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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.27% | | 5-Year Average Return: | 1.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.13% | |
Worst 1-Yr Total Return (2008): | -33.49% | |
Best 3-Yr Total Return (2004-6): | 9.55% | |
Worst 3-Yr Total Return (2006-8): | -8.20% |
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| 1-Year: | -3.91% | | 3-Year: | -2.03% | | 5-Year: | 2.75% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SPMBX | Category | Diff | Index* | Diff | | Year To Date | 20.27 | 25.56 | -5.29 | 17.05 | 3.22 | | 1-Month | -5.53 | -4.12 | -1.41 | -1.86 | -3.67 | | 3-Month | 4.17 | 5.04 | -0.87 | 5.48 | -1.31 | | 1-Year | 15.70 | 18.21 | -2.51 | 9.80 | 5.9 | | 3-Year | -4.28 | -6.38 | 2.1 | -7.02 | 2.74 | | 5-Year | 1.23 | 1.42 | -0.19 | 0.33 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.32 | 53.89 | -6.57 | 45.76 | 1.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.55 | -16.12 | -1.43 | -18.25 | 0.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.49 | -39.18 | 5.69 | | 2007 | | | 7.13 | 4.85 | 2.28 | | 2006 | | | 8.56 | 14.03 | -5.47 | | 2005 | | | 3.39 | 9.25 | -5.86 | | 2004 | | | 17.13 | 16.30 | 0.83 | | 2003 | | | 37.41 | 36.28 | 1.13 | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SPMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.70 | 12.89 | 20.88 | N/A | | 2008 | -9.60 | 7.08 | -13.46 | -20.60 | | 2007 | 4.27 | 8.94 | -1.98 | -3.79 | | 2006 | 6.57 | -4.11 | 0.28 | 5.94 | | 2005 | 0.25 | -1.00 | 6.68 | -2.35 | | 2004 | 4.41 | -0.08 | -1.27 | 13.72 | | 2003 | -4.72 | 21.73 | 4.49 | 13.39 | | 2002 | N/A | N/A | -17.90 | 0.61 | | 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 | 341 | 461 | 73.97 | | 1-Month | 348 | 484 | 71.90 | | 3-Month | 308 | 482 | 63.90 | | 6-Month | 335 | 466 | 71.89 | | 1-Year | 203 | 459 | 44.23 | | 3-Year | 93 | 378 | 24.60 | | 5-Year | 148 | 298 | 49.66 |
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0.22% Nasdaq 
Performance
