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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.46% | | 5-Year Average Return: | -0.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.45% | |
Worst 1-Yr Total Return (2008): | -38.89% | |
Best 3-Yr Total Return (2004-6): | 9.91% | |
Worst 3-Yr Total Return (2006-8): | -11.88% |
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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 | MDPSX | Category | Diff | Index* | Diff | | Year To Date | 25.46 | 30.74 | -5.28 | 24.07 | 1.39 | | 1-Month | 3.84 | 4.28 | -0.44 | 6.00 | -2.16 | | 3-Month | 4.36 | 5.45 | -1.09 | 7.91 | -3.55 | | 1-Year | 29.98 | 36.41 | -6.43 | 25.39 | 4.59 | | 3-Year | -7.26 | -6.04 | -1.22 | -5.79 | -1.47 | | 5-Year | -0.47 | 0.99 | -1.46 | 0.71 | -1.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.57 | 54.55 | -1.98 | 45.76 | 6.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.91 | -16.09 | -5.82 | -18.25 | -3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.89 | -39.18 | 0.29 | | 2007 | | | 4.83 | 4.85 | -0.02 | | 2006 | | | 6.81 | 14.03 | -7.22 | | 2005 | | | 9.56 | 9.25 | 0.31 | | 2004 | | | 13.45 | 16.30 | -2.85 | | 2003 | | | 31.74 | 36.28 | -4.54 | | 2002 | | | -19.73 | -16.55 | -3.18 | | 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
MDPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.55 | 17.80 | 19.01 | N/A | | 2008 | -9.38 | 4.70 | -11.77 | -27.00 | | 2007 | 5.11 | 5.11 | -1.68 | -3.48 | | 2006 | 7.19 | -4.06 | -2.15 | 6.15 | | 2005 | -1.09 | 3.68 | 4.11 | 2.62 | | 2004 | 4.33 | 0.62 | -2.80 | 11.18 | | 2003 | -5.38 | 16.93 | 5.82 | 12.53 | | 2002 | 5.10 | -10.55 | -18.27 | 4.47 | | 2001 | N/A | N/A | N/A | 16.75 | | 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 | 283 | 450 | 62.89 | | 1-Month | 215 | 479 | 44.89 | | 3-Month | 266 | 476 | 55.88 | | 6-Month | 273 | 472 | 57.84 | | 1-Year | 210 | 450 | 46.67 | | 3-Year | 180 | 367 | 49.05 | | 5-Year | 187 | 293 | 63.82 |
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