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| Morningstar Return Rating: | Low | | Year to Date Return: | 22.11% | | 5-Year Average Return: | -1.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.62% | |
Worst 1-Yr Total Return (2008): | -44.71% | |
Best 3-Yr Total Return (2005-7): | 9.15% | |
Worst 3-Yr Total Return (2006-8): | -12.33% |
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| 1-Year: | -14.28% | | 3-Year: | -8.26% | | 5-Year: | -1.63% | | 10-Year: | -3.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUSGX | Category | Diff | Index* | Diff | | Year To Date | 22.11 | 31.20 | -9.09 | 24.07 | -1.96 | | 1-Month | 5.34 | 5.67 | -0.33 | 6.00 | -0.66 | | 3-Month | 7.79 | 8.18 | -0.39 | 7.91 | -0.12 | | 1-Year | 22.81 | 34.04 | -11.23 | 25.39 | -2.58 | | 3-Year | -7.90 | -3.89 | -4.01 | -5.79 | -2.11 | | 5-Year | -1.85 | 1.25 | -3.1 | 0.71 | -2.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.77 | 43.84 | -7.07 | 45.76 | -8.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.27 | -18.03 | -6.24 | -18.25 | -6.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.71 | -40.67 | -4.04 | | 2007 | | | 14.62 | 13.35 | 1.27 | | 2006 | | | 6.33 | 7.05 | -0.72 | | 2005 | | | 6.68 | 6.71 | -0.03 | | 2004 | | | 11.89 | 7.81 | 4.08 | | 2003 | | | 24.68 | 28.66 | -3.98 | | 2002 | | | -27.83 | -27.64 | -0.19 | | 2001 | | | -15.82 | -22.30 | 6.48 | | 2000 | | | -7.67 | -13.05 | 5.38 | | 1999 | | | 10.46 | 38.87 | -28.41 |
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| PAST QUARTERLY RETURNS (%) FOR
MUSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.76 | 13.14 | 12.27 | N/A | | 2008 | -14.06 | -0.07 | -15.49 | -23.82 | | 2007 | 1.47 | 6.46 | 7.90 | -1.67 | | 2006 | 2.06 | -3.84 | 2.39 | 5.81 | | 2005 | -1.29 | 2.38 | 3.23 | 2.26 | | 2004 | 3.91 | 0.57 | -2.85 | 10.21 | | 2003 | -3.07 | 13.44 | 3.66 | 9.39 | | 2002 | -1.38 | -16.59 | -15.61 | 3.96 | | 2001 | -14.67 | 4.32 | -15.27 | 11.60 | | 2000 | -1.99 | -0.71 | -0.05 | -5.07 | | 1999 | N/A | N/A | N/A | 9.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1563 | 1818 | 85.97 | | 1-Month | 876 | 1906 | 45.96 | | 3-Month | 1028 | 1904 | 53.99 | | 6-Month | 1138 | 1866 | 60.99 | | 1-Year | 1317 | 1815 | 72.56 | | 3-Year | 1211 | 1537 | 78.79 | | 5-Year | 1014 | 1273 | 79.65 |
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0.51% Nasdaq 
Performance
