|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.98% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.53% | |
Worst 1-Yr Total Return (2008): | -10.95% | |
Best 3-Yr Total Return (2005-7): | 4.16% | |
Worst 3-Yr Total Return (2006-8): | -0.50% |
|
| 1-Year: | 5.14% | | 3-Year: | 2.06% | | 5-Year: | 3.18% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPABX | Category | Diff | Index* | Diff | | Year To Date | 17.98 | 19.41 | -1.43 | N/A | N/A | | 1-Month | 2.08 | 2.38 | -0.3 | N/A | N/A | | 3-Month | 4.24 | 4.88 | -0.64 | N/A | N/A | | 1-Year | 23.32 | 23.37 | -0.05 | N/A | N/A | | 3-Year | 3.44 | 0.45 | 2.99 | N/A | N/A | | 5-Year | 3.71 | 2.90 | 0.81 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.67 | 25.19 | -4.52 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.37 | -3.19 | 5.56 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.95 | -18.61 | 7.66 | | 2007 | | | 5.53 | 4.53 | 1.00 | | 2006 | | | 4.82 | 8.16 | -3.34 | | 2005 | | | 2.15 | 2.97 | -0.82 | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MPABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.34 | 8.18 | 7.10 | N/A | | 2008 | 0.29 | -1.83 | -5.17 | -4.61 | | 2007 | 1.36 | 0.51 | 2.69 | 0.88 | | 2006 | 0.68 | -0.41 | 2.95 | 1.53 | | 2005 | -0.68 | 1.12 | 0.68 | 1.03 | | 2004 | N/A | -1.28 | 0.90 | 2.35 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 434 | 639 | 67.92 | | 1-Month | 497 | 655 | 75.88 | | 3-Month | 502 | 653 | 76.88 | | 6-Month | 556 | 647 | 85.94 | | 1-Year | 334 | 635 | 52.60 | | 3-Year | 29 | 514 | 5.64 | | 5-Year | 82 | 349 | 23.50 |
|
|
|
|
|
1.15% Nasdaq 
Performance
