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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.69% | | 5-Year Average Return: | 0.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.60% | |
Worst 1-Yr Total Return (2008): | -38.26% | |
Best 3-Yr Total Return (2004-6): | 11.02% | |
Worst 3-Yr Total Return (2006-8): | -11.00% |
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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 | MDPIX | Category | Diff | Index* | Diff | | Year To Date | 26.69 | 30.74 | -4.05 | 24.07 | 2.62 | | 1-Month | 3.93 | 4.28 | -0.35 | 6.00 | -2.07 | | 3-Month | 4.62 | 5.45 | -0.83 | 7.91 | -3.29 | | 1-Year | 31.41 | 36.41 | -5 | 25.39 | 6.02 | | 3-Year | -6.31 | -6.04 | -0.27 | -5.79 | -0.52 | | 5-Year | 0.55 | 0.99 | -0.44 | 0.71 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.49 | 54.55 | -1.06 | 45.76 | 7.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.07 | -16.09 | -4.98 | -18.25 | -2.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.26 | -39.18 | 0.92 | | 2007 | | | 5.84 | 4.85 | 0.99 | | 2006 | | | 7.87 | 14.03 | -6.16 | | 2005 | | | 10.69 | 9.25 | 1.44 | | 2004 | | | 14.60 | 16.30 | -1.70 | | 2003 | | | 33.08 | 36.28 | -3.20 | | 2002 | | | -19.02 | -16.55 | -2.47 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.30 | 18.09 | 19.33 | N/A | | 2008 | -9.17 | 4.95 | -11.49 | -26.82 | | 2007 | 5.37 | 5.35 | -1.44 | -3.25 | | 2006 | 7.44 | -3.81 | -1.90 | 6.40 | | 2005 | -0.83 | 3.89 | 4.42 | 2.88 | | 2004 | 4.59 | 0.84 | -2.57 | 11.51 | | 2003 | -5.18 | 17.25 | 6.12 | 12.80 | | 2002 | 5.31 | -10.40 | -18.00 | 4.66 | | 2001 | N/A | N/A | N/A | 16.53 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 261 | 450 | 58.00 | | 1-Month | 268 | 479 | 55.95 | | 3-Month | 242 | 476 | 50.84 | | 6-Month | 217 | 472 | 45.97 | | 1-Year | 220 | 450 | 48.89 | | 3-Year | 159 | 367 | 43.32 | | 5-Year | 159 | 293 | 54.27 |
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0.35% Nasdaq 
0.54 (1.46%) 
Performance
