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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.04% | | 5-Year Average Return: | 3.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.10% | |
Worst 1-Yr Total Return (2008): | -21.12% | |
Best 3-Yr Total Return (2004-6): | 9.47% | |
Worst 3-Yr Total Return (2006-8): | -2.67% |
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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 | MAPOX | Category | Diff | Index* | Diff | | Year To Date | 16.04 | 18.16 | -2.12 | N/A | N/A | | 1-Month | -0.42 | -1.24 | 0.82 | N/A | N/A | | 3-Month | 5.59 | 4.71 | 0.88 | N/A | N/A | | 1-Year | 14.72 | 15.73 | -1.01 | N/A | N/A | | 3-Year | -0.77 | -2.66 | 1.89 | N/A | N/A | | 5-Year | 3.35 | 2.10 | 1.25 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.75 | 33.32 | 0.43 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.48 | -8.51 | 3.03 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAPOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.12 | -28.00 | 6.88 | | 2007 | | | 4.28 | 5.99 | -1.71 | | 2006 | | | 12.10 | 11.29 | 0.81 | | 2005 | | | 4.47 | 5.13 | -0.66 | | 2004 | | | 12.02 | 8.86 | 3.16 | | 2003 | | | 21.65 | 20.35 | 1.30 | | 2002 | | | -6.42 | -12.02 | 5.60 | | 2001 | | | -1.27 | -5.05 | 3.78 | | 2000 | | | 16.55 | 1.82 | 14.73 | | 1999 | | | 4.60 | 10.71 | -6.11 |
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| PAST QUARTERLY RETURNS (%) FOR
MAPOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.03 | 13.47 | 12.90 | N/A | | 2008 | -4.10 | -2.79 | -3.09 | -12.69 | | 2007 | 0.95 | 5.12 | 0.93 | -2.63 | | 2006 | 5.73 | -0.66 | 2.46 | 4.16 | | 2005 | -0.69 | 1.42 | 1.46 | 2.22 | | 2004 | 3.50 | 1.87 | -0.04 | 6.29 | | 2003 | -0.83 | 11.81 | 1.28 | 8.32 | | 2002 | 3.02 | -6.00 | -9.36 | 6.62 | | 2001 | -4.37 | 2.60 | -4.71 | 5.60 | | 2000 | 2.76 | 2.34 | 6.20 | 4.36 | | 1999 | N/A | N/A | N/A | 2.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 799 | 1211 | 65.98 | | 1-Month | 138 | 1258 | 10.97 | | 3-Month | 502 | 1256 | 39.97 | | 6-Month | 414 | 1220 | 33.93 | | 1-Year | 575 | 1204 | 47.76 | | 3-Year | 138 | 950 | 14.53 | | 5-Year | 125 | 796 | 15.70 |
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