|
| Morningstar Return Rating: | Low | | Year to Date Return: | -1.90% | | 5-Year Average Return: | -1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.20% | |
Worst 1-Yr Total Return (2008): | -32.11% | |
Best 3-Yr Total Return (2004-6): | 10.59% | |
Worst 3-Yr Total Return (2006-8): | -7.38% |
|
| 1-Year: | -17.67% | | 3-Year: | -11.10% | | 5-Year: | -2.36% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDPWX | Category | Diff | Index* | Diff | | Year To Date | -1.90 | 18.65 | -20.55 | 17.05 | -18.95 | | 1-Month | -0.59 | -2.18 | 1.59 | -1.86 | 1.27 | | 3-Month | -0.15 | 5.08 | -5.23 | 5.48 | -5.63 | | 1-Year | -3.31 | 11.86 | -15.17 | 9.80 | -13.11 | | 3-Year | -10.78 | -6.78 | -4 | -7.02 | -3.76 | | 5-Year | -1.66 | 0.49 | -2.15 | 0.33 | -1.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.50 | 45.26 | -43.76 | 45.76 | -44.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.14 | -15.99 | -4.15 | -18.25 | -1.89 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDPWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.11 | -37.79 | 5.68 | | 2007 | | | 4.30 | 6.16 | -1.86 | | 2006 | | | 12.20 | 14.17 | -1.97 | | 2005 | | | 9.80 | 5.88 | 3.92 | | 2004 | | | 9.79 | 10.02 | -0.23 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MDPWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.63 | 0.45 | 0.90 | N/A | | 2008 | -14.67 | -0.81 | -8.90 | -11.95 | | 2007 | 2.04 | 5.49 | 0.00 | -3.10 | | 2006 | 7.38 | -3.48 | 2.01 | 6.12 | | 2005 | 0.80 | 0.97 | 5.18 | 2.56 | | 2004 | 4.02 | -2.92 | -0.09 | 8.82 | | 2003 | N/A | 7.31 | 0.65 | 6.97 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1992 | 2013 | 98.96 | | 1-Month | 1983 | 2110 | 93.98 | | 3-Month | 2069 | 2090 | 99.00 | | 6-Month | 2028 | 2049 | 98.98 | | 1-Year | 1576 | 1999 | 78.84 | | 3-Year | 1294 | 1694 | 76.39 | | 5-Year | 1017 | 1352 | 75.22 |
|
|
|
|
|
0.22% Nasdaq 
Performance
