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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.06% | | 5-Year Average Return: | 4.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.59% | |
Worst 1-Yr Total Return (2008): | -2.08% | |
Best 3-Yr Total Return (2005-7): | 4.12% | |
Worst 3-Yr Total Return (2006-8): | 2.69% |
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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 | MIPLX | Category | Diff | Index* | Diff | | Year To Date | 12.06 | 13.16 | -1.1 | 7.61 | 4.45 | | 1-Month | 2.44 | 2.46 | -0.02 | 1.29 | 1.15 | | 3-Month | 5.85 | 5.93 | -0.08 | 2.86 | 2.99 | | 1-Year | 18.59 | 19.71 | -1.12 | 11.63 | 6.96 | | 3-Year | 5.87 | 5.21 | 0.66 | 6.40 | -0.53 | | 5-Year | 4.73 | 4.84 | -0.11 | 5.49 | -0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.42 | 10.77 | -1.35 | 7.06 | 2.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.95 | -1.77 | 0.82 | 7.94 | -8.89 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.08 | -4.08 | 2.00 | | 2007 | | | 10.59 | 9.86 | 0.73 | | 2006 | | | 0.00 | 0.09 | -0.09 | | 2005 | | | 2.06 | 2.09 | -0.03 | | 2004 | | | 8.04 | 7.48 | 0.56 | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.38 | 0.41 | 2.95 | N/A | | 2008 | 5.05 | -0.55 | -3.62 | -2.74 | | 2007 | 2.04 | -0.90 | 4.43 | 4.72 | | 2006 | -2.16 | 0.30 | 3.21 | -1.26 | | 2005 | -0.38 | 2.87 | -0.28 | -0.13 | | 2004 | 4.80 | -3.05 | 3.84 | 2.41 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 96 | 158 | 60.76 | | 1-Month | 133 | 163 | 81.60 | | 3-Month | 129 | 160 | 80.63 | | 6-Month | 108 | 159 | 67.92 | | 1-Year | 75 | 157 | 47.77 | | 3-Year | 60 | 138 | 43.48 | | 5-Year | 46 | 86 | 53.49 |
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