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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.43% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.37% | |
Worst 1-Yr Total Return (2008): | -37.92% | |
Best 3-Yr Total Return (2004-6): | 14.17% | |
Worst 3-Yr Total Return (2006-8): | -8.78% |
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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 | MUTHX | Category | Diff | Index* | Diff | | Year To Date | 23.43 | 21.73 | 1.7 | 24.07 | -0.64 | | 1-Month | 2.08 | 5.16 | -3.08 | 6.00 | -3.92 | | 3-Month | 4.76 | 6.45 | -1.69 | 7.91 | -3.15 | | 1-Year | 26.19 | 24.67 | 1.52 | 25.39 | 0.8 | | 3-Year | -6.71 | -7.33 | 0.62 | -5.79 | -0.92 | | 5-Year | 1.29 | 0.27 | 1.02 | 0.71 | 0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.65 | 47.53 | -5.88 | 45.76 | -4.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.02 | -16.99 | 0.97 | -18.25 | 2.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUTHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.92 | -37.09 | -0.83 | | 2007 | | | 3.30 | 1.42 | 1.88 | | 2006 | | | 18.37 | 18.15 | 0.22 | | 2005 | | | 10.39 | 5.95 | 4.44 | | 2004 | | | 13.89 | 12.97 | 0.92 | | 2003 | | | 26.62 | 28.44 | -1.82 | | 2002 | | | -10.89 | -18.69 | 7.80 | | 2001 | | | 6.32 | -4.99 | 11.31 | | 2000 | | | 13.83 | 7.87 | 5.96 | | 1999 | | | 15.00 | 6.72 | 8.28 |
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| PAST QUARTERLY RETURNS (%) FOR
MUTHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.99 | 17.11 | 15.95 | N/A | | 2008 | -9.19 | -5.74 | -6.78 | -22.20 | | 2007 | 3.18 | 6.13 | -3.40 | -2.34 | | 2006 | 6.39 | -0.88 | 3.93 | 8.00 | | 2005 | 0.30 | 2.31 | 4.58 | 2.86 | | 2004 | 3.29 | 0.12 | 0.65 | 9.42 | | 2003 | -2.20 | 12.98 | 2.54 | 11.75 | | 2002 | 2.52 | -5.87 | -10.18 | 2.81 | | 2001 | 3.28 | 8.34 | -10.93 | 6.68 | | 2000 | 2.35 | -1.56 | 7.88 | 4.73 | | 1999 | N/A | N/A | N/A | 8.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 336 | 1293 | 25.99 | | 1-Month | 655 | 1338 | 48.95 | | 3-Month | 797 | 1329 | 59.97 | | 6-Month | 990 | 1320 | 75.00 | | 1-Year | 333 | 1280 | 26.02 | | 3-Year | 340 | 1088 | 31.25 | | 5-Year | 161 | 917 | 17.56 |
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0.26% Nasdaq 
Performance
