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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.58% | | 5-Year Average Return: | 10.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 45.69% | |
Worst 1-Yr Total Return (2008): | -43.80% | |
Best 3-Yr Total Return (2005-7): | 30.26% | |
Worst 3-Yr Total Return (2006-8): | -5.18% |
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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 | UMESX | Category | Diff | Index* | Diff | | Year To Date | 35.58 | 44.04 | -8.46 | 24.07 | 11.51 | | 1-Month | 3.87 | 6.23 | -2.36 | 6.00 | -2.13 | | 3-Month | 9.54 | 11.92 | -2.38 | 7.91 | 1.63 | | 1-Year | 27.45 | 46.07 | -18.62 | 25.39 | 2.06 | | 3-Year | 0.06 | 0.20 | -0.14 | -5.79 | 5.85 | | 5-Year | 10.94 | 10.75 | 0.19 | 0.71 | 10.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.94 | 54.65 | -11.71 | 45.76 | -2.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.95 | -26.32 | -4.63 | -18.25 | -12.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UMESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.80 | -48.79 | 4.99 | | 2007 | | | 36.25 | 37.12 | -0.87 | | 2006 | | | 11.34 | 10.53 | 0.81 | | 2005 | | | 45.69 | 38.20 | 7.49 | | 2004 | | | 34.27 | 27.47 | 6.80 | | 2003 | | | 32.81 | 32.76 | 0.05 | | 2002 | | | -10.14 | -0.80 | -9.34 | | 2001 | | | -13.70 | -10.44 | -3.26 | | 2000 | | | 42.56 | 29.49 | 13.07 | | 1999 | | | 27.65 | 30.64 | -2.99 |
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| PAST QUARTERLY RETURNS (%) FOR
UMESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.19 | 16.77 | 18.11 | N/A | | 2008 | 0.24 | 27.35 | -38.19 | -28.77 | | 2007 | 7.67 | 13.72 | 4.09 | 6.91 | | 2006 | 8.20 | -0.21 | -6.67 | 10.49 | | 2005 | 11.42 | 4.88 | 25.99 | -1.05 | | 2004 | 3.92 | 6.03 | 10.00 | 10.79 | | 2003 | -2.01 | 12.41 | 1.98 | 18.22 | | 2002 | 7.78 | -5.07 | -18.86 | 8.23 | | 2001 | -4.28 | -5.27 | -13.38 | 9.89 | | 2000 | 21.22 | 3.52 | 10.61 | 2.70 | | 1999 | N/A | N/A | N/A | 0.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 137 | 67.88 | | 1-Month | 109 | 138 | 78.99 | | 3-Month | 121 | 138 | 87.68 | | 6-Month | 80 | 137 | 58.39 | | 1-Year | 76 | 131 | 58.02 | | 3-Year | 40 | 80 | 50.00 | | 5-Year | 23 | 67 | 34.33 |
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0.49% Nasdaq 
Performance
