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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.83% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.05% | |
Worst 1-Yr Total Return (2008): | -33.49% | |
Best 3-Yr Total Return (2004-6): | 9.53% | |
Worst 3-Yr Total Return (2006-8): | -8.23% |
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| 1-Year: | -0.04% | | 3-Year: | -1.33% | | 5-Year: | 2.93% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SPMCX | Category | Diff | Index* | Diff | | Year To Date | 24.83 | 30.74 | -5.91 | 24.07 | 0.76 | | 1-Month | 3.72 | 4.28 | -0.56 | 6.00 | -2.28 | | 3-Month | 3.72 | 5.45 | -1.73 | 7.91 | -4.19 | | 1-Year | 29.98 | 36.41 | -6.43 | 25.39 | 4.59 | | 3-Year | -4.20 | -6.04 | 1.84 | -5.79 | 1.59 | | 5-Year | 0.74 | 0.99 | -0.25 | 0.71 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.01 | 54.55 | -7.54 | 45.76 | 1.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.59 | -16.09 | -1.5 | -18.25 | 0.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.49 | -39.18 | 5.69 | | 2007 | | | 7.02 | 4.85 | 2.17 | | 2006 | | | 8.58 | 14.03 | -5.45 | | 2005 | | | 3.39 | 9.25 | -5.86 | | 2004 | | | 17.05 | 16.30 | 0.75 | | 2003 | | | 37.45 | 36.28 | 1.17 | | 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
SPMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.72 | 12.94 | 20.79 | N/A | | 2008 | -9.52 | 7.10 | -13.49 | -20.66 | | 2007 | 4.28 | 8.96 | -2.08 | -3.81 | | 2006 | 6.58 | -4.12 | 0.19 | 6.05 | | 2005 | 0.25 | -1.01 | 6.69 | -2.35 | | 2004 | 4.50 | -0.17 | -1.27 | 13.65 | | 2003 | -4.61 | 21.60 | 4.60 | 13.29 | | 2002 | N/A | N/A | -17.90 | 0.49 | | 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 | 360 | 450 | 80.00 | | 1-Month | 344 | 479 | 71.82 | | 3-Month | 456 | 476 | 95.80 | | 6-Month | 330 | 472 | 69.92 | | 1-Year | 282 | 450 | 62.67 | | 3-Year | 100 | 367 | 27.25 | | 5-Year | 162 | 293 | 55.29 |
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0.02% Nasdaq 
Performance
