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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.27% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.12% | |
Worst 1-Yr Total Return (2008): | -42.71% | |
Best 3-Yr Total Return (2004-6): | 11.48% | |
Worst 3-Yr Total Return (2006-8): | -14.87% |
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| 1-Year: | -4.84% | | 3-Year: | -6.67% | | 5-Year: | 0.12% | | 10-Year: | 4.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MKPCX | Category | Diff | Index* | Diff | | Year To Date | 25.27 | 25.56 | -0.29 | 17.05 | 8.22 | | 1-Month | -4.88 | -4.12 | -0.76 | -1.86 | -3.02 | | 3-Month | 5.28 | 5.04 | 0.24 | 5.48 | -0.2 | | 1-Year | 15.91 | 18.21 | -2.3 | 9.80 | 6.11 | | 3-Year | -9.55 | -6.38 | -3.17 | -7.02 | -2.53 | | 5-Year | -1.31 | 1.42 | -2.73 | 0.33 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.02 | 53.89 | -0.87 | 45.76 | 7.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.21 | -16.12 | -4.09 | -18.25 | -1.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MKPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.71 | -39.18 | -3.53 | | 2007 | | | -0.19 | 4.85 | -5.04 | | 2006 | | | 7.88 | 14.03 | -6.15 | | 2005 | | | 10.60 | 9.25 | 1.35 | | 2004 | | | 16.12 | 16.30 | -0.18 | | 2003 | | | 36.10 | 36.28 | -0.18 | | 2002 | | | -14.15 | -16.55 | 2.40 | | 2001 | | | -11.19 | -3.12 | -8.07 | | 2000 | | | 4.51 | 6.36 | -1.85 | | 1999 | | | 56.26 | 20.92 | 35.34 |
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| PAST QUARTERLY RETURNS (%) FOR
MKPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.83 | 17.74 | 20.05 | N/A | | 2008 | -10.71 | 5.34 | -16.54 | -27.01 | | 2007 | 4.93 | 6.49 | -4.67 | -6.30 | | 2006 | 6.08 | -3.01 | -2.88 | 7.96 | | 2005 | 1.29 | 2.30 | 4.41 | 2.23 | | 2004 | 4.90 | 0.19 | -1.33 | 11.97 | | 2003 | -1.09 | 15.84 | 6.90 | 11.12 | | 2002 | 5.38 | -6.66 | -15.70 | 3.53 | | 2001 | -14.43 | 8.50 | -15.77 | 13.57 | | 2000 | 26.80 | -5.33 | 8.58 | -19.82 | | 1999 | N/A | N/A | N/A | 38.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 461 | 30.80 | | 1-Month | 295 | 484 | 60.95 | | 3-Month | 187 | 482 | 38.80 | | 6-Month | 181 | 466 | 38.84 | | 1-Year | 148 | 459 | 32.24 | | 3-Year | 259 | 378 | 68.52 | | 5-Year | 221 | 298 | 74.16 |
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0.18% Nasdaq 
0.42%
Performance
