MMIEX - MM S&P 500 Index Svc

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return20.05%
5-Year Average Return15.30%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Nov 29, 2017)31.86%
Worst 1 Yr Total Return (Nov 29, 2017)-37.31%
Best 3-Yr Total Return31.86%
Worst 3-Yr Total Return-8.77%

Trailing Returns (%) Vs. Benchmarks

ReturnMMIEXCategory
YTD20.05%15.50%
1-Month3.03%2.00%
3-Month7.54%4.40%
1-Year22.41%22.34%
3-Year10.50%9.01%
5-Year15.30%13.70%
10-Year7.87%6.62%
Last Bull Market24.76%23.89%
Last Bear Market-16.39%-17.62%

Annual Total Return (%) History

Year
MMIEXCategory
2017
N/AN/A
2016
11.56%10.37%
2015
1.05%-1.07%
2014
13.21%10.96%
2013
31.86%31.50%
2012
15.51%14.96%
2011
1.69%-1.27%
2010
14.57%14.01%
2009
26.16%28.17%
2008
-37.31%-37.79%
2007
5.00%6.16%
2006
15.35%14.17%
2005
4.47%5.88%
2004
10.39%10.02%
2003
28.10%27.05%
2002
-22.41%-22.25%
2001
-12.33%-13.50%
2000
-9.47%-6.31%
1999
20.43%20.16%
1998
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.95%2.98%4.39%N/A
20161.22%2.41%3.74%3.75%
20150.86%0.21%-6.55%6.98%
20141.70%5.13%1.04%4.79%
201310.49%2.80%5.12%10.44%
201212.47%-2.89%6.27%-0.48%
20115.81%0.00%-13.96%11.69%
20105.30%-11.53%11.17%10.62%
2009-11.04%15.92%15.48%5.94%
2008-9.50%-2.82%-8.46%-22.13%
20070.53%6.16%1.98%-3.52%
20064.12%-1.57%5.62%6.56%
2005-2.21%1.27%3.49%1.94%
20041.54%1.61%-1.96%9.13%
2003-3.17%15.13%2.53%12.08%
20020.09%-13.47%-17.29%8.32%
2001-11.96%5.73%-14.85%10.61%
20002.09%-2.75%-0.98%-7.91%
19994.77%6.91%-6.30%14.75%
19983.14%-9.96%21.24%N/A

Rank In Category (By Total Return)

YTD41
1-Month56
3-Month57
1-Year37
3-Year28
5-Year33

Load Adjusted Returns

1-Year22.41%
3-Year10.50%
5-Year15.30%
10-Year7.87%