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| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.84% | | 5-Year Average Return: | -1.43% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.58% | |
Worst 1-Yr Total Return (2008): | -26.94% | |
Best 3-Yr Total Return (2004-6): | 8.86% | |
Worst 3-Yr Total Return (2006-8): | -4.14% |
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| 1-Year: | -15.37% | | 3-Year: | -9.48% | | 5-Year: | -2.29% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDPVX | Category | Diff | Index* | Diff | | Year To Date | -0.84 | 15.79 | -16.63 | 17.05 | -17.89 | | 1-Month | -0.28 | -2.21 | 1.93 | -1.86 | 1.58 | | 3-Month | -0.14 | 5.62 | -5.76 | 5.48 | -5.62 | | 1-Year | -1.47 | 9.52 | -10.99 | 9.80 | -11.27 | | 3-Year | -8.86 | -8.36 | -0.5 | -7.02 | -1.84 | | 5-Year | -1.43 | 0.18 | -1.61 | 0.33 | -1.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.28 | 46.84 | -45.56 | 45.76 | -44.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.12 | -16.40 | 0.28 | -18.25 | 2.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDPVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.94 | -37.09 | 10.15 | | 2007 | | | -0.01 | 1.42 | -1.43 | | 2006 | | | 20.58 | 18.15 | 2.43 | | 2005 | | | 1.70 | 5.95 | -4.25 | | 2004 | | | 5.20 | 12.97 | -7.77 | | 2003 | | | 13.82 | 28.44 | -14.62 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDPVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.54 | 0.43 | 0.57 | N/A | | 2008 | -8.40 | -5.65 | -5.88 | -10.18 | | 2007 | 0.92 | 6.37 | -0.86 | -6.05 | | 2006 | 5.44 | -0.79 | 6.97 | 7.76 | | 2005 | -2.24 | -0.09 | 3.31 | 0.80 | | 2004 | 2.12 | -0.43 | -1.91 | 5.48 | | 2003 | -3.09 | 8.22 | -0.09 | 8.63 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1321 | 1335 | 98.95 | | 1-Month | 1254 | 1379 | 90.94 | | 3-Month | 1354 | 1368 | 98.98 | | 6-Month | 1332 | 1346 | 98.96 | | 1-Year | 1093 | 1318 | 82.93 | | 3-Year | 755 | 1124 | 67.17 | | 5-Year | 699 | 934 | 74.84 |
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