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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.10% | | 5-Year Average Return: | 0.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.29% | |
Worst 1-Yr Total Return (2008): | -41.24% | |
Best 3-Yr Total Return (2004-6): | 14.15% | |
Worst 3-Yr Total Return (2006-8): | -10.30% |
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| 1-Year: | -12.09% | | 3-Year: | -9.20% | | 5-Year: | 0.20% | | 10-Year: | 5.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXLAX | Category | Diff | Index* | Diff | | Year To Date | 18.10 | 15.79 | 2.31 | 17.05 | 1.05 | | 1-Month | -3.73 | -2.21 | -1.52 | -1.86 | -1.87 | | 3-Month | 5.06 | 5.62 | -0.56 | 5.48 | -0.42 | | 1-Year | 12.88 | 9.52 | 3.36 | 9.80 | 3.08 | | 3-Year | -9.51 | -8.36 | -1.15 | -7.02 | -2.49 | | 5-Year | 0.18 | 0.18 | 0 | 0.33 | -0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.82 | 46.84 | 7.98 | 45.76 | 9.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.22 | -16.40 | -2.82 | -18.25 | -0.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.24 | -37.09 | -4.15 | | 2007 | | | 2.10 | 1.42 | 0.68 | | 2006 | | | 20.29 | 18.15 | 2.14 | | 2005 | | | 7.41 | 5.95 | 1.46 | | 2004 | | | 15.12 | 12.97 | 2.15 | | 2003 | | | 40.23 | 28.44 | 11.79 | | 2002 | | | -16.01 | -18.69 | 2.68 | | 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
MXLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.58 | 19.61 | 18.69 | N/A | | 2008 | -10.14 | -5.24 | -8.51 | -24.57 | | 2007 | 2.79 | 7.03 | -1.96 | -5.33 | | 2006 | 8.24 | -1.42 | 5.29 | 7.08 | | 2005 | -0.44 | 2.04 | 4.43 | 1.25 | | 2004 | 4.29 | 0.21 | -1.45 | 11.77 | | 2003 | -6.50 | 23.06 | 5.29 | 15.74 | | 2002 | -0.21 | -8.36 | -15.79 | 9.07 | | 2001 | N/A | N/A | N/A | 18.57 | | 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 | 400 | 1335 | 29.96 | | 1-Month | 1310 | 1379 | 95.00 | | 3-Month | 1026 | 1368 | 75.00 | | 6-Month | 686 | 1346 | 50.97 | | 1-Year | 263 | 1318 | 19.95 | | 3-Year | 637 | 1124 | 56.67 | | 5-Year | 415 | 934 | 44.43 |
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1.21% Nasdaq 
Performance
