Mutual Interest Data Service - mutual funds
mutual fund performances
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Below are listed performances of our best mutual funds.  How does your portfolio measure up to these returns?

Investment Classification: 

06/26/2009
Lipper Averages

06/26/2009
MIDS Mutual Funds

Balanced
Equity-Income
Emerging Markets
European Region
Global Stocks
Health/Biotechnology
International Stocks
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Mid-Cap Core
Mid-Cap Growth
Mid-Cap Value
Multi-Cap Core
Multi-Cap Growth
Multi-Cap Value
Small-Cap Core
Small-Cap Growth
Small-Cap Value
Securities/Flexible
Utility
 6.36% 
1.11%
34.62% / 15.90%
8.16%
8.46%
3.53%
14.76% / 8.84% 
4.74%
11.19%
0.73%
8.93%
13.07%
7.48%
7.25%
11.37%
4.23%
6.62%
11.60%
5.01%
12.33% / 7.09%
-0.25%
3.85% / 8.07%
3.91% / 2.88%
30.23% / 11.74%
2.19% / 9.89%
6.48% / 5.03%
0.23% / -2.95%
5.48% / 6.90%
5.61% / 10.41%
11.72% / 13.80%
2.14% / 7.01%
7.35% / 7.39%
13.07% / 7.92%
11.19% / 4.62%
10.63% / 17.71%
22.75% / 7.03%
3.70% / 4.83%
2.47% / 5.16%
17.65% / 26.81%
7.29% / 29.13%
11.50% / 7.63%
0.89% / -1.10% 

 
 
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Here are the 3-year average mutual fund returns of these mutual fund performances:

Investment Classification: 
 
3-Year Average Returns
MIDS Mutual Funds
Balanced
Emerging Markets
Equity-Income
European Region
Global Stocks
Health/Biotechnology
International Stocks
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Mid-Cap Core
Mid-Cap Growth
Mid-Cap Value
Multi-Cap Core
Multi-Cap Growth
Multi-Cap Value
Small-Cap Core
Small-Cap Growth
Small-Cap Value
Securities/Flexible
Utility
3.17% / 1.77%
 3.48% / 0.49%
2.53% / 0.28%
3.77% / 1.04%
3.45% / 3.11%
0.81% / -1.68%
14.61% / 1.17%
6.11% / 0.85%
-1.25% / -7.92%
-1.94% / -3.10%
-1.34% / -2.21%
-1.17% / 5.42%
-3.92% / 6.43%
-5.82% / -4.79%
-5.86% / -6.18%
-3.94% / 0.63%
0.20% / -0.64%
-3.66% / -10.95%
-2.86% / -3.19%
3.81% / 12.58%
5.97% / 4.96%

Note:  These returns are based on the performance and the distribution of income and/or capital gains.