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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.91% | | 5-Year Average Return: | 1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 30.62% | |
Worst 1-Yr Total Return (2008): | -40.82% | |
Best 3-Yr Total Return (2005-7): | 12.45% | |
Worst 3-Yr Total Return (2006-8): | -9.64% |
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| 1-Year: | 26.62% | | 3-Year: | -5.07% | | 5-Year: | 1.66% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMSPX | Category | Diff | Index* | Diff | | Year To Date | -3.91 | -4.57 | 0.66 | -3.60 | -0.31 | | 1-Month | -3.91 | -4.57 | 0.66 | -3.60 | -0.31 | | 3-Month | 6.04 | 5.39 | 0.65 | 4.16 | 1.88 | | 1-Year | 33.28 | 39.73 | -6.45 | 33.14 | 0.14 | | 3-Year | -6.56 | -5.54 | -1.02 | -7.24 | 0.68 | | 5-Year | 1.66 | 1.43 | 0.23 | 0.18 | 1.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.00 | 49.32 | -3.32 | 45.76 | 0.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.09 | -20.58 | -1.51 | -18.25 | -3.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMSPX | Category | Diff | | 2009 | | | 30.62 | 39.11 | -8.49 | | 2008 | | | -40.82 | -43.77 | 2.95 | | 2007 | | | 13.46 | 15.09 | -1.63 | | 2006 | | | 9.86 | 9.00 | 0.86 | | 2005 | | | 14.07 | 9.84 | 4.23 | | 2004 | | | 16.17 | 13.23 | 2.94 | | 2003 | | | 30.89 | 35.96 | -5.07 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MMSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.45 | 13.57 | 17.58 | 4.56 | | 2008 | -11.11 | 5.81 | -16.12 | -24.99 | | 2007 | 6.20 | 7.05 | 0.07 | -0.27 | | 2006 | 10.47 | -4.09 | -2.20 | 6.03 | | 2005 | -1.51 | 5.37 | 7.50 | 2.24 | | 2004 | 4.87 | 0.16 | -1.81 | 12.63 | | 2003 | -4.43 | 15.37 | 5.09 | 12.95 | | 2002 | N/A | N/A | N/A | 1.98 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | 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 | 265 | 857 | 30.92 | | 1-Month | 402 | 857 | 46.91 | | 3-Month | 348 | 851 | 40.89 | | 6-Month | 371 | 845 | 43.91 | | 1-Year | 541 | 804 | 67.29 | | 3-Year | 404 | 719 | 56.19 | | 5-Year | 264 | 622 | 42.44 |
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