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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.25% | | 5-Year Average Return: | -0.56% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.87% | |
Worst 1-Yr Total Return (2008): | -38.60% | |
Best 3-Yr Total Return (2005-7): | 8.20% | |
Worst 3-Yr Total Return (2006-8): | -9.53% |
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| 1-Year: | -14.35% | | 3-Year: | -9.08% | | 5-Year: | -1.27% | | 10-Year: | -2.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPEAX | Category | Diff | Index* | Diff | | Year To Date | 21.25 | 25.10 | -3.85 | 24.07 | -2.82 | | 1-Month | 5.54 | 5.28 | 0.26 | 6.00 | -0.46 | | 3-Month | 7.08 | 7.01 | 0.07 | 7.91 | -0.83 | | 1-Year | 23.29 | 28.01 | -4.72 | 25.39 | -2.1 | | 3-Year | -7.69 | -5.87 | -1.82 | -5.79 | -1.9 | | 5-Year | -0.56 | 0.64 | -1.2 | 0.71 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.91 | 46.08 | -2.17 | 45.76 | -1.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.74 | -17.41 | -2.33 | -18.25 | -1.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.60 | -37.79 | -0.81 | | 2007 | | | 4.10 | 6.16 | -2.06 | | 2006 | | | 15.87 | 14.17 | 1.70 | | 2005 | | | 5.00 | 5.88 | -0.88 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.58 | 14.96 | 15.27 | N/A | | 2008 | -10.80 | -3.92 | -7.63 | -22.44 | | 2007 | 0.24 | 5.32 | 1.26 | -2.62 | | 2006 | 4.59 | -1.64 | 5.78 | 6.47 | | 2005 | -1.41 | 0.76 | 3.77 | 1.85 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1495 | 2021 | 73.97 | | 1-Month | 1014 | 2113 | 47.99 | | 3-Month | 690 | 2091 | 33.00 | | 6-Month | 639 | 2064 | 30.96 | | 1-Year | 1339 | 2011 | 66.58 | | 3-Year | 1219 | 1707 | 71.41 | | 5-Year | 920 | 1360 | 67.65 |
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0.51% Nasdaq 
Performance
