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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.10% | | 5-Year Average Return: | -1.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.13% | |
Worst 1-Yr Total Return (2008): | -42.67% | |
Best 3-Yr Total Return (2004-6): | 11.49% | |
Worst 3-Yr Total Return (2006-8): | -14.81% |
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| 1-Year: | -8.68% | | 3-Year: | -7.48% | | 5-Year: | -0.21% | | 10-Year: | 4.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MKPBX | Category | Diff | Index* | Diff | | Year To Date | 25.10 | 25.56 | -0.46 | 17.05 | 8.05 | | 1-Month | -4.97 | -4.12 | -0.85 | -1.86 | -3.11 | | 3-Month | 5.16 | 5.04 | 0.12 | 5.48 | -0.32 | | 1-Year | 15.76 | 18.21 | -2.45 | 9.80 | 5.96 | | 3-Year | -9.53 | -6.38 | -3.15 | -7.02 | -2.51 | | 5-Year | -1.29 | 1.42 | -2.71 | 0.33 | -1.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.93 | 53.89 | -0.96 | 45.76 | 7.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.19 | -16.12 | -4.07 | -18.25 | -1.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MKPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.67 | -39.18 | -3.49 | | 2007 | | | -0.03 | 4.85 | -4.88 | | 2006 | | | 7.88 | 14.03 | -6.15 | | 2005 | | | 10.61 | 9.25 | 1.36 | | 2004 | | | 16.13 | 16.30 | -0.17 | | 2003 | | | 36.15 | 36.28 | -0.13 | | 2002 | | | -14.17 | -16.55 | 2.38 | | 2001 | | | -11.30 | -3.12 | -8.18 | | 2000 | | | 4.44 | 6.36 | -1.92 | | 1999 | | | 55.99 | 20.92 | 35.07 |
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| PAST QUARTERLY RETURNS (%) FOR
MKPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.82 | 17.72 | 20.02 | N/A | | 2008 | -10.63 | 5.24 | -16.53 | -26.99 | | 2007 | 5.15 | 6.48 | -4.66 | -6.35 | | 2006 | 6.08 | -3.01 | -2.88 | 7.97 | | 2005 | 1.29 | 2.39 | 4.41 | 2.15 | | 2004 | 4.91 | 0.19 | -1.33 | 11.98 | | 2003 | -1.09 | 15.86 | 7.02 | 11.01 | | 2002 | 5.39 | -6.67 | -15.71 | 3.53 | | 2001 | -14.43 | 8.50 | -15.88 | 13.59 | | 2000 | 26.84 | -5.47 | 8.63 | -19.82 | | 1999 | N/A | N/A | N/A | 38.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 147 | 461 | 31.89 | | 1-Month | 290 | 484 | 59.92 | | 3-Month | 178 | 482 | 36.93 | | 6-Month | 186 | 466 | 39.91 | | 1-Year | 152 | 459 | 33.12 | | 3-Year | 257 | 378 | 67.99 | | 5-Year | 219 | 298 | 73.49 |
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0.01% Nasdaq 0.00%
Performance
