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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.93% | | 5-Year Average Return: | 5.05% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.98% | |
Worst 1-Yr Total Return (2008): | 1.43% | |
Best 3-Yr Total Return (2005-7): | 4.09% | |
Worst 3-Yr Total Return (2004-6): | 3.67% |
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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 | UMMGX | Category | Diff | Index* | Diff | | Year To Date | 10.93 | 14.86 | -3.93 | 7.61 | 3.32 | | 1-Month | 1.06 | 1.13 | -0.07 | 1.29 | -0.23 | | 3-Month | 3.04 | 3.76 | -0.72 | 2.86 | 0.18 | | 1-Year | 14.85 | 18.84 | -3.99 | 11.63 | 3.22 | | 3-Year | 5.82 | 4.58 | 1.24 | 6.40 | -0.58 | | 5-Year | 5.05 | 4.20 | 0.85 | 5.49 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.59 | 13.91 | -4.32 | 7.06 | 2.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.05 | 6.57 | 1.48 | 7.94 | 0.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UMMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.43 | -4.70 | 6.13 | | 2007 | | | 5.98 | 4.70 | 1.28 | | 2006 | | | 4.02 | 4.15 | -0.13 | | 2005 | | | 2.30 | 1.80 | 0.50 | | 2004 | | | 4.71 | 3.91 | 0.80 | | 2003 | | | 4.63 | 5.10 | -0.47 | | 2002 | | | 9.42 | 8.04 | 1.38 | | 2001 | | | 7.03 | 7.64 | -0.61 | | 2000 | | | 12.47 | 9.44 | 3.03 | | 1999 | | | -2.56 | -1.35 | -1.21 |
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| PAST QUARTERLY RETURNS (%) FOR
UMMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.15 | 3.02 | 4.55 | N/A | | 2008 | 1.09 | -0.38 | -1.27 | 2.02 | | 2007 | 1.32 | -0.82 | 2.83 | 2.56 | | 2006 | -0.65 | -0.16 | 3.64 | 1.19 | | 2005 | -0.36 | 2.98 | -0.79 | 0.50 | | 2004 | 2.74 | -2.26 | 3.30 | 0.95 | | 2003 | 1.67 | 3.17 | -0.57 | 0.33 | | 2002 | 0.16 | 3.25 | 4.01 | 1.74 | | 2001 | 2.77 | 0.20 | 4.46 | -0.50 | | 2000 | 2.41 | 1.60 | 2.88 | 5.07 | | 1999 | N/A | N/A | N/A | -0.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 799 | 1126 | 70.96 | | 1-Month | 852 | 1168 | 72.95 | | 3-Month | 891 | 1158 | 76.94 | | 6-Month | 798 | 1140 | 70.00 | | 1-Year | 668 | 1120 | 59.64 | | 3-Year | 318 | 970 | 32.78 | | 5-Year | 244 | 854 | 28.57 |
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0.11% Nasdaq 
0.01%
Performance
