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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.88% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.12% | |
Worst 1-Yr Total Return (2008): | -37.42% | |
Best 3-Yr Total Return (2004-6): | 9.75% | |
Worst 3-Yr Total Return (2006-8): | -8.95% |
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| 1-Year: | -9.49% | | 3-Year: | -6.69% | | 5-Year: | -0.04% | | 10-Year: | -0.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUXAX | Category | Diff | Index* | Diff | | Year To Date | 23.88 | 25.10 | -1.22 | 24.07 | -0.19 | | 1-Month | 5.92 | 5.28 | 0.64 | 6.00 | -0.08 | | 3-Month | 7.94 | 7.01 | 0.93 | 7.91 | 0.03 | | 1-Year | 25.07 | 28.01 | -2.94 | 25.39 | -0.32 | | 3-Year | -6.27 | -5.87 | -0.4 | -5.79 | -0.48 | | 5-Year | 0.15 | 0.64 | -0.49 | 0.71 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.76 | 46.08 | -0.32 | 45.76 | 0 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -17.41 | -1.25 | -18.25 | -0.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUXAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.42 | -37.79 | 0.37 | | 2007 | | | 4.80 | 6.16 | -1.36 | | 2006 | | | 15.12 | 14.17 | 0.95 | | 2005 | | | 4.26 | 5.88 | -1.62 | | 2004 | | | 10.13 | 10.02 | 0.11 | | 2003 | | | 27.87 | 27.05 | 0.82 | | 2002 | | | -22.63 | -22.25 | -0.38 | | 2001 | | | -12.41 | -13.50 | 1.09 | | 2000 | | | -9.57 | -6.31 | -3.26 | | 1999 | | | 20.36 | 20.16 | 0.20 |
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| PAST QUARTERLY RETURNS (%) FOR
MUXAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.97 | 15.75 | 15.71 | N/A | | 2008 | -9.58 | -2.85 | -8.49 | -22.15 | | 2007 | 0.46 | 6.15 | 1.85 | -3.51 | | 2006 | 4.08 | -1.60 | 5.48 | 6.55 | | 2005 | -2.28 | 1.23 | 3.41 | 1.92 | | 2004 | 1.51 | 1.56 | -2.04 | 9.05 | | 2003 | -3.35 | 15.26 | 2.49 | 11.99 | | 2002 | 0.17 | -13.55 | -17.44 | 8.21 | | 2001 | -11.97 | 5.70 | -14.81 | 10.50 | | 2000 | 2.20 | -2.79 | -1.11 | -7.96 | | 1999 | N/A | N/A | N/A | 14.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1111 | 2021 | 54.97 | | 1-Month | 760 | 2113 | 35.97 | | 3-Month | 606 | 2091 | 28.98 | | 6-Month | 454 | 2064 | 22.00 | | 1-Year | 1029 | 2011 | 51.17 | | 3-Year | 911 | 1707 | 53.37 | | 5-Year | 767 | 1360 | 56.40 |
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0.51% Nasdaq 
Performance
