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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.64% | | 5-Year Average Return: | 3.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.28% | |
Worst 1-Yr Total Return (2008): | -23.01% | |
Best 3-Yr Total Return (2005-7): | 8.77% | |
Worst 3-Yr Total Return (2006-8): | -2.46% |
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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 | MPBLX | Category | Diff | Index* | Diff | | Year To Date | 19.64 | 22.21 | -2.57 | N/A | N/A | | 1-Month | 3.22 | 3.58 | -0.36 | N/A | N/A | | 3-Month | 5.45 | 5.74 | -0.29 | N/A | N/A | | 1-Year | 23.14 | 26.14 | -3 | N/A | N/A | | 3-Year | 0.32 | -2.18 | 2.5 | N/A | N/A | | 5-Year | 3.98 | 2.20 | 1.78 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.11 | 33.99 | -3.88 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.08 | -9.13 | 3.05 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.01 | -28.00 | 4.99 | | 2007 | | | 9.29 | 5.99 | 3.30 | | 2006 | | | 10.28 | 11.29 | -1.01 | | 2005 | | | 6.78 | 5.13 | 1.65 | | 2004 | | | 9.27 | 8.86 | 0.41 | | 2003 | | | 18.78 | 20.35 | -1.57 | | 2002 | | | -8.71 | -12.02 | 3.31 | | 2001 | | | -2.38 | -5.05 | 2.67 | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.58 | 10.83 | 12.14 | N/A | | 2008 | -5.05 | -1.29 | -7.48 | -11.22 | | 2007 | 2.04 | 4.10 | 2.84 | 0.04 | | 2006 | 3.78 | -1.58 | 3.47 | 4.35 | | 2005 | -1.06 | 2.18 | 3.78 | 1.76 | | 2004 | 2.75 | -0.77 | -0.17 | 7.36 | | 2003 | -1.49 | 8.81 | 2.45 | 8.17 | | 2002 | -0.16 | -4.65 | -7.71 | 3.90 | | 2001 | -4.83 | 3.18 | -6.23 | 6.03 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 816 | 1184 | 68.92 | | 1-Month | 875 | 1233 | 70.97 | | 3-Month | 835 | 1229 | 67.94 | | 6-Month | 845 | 1208 | 69.95 | | 1-Year | 690 | 1183 | 58.33 | | 3-Year | 85 | 932 | 9.12 | | 5-Year | 73 | 784 | 9.31 |
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