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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.21% | | 5-Year Average Return: | -0.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.28% | |
Worst 1-Yr Total Return (2008): | -42.13% | |
Best 3-Yr Total Return (2004-6): | 12.61% | |
Worst 3-Yr Total Return (2006-8): | -14.03% |
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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 | MKPYX | Category | Diff | Index* | Diff | | Year To Date | 26.21 | 25.56 | 0.65 | 17.05 | 9.16 | | 1-Month | -4.94 | -4.12 | -0.82 | -1.86 | -3.08 | | 3-Month | 5.48 | 5.04 | 0.44 | 5.48 | 0 | | 1-Year | 17.03 | 18.21 | -1.18 | 9.80 | 7.23 | | 3-Year | -8.69 | -6.38 | -2.31 | -7.02 | -1.67 | | 5-Year | -0.33 | 1.42 | -1.75 | 0.33 | -0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.08 | 53.89 | 0.19 | 45.76 | 8.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -16.12 | -3.28 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MKPYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.13 | -39.18 | -2.95 | | 2007 | | | 0.78 | 4.85 | -4.07 | | 2006 | | | 8.96 | 14.03 | -5.07 | | 2005 | | | 11.74 | 9.25 | 2.49 | | 2004 | | | 17.28 | 16.30 | 0.98 | | 2003 | | | 37.51 | 36.28 | 1.23 | | 2002 | | | -13.33 | -16.55 | 3.22 | | 2001 | | | -10.38 | -3.12 | -7.26 | | 2000 | | | 5.51 | 6.36 | -0.85 | | 1999 | | | 57.50 | 20.92 | 36.58 |
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| PAST QUARTERLY RETURNS (%) FOR
MKPYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.67 | 18.21 | 20.35 | N/A | | 2008 | -10.47 | 5.58 | -16.36 | -26.80 | | 2007 | 5.13 | 6.79 | -4.45 | -6.05 | | 2006 | 6.35 | -2.79 | -2.59 | 8.20 | | 2005 | 1.58 | 2.56 | 4.69 | 2.46 | | 2004 | 5.18 | 0.53 | -1.14 | 12.20 | | 2003 | -0.89 | 16.28 | 7.17 | 11.34 | | 2002 | 5.61 | -6.35 | -15.57 | 3.79 | | 2001 | -14.27 | 8.84 | -15.72 | 13.96 | | 2000 | 27.14 | -5.21 | 8.92 | -19.62 | | 1999 | N/A | N/A | N/A | 38.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 124 | 461 | 26.90 | | 1-Month | 266 | 484 | 54.96 | | 3-Month | 168 | 482 | 34.85 | | 6-Month | 167 | 466 | 35.84 | | 1-Year | 112 | 459 | 24.40 | | 3-Year | 226 | 378 | 59.79 | | 5-Year | 199 | 298 | 66.78 |
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1.00% Nasdaq 0.00%
Performance
