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| Morningstar Return Rating: | Above average | | Year to Date Return: | 46.79% | | 5-Year Average Return: | 6.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.87% | |
Worst 1-Yr Total Return (2008): | -47.22% | |
Best 3-Yr Total Return (2005-7): | 17.01% | |
Worst 3-Yr Total Return (2006-8): | -10.61% |
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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 | MPEGX | Category | Diff | Index* | Diff | | Year To Date | 46.79 | 25.80 | 20.99 | 17.05 | 29.74 | | 1-Month | -4.23 | -4.37 | 0.14 | -1.86 | -2.37 | | 3-Month | 6.96 | 4.09 | 2.87 | 5.48 | 1.48 | | 1-Year | 31.67 | 16.23 | 15.44 | 9.80 | 21.87 | | 3-Year | -0.18 | -5.36 | 5.18 | -7.02 | 6.84 | | 5-Year | 6.36 | 1.68 | 4.68 | 0.33 | 6.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.52 | 47.87 | 22.65 | 45.76 | 24.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.86 | -19.87 | 8.01 | -18.25 | 6.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.22 | -43.77 | -3.45 | | 2007 | | | 22.87 | 15.09 | 7.78 | | 2006 | | | 10.14 | 9.00 | 1.14 | | 2005 | | | 18.38 | 9.84 | 8.54 | | 2004 | | | 22.02 | 13.23 | 8.79 | | 2003 | | | 42.47 | 35.96 | 6.51 | | 2002 | | | -30.77 | -27.24 | -3.53 | | 2001 | | | -29.61 | -19.98 | -9.63 | | 2000 | | | -7.34 | -4.78 | -2.56 | | 1999 | | | 68.18 | 60.49 | 7.69 |
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| PAST QUARTERLY RETURNS (%) FOR
MPEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.25 | 26.71 | 22.49 | N/A | | 2008 | -12.21 | 3.52 | -20.80 | -26.68 | | 2007 | 3.01 | 9.26 | 9.78 | -0.55 | | 2006 | 9.09 | -4.94 | -2.25 | 8.65 | | 2005 | -2.33 | 5.70 | 8.58 | 5.61 | | 2004 | 5.52 | 2.81 | -0.80 | 13.39 | | 2003 | 1.32 | 17.48 | 7.23 | 11.61 | | 2002 | -4.30 | -15.15 | -17.78 | 3.69 | | 2001 | -24.69 | 9.53 | -27.63 | 17.91 | | 2000 | 13.34 | -6.80 | 6.45 | -17.60 | | 1999 | N/A | N/A | N/A | 39.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 848 | 1.89 | | 1-Month | 567 | 901 | 62.93 | | 3-Month | 89 | 898 | 9.91 | | 6-Month | 26 | 868 | 3.00 | | 1-Year | 34 | 847 | 4.01 | | 3-Year | 39 | 749 | 5.21 | | 5-Year | 13 | 636 | 2.04 |
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0.22% Nasdaq 
Performance
