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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.33% | | 5-Year Average Return: | 4.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.58% | |
Worst 1-Yr Total Return (2008): | -28.42% | |
Best 3-Yr Total Return (2005-7): | 10.94% | |
Worst 3-Yr Total Return (2006-8): | -3.25% |
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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 | MPBAX | Category | Diff | Index* | Diff | | Year To Date | 22.33 | 22.21 | 0.12 | N/A | N/A | | 1-Month | 4.16 | 3.58 | 0.58 | N/A | N/A | | 3-Month | 7.12 | 5.74 | 1.38 | N/A | N/A | | 1-Year | 24.89 | 26.14 | -1.25 | N/A | N/A | | 3-Year | 0.10 | -2.18 | 2.28 | N/A | N/A | | 5-Year | 4.24 | 2.20 | 2.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.47 | 33.99 | -2.52 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.50 | -9.13 | 1.63 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.42 | -28.00 | -0.42 | | 2007 | | | 13.58 | 5.99 | 7.59 | | 2006 | | | 11.41 | 11.29 | 0.12 | | 2005 | | | 7.90 | 5.13 | 2.77 | | 2004 | | | 8.55 | 8.86 | -0.31 | | 2003 | | | 20.40 | 20.35 | 0.05 | | 2002 | | | -13.29 | -12.02 | -1.27 | | 2001 | | | -5.37 | -5.05 | -0.32 | | 2000 | | | -0.72 | 1.82 | -2.54 | | 1999 | | | 16.29 | 10.71 | 5.58 |
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| PAST QUARTERLY RETURNS (%) FOR
MPBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.33 | 10.24 | 12.23 | N/A | | 2008 | -6.54 | -2.06 | -10.53 | -12.60 | | 2007 | 1.51 | 5.05 | 5.11 | 1.33 | | 2006 | 2.48 | -1.42 | 4.25 | 5.78 | | 2005 | -1.83 | 2.72 | 4.14 | 2.75 | | 2004 | 1.94 | 0.04 | -0.50 | 6.97 | | 2003 | -1.74 | 11.33 | 2.00 | 7.90 | | 2002 | -0.64 | -8.04 | -11.47 | 7.20 | | 2001 | -5.42 | 2.31 | -7.26 | 5.45 | | 2000 | 4.11 | -2.22 | 1.20 | -3.62 | | 1999 | N/A | N/A | N/A | 11.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 674 | 1184 | 56.93 | | 1-Month | 1035 | 1233 | 83.94 | | 3-Month | 270 | 1229 | 21.97 | | 6-Month | 495 | 1208 | 40.98 | | 1-Year | 652 | 1183 | 55.11 | | 3-Year | 141 | 932 | 15.13 | | 5-Year | 72 | 784 | 9.18 |
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