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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.88% | | 5-Year Average Return: | 2.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.07% | |
Worst 1-Yr Total Return (2008): | -37.29% | |
Best 3-Yr Total Return (2004-6): | 13.42% | |
Worst 3-Yr Total Return (2006-8): | -8.40% |
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| 1-Year: | -9.36% | | 3-Year: | -5.65% | | 5-Year: | 1.65% | | 10-Year: | 5.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAPAX | Category | Diff | Index* | Diff | | Year To Date | 21.88 | 18.65 | 3.23 | 17.05 | 4.83 | | 1-Month | -2.17 | -2.18 | 0.01 | -1.86 | -0.31 | | 3-Month | 5.96 | 5.08 | 0.88 | 5.48 | 0.48 | | 1-Year | 14.12 | 11.86 | 2.26 | 9.80 | 4.32 | | 3-Year | -5.61 | -6.78 | 1.17 | -7.02 | 1.41 | | 5-Year | 2.20 | 0.49 | 1.71 | 0.33 | 1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.29 | 45.26 | 6.03 | 45.76 | 5.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.04 | -15.99 | -0.05 | -18.25 | 2.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.29 | -37.79 | 0.50 | | 2007 | | | 5.58 | 6.16 | -0.58 | | 2006 | | | 16.07 | 14.17 | 1.90 | | 2005 | | | 8.49 | 5.88 | 2.61 | | 2004 | | | 15.86 | 10.02 | 5.84 | | 2003 | | | 38.41 | 27.05 | 11.36 | | 2002 | | | -20.04 | -22.25 | 2.21 | | 2001 | | | 2.11 | -13.50 | 15.61 | | 2000 | | | 16.67 | -6.31 | 22.98 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MAPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.75 | 17.68 | 17.29 | N/A | | 2008 | -6.92 | -3.31 | -9.50 | -23.01 | | 2007 | 1.49 | 6.42 | 1.23 | -3.43 | | 2006 | 6.67 | -1.68 | 2.70 | 7.76 | | 2005 | -1.15 | 1.28 | 6.17 | 2.07 | | 2004 | 3.92 | 1.96 | -1.09 | 10.54 | | 2003 | -3.10 | 20.26 | 4.26 | 13.91 | | 2002 | 1.41 | -10.73 | -15.83 | 4.94 | | 2001 | -3.63 | 8.80 | -14.70 | 14.18 | | 2000 | 8.73 | -2.10 | 5.20 | 4.19 | | 1999 | N/A | N/A | N/A | 11.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 503 | 2013 | 24.99 | | 1-Month | 1308 | 2110 | 61.99 | | 3-Month | 1170 | 2090 | 55.98 | | 6-Month | 450 | 2049 | 21.96 | | 1-Year | 394 | 1999 | 19.71 | | 3-Year | 405 | 1694 | 23.91 | | 5-Year | 170 | 1352 | 12.57 |
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1.23% Nasdaq 
Performance
