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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.30% | | 5-Year Average Return: | -0.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.76% | |
Worst 1-Yr Total Return (2008): | -44.19% | |
Best 3-Yr Total Return (2005-7): | 10.27% | |
Worst 3-Yr Total Return (2006-8): | -11.48% |
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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 | MUSYX | Category | Diff | Index* | Diff | | Year To Date | 23.30 | 31.20 | -7.9 | 24.07 | -0.77 | | 1-Month | 5.43 | 5.67 | -0.24 | 6.00 | -0.57 | | 3-Month | 8.05 | 8.18 | -0.13 | 7.91 | 0.14 | | 1-Year | 24.12 | 34.04 | -9.92 | 25.39 | -1.27 | | 3-Year | -6.98 | -3.89 | -3.09 | -5.79 | -1.19 | | 5-Year | -0.85 | 1.25 | -2.1 | 0.71 | -1.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.66 | 43.84 | -6.18 | 45.76 | -8.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.49 | -18.03 | -5.46 | -18.25 | -5.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.19 | -40.67 | -3.52 | | 2007 | | | 15.76 | 13.35 | 2.41 | | 2006 | | | 7.36 | 7.05 | 0.31 | | 2005 | | | 7.88 | 6.71 | 1.17 | | 2004 | | | 13.01 | 7.81 | 5.20 | | 2003 | | | 25.78 | 28.66 | -2.88 | | 2002 | | | -26.99 | -27.64 | 0.65 | | 2001 | | | -15.00 | -22.30 | 7.30 | | 2000 | | | -6.36 | -13.05 | 6.69 | | 1999 | | | 11.60 | 38.87 | -27.27 |
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| PAST QUARTERLY RETURNS (%) FOR
MUSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.53 | 13.48 | 12.59 | N/A | | 2008 | -13.85 | 0.18 | -15.31 | -23.64 | | 2007 | 1.71 | 6.74 | 8.13 | -1.40 | | 2006 | 2.27 | -3.66 | 2.74 | 6.06 | | 2005 | -0.99 | 2.61 | 3.52 | 2.58 | | 2004 | 4.19 | 0.79 | -2.64 | 10.53 | | 2003 | -2.92 | 13.66 | 3.92 | 9.68 | | 2002 | -1.10 | -16.32 | -15.44 | 4.32 | | 2001 | -14.43 | 4.58 | -15.06 | 11.83 | | 2000 | -1.72 | -0.47 | 0.66 | -4.89 | | 1999 | N/A | N/A | N/A | 10.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1490 | 1818 | 81.96 | | 1-Month | 781 | 1906 | 40.98 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 970 | 1866 | 51.98 | | 1-Year | 1265 | 1815 | 69.70 | | 3-Year | 1149 | 1537 | 74.76 | | 5-Year | 918 | 1273 | 72.11 |
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0.51% Nasdaq 
Performance
