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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.90% | | 5-Year Average Return: | 1.44% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 38.52% | |
Worst 1-Yr Total Return (2008): | -38.26% | |
Best 3-Yr Total Return (2004-6): | 30.49% | |
Worst 3-Yr Total Return (2006-8): | -10.73% |
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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 | MUSDX | Category | Diff | Index* | Diff | | Year To Date | 21.90 | 22.99 | -1.09 | 24.07 | -2.17 | | 1-Month | 7.14 | 6.66 | 0.48 | 6.00 | 1.14 | | 3-Month | 9.04 | 8.82 | 0.22 | 7.91 | 1.13 | | 1-Year | 36.10 | 42.04 | -5.94 | 25.39 | 10.71 | | 3-Year | -14.63 | -15.72 | 1.09 | -5.79 | -8.84 | | 5-Year | 1.44 | -1.07 | 2.51 | 0.71 | 0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.76 | 78.85 | -0.09 | 45.76 | 33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.44 | -30.70 | -1.74 | -18.25 | -14.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.26 | -39.55 | 1.29 | | 2007 | | | -16.80 | -14.66 | -2.14 | | 2006 | | | 38.52 | 33.58 | 4.94 | | 2005 | | | 17.37 | 11.51 | 5.86 | | 2004 | | | 36.67 | 32.02 | 4.65 | | 2003 | | | 37.23 | 36.80 | 0.43 | | 2002 | | | -0.10 | 4.54 | -4.64 | | 2001 | | | 8.78 | 10.00 | -1.22 | | 2000 | | | 29.36 | 27.02 | 2.34 | | 1999 | | | -1.73 | -2.76 | 1.03 |
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| PAST QUARTERLY RETURNS (%) FOR
MUSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.32 | 29.80 | 30.80 | N/A | | 2008 | 3.16 | -7.31 | 4.06 | -37.95 | | 2007 | 4.54 | -7.31 | 0.22 | -14.33 | | 2006 | 14.30 | 0.67 | 8.64 | 10.81 | | 2005 | -5.60 | 14.66 | 3.82 | 4.43 | | 2004 | 11.52 | -4.18 | 9.06 | 17.28 | | 2003 | 0.97 | 12.86 | 11.14 | 8.36 | | 2002 | 7.70 | 2.79 | -10.19 | 0.48 | | 2001 | -1.66 | 9.00 | -3.40 | 5.07 | | 2000 | 2.03 | 12.27 | 9.32 | 3.30 | | 1999 | N/A | N/A | N/A | -0.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 114 | 267 | 42.70 | | 1-Month | 90 | 282 | 31.91 | | 3-Month | 149 | 276 | 53.99 | | 6-Month | 232 | 270 | 85.93 | | 1-Year | 135 | 265 | 50.94 | | 3-Year | 80 | 228 | 35.09 | | 5-Year | 30 | 201 | 14.93 |
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0.02% Nasdaq 0.00%
Performance
