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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.10% | | 5-Year Average Return: | -0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.80% | |
Worst 1-Yr Total Return (2008): | -42.28% | |
Best 3-Yr Total Return (2004-6): | 12.22% | |
Worst 3-Yr Total Return (2006-8): | -14.15% |
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| 1-Year: | -8.69% | | 3-Year: | -7.72% | | 5-Year: | -0.28% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MKPAX | Category | Diff | Index* | Diff | | Year To Date | 32.10 | 30.74 | 1.36 | 24.07 | 8.03 | | 1-Month | 4.87 | 4.28 | 0.59 | 6.00 | -1.13 | | 3-Month | 4.66 | 5.45 | -0.79 | 7.91 | -3.25 | | 1-Year | 35.90 | 36.41 | -0.51 | 25.39 | 10.51 | | 3-Year | -8.26 | -6.04 | -2.22 | -5.79 | -2.47 | | 5-Year | -0.70 | 0.99 | -1.69 | 0.71 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.71 | 54.55 | -0.84 | 45.76 | 7.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.55 | -16.09 | -3.46 | -18.25 | -1.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MKPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.28 | -39.18 | -3.10 | | 2007 | | | 0.84 | 4.85 | -4.01 | | 2006 | | | 8.69 | 14.03 | -5.34 | | 2005 | | | 11.32 | 9.25 | 2.07 | | 2004 | | | 16.80 | 16.30 | 0.50 | | 2003 | | | 36.68 | 36.28 | 0.40 | | 2002 | | | -13.67 | -16.55 | 2.88 | | 2001 | | | -10.93 | -3.12 | -7.81 | | 2000 | | | 4.97 | 6.36 | -1.39 | | 1999 | | | 56.57 | 20.92 | 35.65 |
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| PAST QUARTERLY RETURNS (%) FOR
MKPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.78 | 18.11 | 20.33 | N/A | | 2008 | -10.53 | 5.48 | -16.36 | -26.87 | | 2007 | 5.07 | 6.71 | -4.46 | -5.87 | | 2006 | 6.31 | -2.86 | -2.66 | 8.13 | | 2005 | 1.40 | 2.53 | 4.61 | 2.36 | | 2004 | 5.12 | 0.37 | -1.28 | 12.14 | | 2003 | -1.06 | 16.00 | 7.13 | 11.16 | | 2002 | 5.58 | -6.47 | -15.69 | 3.69 | | 2001 | -14.40 | 8.65 | -15.81 | 13.76 | | 2000 | 26.98 | -5.32 | 8.74 | -19.70 | | 1999 | N/A | N/A | N/A | 38.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 121 | 450 | 26.89 | | 1-Month | 253 | 479 | 52.82 | | 3-Month | 261 | 476 | 54.83 | | 6-Month | 179 | 472 | 37.92 | | 1-Year | 112 | 450 | 24.89 | | 3-Year | 227 | 367 | 61.85 | | 5-Year | 200 | 293 | 68.26 |
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0.51% Nasdaq 
Performance
