 | | 2006 | 2.12 | -3.94 | 2.45 | 5.83 | | 2005 | -1.21 | 2.36 | 3.20 | 2.31 | | 2004 | 3.88 | 0.57 | -2.90 | 10.22 | | 2003 | -3.05 | 13.33 | 3.63 | 9.50 | | 2002 | -1.37 | -16.54 | -15.58 | 3.93 | | 2001 | -14.68 | 4.35 | -15.25 | 11.51 | | 2000 | -1.94 | -0.71 | 0.40 | -5.12 | | 1999 | N/A | N/A | N/A | 9.88 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1567 | 1802 | 86.96 | | 1-Month | 963 | 1890 | 50.95 | | 3-Month | 1205 | 1884 | 63.96 | | 6-Month | 1278 | 1827 | 69.95 | | 1-Year | 1333 | 1797 | 74.18 | | 3-Year | 1174 | 1518 | 77.34 | | 5-Year | 1002 | 1251 | 80.10 |
|
|
|
|
|
0.01% Nasdaq 0.00%
0.02 (0.18%) 
Performance
