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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.06% | | 5-Year Average Return: | -1.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.71% | |
Worst 1-Yr Total Return (2008): | -38.16% | |
Best 3-Yr Total Return (2004-6): | 9.56% | |
Worst 3-Yr Total Return (2006-8): | -9.84% |
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| 1-Year: | -16.26% | | 3-Year: | -9.31% | | 5-Year: | -1.33% | | 10-Year: | -1.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOPBX | Category | Diff | Index* | Diff | | Year To Date | 10.06 | 18.65 | -8.59 | 17.05 | -6.99 | | 1-Month | -2.71 | -2.18 | -0.53 | -1.86 | -0.85 | | 3-Month | 4.06 | 5.08 | -1.02 | 5.48 | -1.42 | | 1-Year | 4.30 | 11.86 | -7.56 | 9.80 | -5.5 | | 3-Year | -10.25 | -6.78 | -3.47 | -7.02 | -3.23 | | 5-Year | -1.70 | 0.49 | -2.19 | 0.33 | -2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.02 | 45.26 | -7.24 | 45.76 | -7.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.51 | -15.99 | -7.52 | -18.25 | -5.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.16 | -37.79 | -0.37 | | 2007 | | | 3.33 | 6.16 | -2.83 | | 2006 | | | 14.71 | 14.17 | 0.54 | | 2005 | | | 5.46 | 5.88 | -0.42 | | 2004 | | | 8.71 | 10.02 | -1.31 | | 2003 | | | 23.88 | 27.05 | -3.17 | | 2002 | | | -26.12 | -22.25 | -3.87 | | 2001 | | | -18.41 | -13.50 | -4.91 | | 2000 | | | -3.46 | -6.31 | 2.85 | | 1999 | | | 28.80 | 20.16 | 8.64 |
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| PAST QUARTERLY RETURNS (%) FOR
MOPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 10.90 | 14.68 | N/A | | 2008 | -10.70 | -0.76 | -10.45 | -22.08 | | 2007 | 0.72 | 5.92 | -0.27 | -2.89 | | 2006 | 4.61 | -2.24 | 5.77 | 6.05 | | 2005 | -1.79 | 1.74 | 4.27 | 1.23 | | 2004 | 0.74 | 1.10 | -2.00 | 8.91 | | 2003 | -3.21 | 11.98 | 2.01 | 12.05 | | 2002 | -2.54 | -11.66 | -15.27 | 1.28 | | 2001 | -15.36 | 4.50 | -15.73 | 9.47 | | 2000 | 5.60 | -2.62 | -0.64 | -5.51 | | 1999 | N/A | N/A | N/A | 21.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1851 | 2013 | 91.95 | | 1-Month | 1266 | 2110 | 60.00 | | 3-Month | 1483 | 2090 | 70.96 | | 6-Month | 1864 | 2049 | 90.97 | | 1-Year | 1450 | 1999 | 72.54 | | 3-Year | 1234 | 1694 | 72.85 | | 5-Year | 977 | 1352 | 72.26 |
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1.23% Nasdaq 
Performance
