|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.58% | | 5-Year Average Return: | -0.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.82% | |
Worst 1-Yr Total Return (2008): | -37.61% | |
Best 3-Yr Total Return (2004-6): | 9.49% | |
Worst 3-Yr Total Return (2006-8): | -9.19% |
|
| 1-Year: | -10.18% | | 3-Year: | -6.71% | | 5-Year: | 0.02% | | 10-Year: | -1.02% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUXBX | Category | Diff | Index* | Diff | | Year To Date | 16.58 | 18.65 | -2.07 | 17.05 | -0.47 | | 1-Month | -1.97 | -2.18 | 0.21 | -1.86 | -0.11 | | 3-Month | 5.44 | 5.08 | 0.36 | 5.48 | -0.04 | | 1-Year | 9.15 | 11.86 | -2.71 | 9.80 | -0.65 | | 3-Year | -7.77 | -6.78 | -0.99 | -7.02 | -0.75 | | 5-Year | -0.49 | 0.49 | -0.98 | 0.33 | -0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.46 | 45.26 | 0.2 | 45.76 | -0.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.96 | -15.99 | -2.97 | -18.25 | -0.71 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.61 | -37.79 | 0.18 | | 2007 | | | 4.53 | 6.16 | -1.63 | | 2006 | | | 14.82 | 14.17 | 0.65 | | 2005 | | | 4.00 | 5.88 | -1.88 | | 2004 | | | 9.90 | 10.02 | -0.12 | | 2003 | | | 27.55 | 27.05 | 0.50 | | 2002 | | | -22.89 | -22.25 | -0.64 | | 2001 | | | -12.69 | -13.50 | 0.81 | | 2000 | | | -9.90 | -6.31 | -3.59 | | 1999 | | | 19.97 | 20.16 | -0.19 |
|
| PAST QUARTERLY RETURNS (%) FOR
MUXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 15.64 | 15.60 | N/A | | 2008 | -9.66 | -2.90 | -8.61 | -22.18 | | 2007 | 0.40 | 6.08 | 1.78 | -3.58 | | 2006 | 4.02 | -1.66 | 5.42 | 6.48 | | 2005 | -2.33 | 1.12 | 3.39 | 1.85 | | 2004 | 1.49 | 1.50 | -2.10 | 8.97 | | 2003 | -3.40 | 15.19 | 2.43 | 11.91 | | 2002 | 0.05 | -13.62 | -17.49 | 8.14 | | 2001 | -12.04 | 5.65 | -14.92 | 10.44 | | 2000 | 2.10 | -2.87 | -1.20 | -8.04 | | 1999 | N/A | N/A | N/A | 14.62 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1248 | 2013 | 62.00 | | 1-Month | 654 | 2110 | 31.00 | | 3-Month | 647 | 2090 | 30.96 | | 6-Month | 1024 | 2049 | 49.98 | | 1-Year | 1050 | 1999 | 52.53 | | 3-Year | 926 | 1694 | 54.66 | | 5-Year | 787 | 1352 | 58.21 |
|
|
|
|
|
0.01% Nasdaq 0.00%
0.05 (0.25%) 
Performance
