|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.42% | | 5-Year Average Return: | -0.31% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.12% | |
Worst 1-Yr Total Return (2008): | -38.40% | |
Best 3-Yr Total Return (2005-7): | 8.46% | |
Worst 3-Yr Total Return (2006-8): | -9.28% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPELX | Category | Diff | Index* | Diff | | Year To Date | 21.42 | 25.10 | -3.68 | 24.07 | -2.65 | | 1-Month | 5.62 | 5.28 | 0.34 | 6.00 | -0.38 | | 3-Month | 7.16 | 7.01 | 0.15 | 7.91 | -0.75 | | 1-Year | 23.57 | 28.01 | -4.44 | 25.39 | -1.82 | | 3-Year | -7.46 | -5.87 | -1.59 | -5.79 | -1.67 | | 5-Year | -0.31 | 0.64 | -0.95 | 0.71 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.08 | 46.08 | -2 | 45.76 | -1.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.60 | -17.41 | -2.19 | -18.25 | -1.35 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPELX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.40 | -37.79 | -0.61 | | 2007 | | | 4.39 | 6.16 | -1.77 | | 2006 | | | 16.12 | 14.17 | 1.95 | | 2005 | | | 5.25 | 5.88 | -0.63 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
MPELX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.66 | 15.06 | 15.34 | N/A | | 2008 | -10.68 | -3.90 | -7.59 | -22.34 | | 2007 | 0.31 | 5.38 | 1.33 | -2.54 | | 2006 | 4.68 | -1.55 | 5.85 | 6.45 | | 2005 | -1.41 | 0.95 | 3.67 | 2.00 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1475 | 2021 | 72.98 | | 1-Month | 1014 | 2113 | 47.99 | | 3-Month | 710 | 2091 | 33.96 | | 6-Month | 577 | 2064 | 27.96 | | 1-Year | 1314 | 2011 | 65.34 | | 3-Year | 1185 | 1707 | 69.42 | | 5-Year | 857 | 1360 | 63.01 |
|
|
|
|
|
0.20% Nasdaq 
0.08 (0.83%) 
Performance
