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| Morningstar Return Rating: | High | | Year to Date Return: | 22.71% | | 5-Year Average Return: | 3.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.05% | |
Worst 1-Yr Total Return (2008): | -33.98% | |
Best 3-Yr Total Return (2004-6): | 12.66% | |
Worst 3-Yr Total Return (2006-8): | -4.64% |
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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 | MVUSX | Category | Diff | Index* | Diff | | Year To Date | 22.71 | 21.73 | 0.98 | 24.07 | -1.36 | | 1-Month | 5.00 | 5.16 | -0.16 | 6.00 | -1 | | 3-Month | 7.07 | 6.45 | 0.62 | 7.91 | -0.84 | | 1-Year | 24.97 | 24.67 | 0.3 | 25.39 | -0.42 | | 3-Year | -3.43 | -7.33 | 3.9 | -5.79 | 2.36 | | 5-Year | 3.41 | 0.27 | 3.14 | 0.71 | 2.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.44 | 47.53 | -2.09 | 45.76 | -0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.90 | -16.99 | 2.09 | -18.25 | 3.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MVUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.98 | -37.09 | 3.11 | | 2007 | | | 8.49 | 1.42 | 7.07 | | 2006 | | | 21.05 | 18.15 | 2.90 | | 2005 | | | 7.57 | 5.95 | 1.62 | | 2004 | | | 9.80 | 12.97 | -3.17 | | 2003 | | | 29.96 | 28.44 | 1.52 | | 2002 | | | -21.35 | -18.69 | -2.66 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MVUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.29 | 16.02 | 15.23 | N/A | | 2008 | -8.43 | -1.29 | -9.38 | -19.40 | | 2007 | 1.86 | 6.67 | 1.90 | -2.01 | | 2006 | 5.98 | 1.10 | 6.18 | 6.41 | | 2005 | -0.37 | 1.12 | 4.96 | 1.73 | | 2004 | 1.19 | 1.28 | -1.84 | 9.15 | | 2003 | -4.61 | 17.18 | 1.49 | 14.56 | | 2002 | 1.60 | -9.45 | -20.11 | 7.01 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 581 | 1293 | 44.93 | | 1-Month | 1070 | 1338 | 79.97 | | 3-Month | 611 | 1329 | 45.97 | | 6-Month | 831 | 1320 | 62.95 | | 1-Year | 494 | 1280 | 38.59 | | 3-Year | 110 | 1088 | 10.11 | | 5-Year | 45 | 917 | 4.91 |
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0.02% Nasdaq 
0.33%
Performance
