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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.58% | | 5-Year Average Return: | 4.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.92% | |
Worst 1-Yr Total Return (2008): | -1.86% | |
Best 3-Yr Total Return (2005-7): | 4.40% | |
Worst 3-Yr Total Return (2006-8): | 2.93% |
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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 | MIPSX | Category | Diff | Index* | Diff | | Year To Date | 9.58 | 10.39 | -0.81 | 6.24 | 3.34 | | 1-Month | 1.38 | 1.31 | 0.07 | 0.49 | 0.89 | | 3-Month | 4.26 | 4.45 | -0.19 | 2.60 | 1.66 | | 1-Year | 16.82 | 16.20 | 0.62 | 13.79 | 3.03 | | 3-Year | 5.67 | 4.77 | 0.9 | 6.35 | -0.68 | | 5-Year | 4.45 | 4.21 | 0.24 | 5.05 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.61 | 10.71 | -1.1 | 7.06 | 2.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.62 | -1.75 | 1.13 | 7.94 | -8.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.86 | -4.08 | 2.22 | | 2007 | | | 10.92 | 9.86 | 1.06 | | 2006 | | | 0.18 | 0.09 | 0.09 | | 2005 | | | 2.40 | 2.09 | 0.31 | | 2004 | | | 8.32 | 7.48 | 0.84 | | 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
MIPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.47 | 0.51 | 2.94 | N/A | | 2008 | 5.13 | -0.55 | -3.61 | -2.61 | | 2007 | 2.13 | -0.90 | 4.52 | 4.84 | | 2006 | -2.16 | 0.40 | 3.19 | -1.18 | | 2005 | -0.38 | 3.05 | -0.28 | 0.02 | | 2004 | 4.90 | -3.05 | 3.93 | 2.48 | | 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 | 85 | 158 | 53.80 | | 1-Month | 85 | 162 | 52.47 | | 3-Month | 99 | 158 | 62.66 | | 6-Month | 67 | 158 | 42.41 | | 1-Year | 43 | 156 | 27.56 | | 3-Year | 50 | 138 | 36.23 | | 5-Year | 26 | 82 | 31.71 |
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0.67% Nasdaq 
0.03 (0.29%) 
Performance
