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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.74% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.08% | |
Worst 1-Yr Total Return (2008): | -37.49% | |
Best 3-Yr Total Return (2004-6): | 9.74% | |
Worst 3-Yr Total Return (2006-8): | -8.97% |
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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 | MUXKX | Category | Diff | Index* | Diff | | Year To Date | 23.74 | 25.10 | -1.36 | 24.07 | -0.33 | | 1-Month | 5.93 | 5.28 | 0.65 | 6.00 | -0.07 | | 3-Month | 7.92 | 7.01 | 0.91 | 7.91 | 0.01 | | 1-Year | 24.98 | 28.01 | -3.03 | 25.39 | -0.41 | | 3-Year | -6.33 | -5.87 | -0.46 | -5.79 | -0.54 | | 5-Year | 0.12 | 0.64 | -0.52 | 0.71 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.69 | 46.08 | -0.39 | 45.76 | -0.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.76 | -17.41 | -1.35 | -18.25 | -0.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUXKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.49 | -37.79 | 0.30 | | 2007 | | | 4.83 | 6.16 | -1.33 | | 2006 | | | 15.08 | 14.17 | 0.91 | | 2005 | | | 4.26 | 5.88 | -1.62 | | 2004 | | | 10.14 | 10.02 | 0.12 | | 2003 | | | 27.89 | 27.05 | 0.84 | | 2002 | | | -22.67 | -22.25 | -0.42 | | 2001 | | | -12.48 | -13.50 | 1.02 | | 2000 | | | -9.71 | -6.31 | -3.40 | | 1999 | | | 20.29 | 20.16 | 0.13 |
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| PAST QUARTERLY RETURNS (%) FOR
MUXKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.00 | 15.73 | 15.69 | N/A | | 2008 | -9.62 | -2.84 | -8.52 | -22.19 | | 2007 | 0.49 | 6.12 | 1.88 | -3.51 | | 2006 | 4.08 | -1.60 | 5.49 | 6.52 | | 2005 | -2.28 | 1.23 | 3.42 | 1.92 | | 2004 | 1.51 | 1.56 | -2.04 | 9.05 | | 2003 | -3.35 | 15.27 | 2.49 | 11.99 | | 2002 | 0.15 | -13.57 | -17.45 | 8.22 | | 2001 | -11.96 | 5.67 | -14.88 | 10.53 | | 2000 | 2.13 | -2.81 | -1.14 | -7.98 | | 1999 | N/A | N/A | N/A | 14.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1131 | 2021 | 55.96 | | 1-Month | 866 | 2113 | 40.98 | | 3-Month | 606 | 2091 | 28.98 | | 6-Month | 474 | 2064 | 22.97 | | 1-Year | 1071 | 2011 | 53.26 | | 3-Year | 923 | 1707 | 54.07 | | 5-Year | 781 | 1360 | 57.43 |
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0.01% Nasdaq 
Performance
