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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.02% | | 5-Year Average Return: | -2.73% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.10% | |
Worst 1-Yr Total Return (2008): | -40.64% | |
Best 3-Yr Total Return (2004-6): | 7.70% | |
Worst 3-Yr Total Return (2006-8): | -12.89% |
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| 1-Year: | -13.97% | | 3-Year: | -10.11% | | 5-Year: | -3.36% | | 10-Year: | -2.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMPAX | Category | Diff | Index* | Diff | | Year To Date | 20.02 | 18.65 | 1.37 | 17.05 | 2.97 | | 1-Month | -1.03 | -2.18 | 1.15 | -1.86 | 0.83 | | 3-Month | 7.43 | 5.08 | 2.35 | 5.48 | 1.95 | | 1-Year | 8.61 | 11.86 | -3.25 | 9.80 | -1.19 | | 3-Year | -9.80 | -6.78 | -3.02 | -7.02 | -2.78 | | 5-Year | -2.73 | 0.49 | -3.22 | 0.33 | -3.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.60 | 45.26 | 8.34 | 45.76 | 7.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.30 | -15.99 | -4.31 | -18.25 | -2.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.64 | -37.79 | -2.85 | | 2007 | | | -0.68 | 6.16 | -6.84 | | 2006 | | | 12.10 | 14.17 | -2.07 | | 2005 | | | 3.52 | 5.88 | -2.36 | | 2004 | | | 7.65 | 10.02 | -2.37 | | 2003 | | | 18.77 | 27.05 | -8.28 | | 2002 | | | -18.15 | -22.25 | 4.10 | | 2001 | | | -7.88 | -13.50 | 5.62 | | 2000 | | | -0.43 | -6.31 | 5.88 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MMPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.74 | 18.90 | 16.89 | N/A | | 2008 | -8.41 | -4.60 | -9.26 | -25.13 | | 2007 | -0.91 | 5.88 | -1.99 | -3.42 | | 2006 | 1.73 | -0.61 | 3.43 | 7.19 | | 2005 | -2.57 | 1.00 | 1.68 | 3.47 | | 2004 | 2.30 | 1.42 | -3.25 | 7.24 | | 2003 | -4.09 | 10.65 | 1.80 | 9.93 | | 2002 | 1.71 | -10.53 | -15.21 | 6.08 | | 2001 | -7.33 | 2.88 | -11.50 | 9.18 | | 2000 | 4.73 | -2.16 | -0.96 | -1.88 | | 1999 | N/A | N/A | N/A | 4.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 744 | 2013 | 36.96 | | 1-Month | 928 | 2110 | 43.98 | | 3-Month | 376 | 2090 | 17.99 | | 6-Month | 655 | 2049 | 31.97 | | 1-Year | 1096 | 1999 | 54.83 | | 3-Year | 1238 | 1694 | 73.08 | | 5-Year | 1026 | 1352 | 75.89 |
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