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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.38% | | 5-Year Average Return: | 9.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 44.50% | |
Worst 1-Yr Total Return (2008): | -46.62% | |
Best 3-Yr Total Return (2005-7): | 32.54% | |
Worst 3-Yr Total Return (2006-8): | -4.04% |
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| 1-Year: | -20.77% | | 3-Year: | -1.77% | | 5-Year: | 8.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPFAX | Category | Diff | Index* | Diff | | Year To Date | 19.38 | 34.80 | -15.42 | 17.05 | 2.33 | | 1-Month | 0.37 | -1.43 | 1.8 | -1.86 | 2.23 | | 3-Month | 10.02 | 8.55 | 1.47 | 5.48 | 4.54 | | 1-Year | 8.32 | 19.10 | -10.78 | 9.80 | -1.48 | | 3-Year | -1.21 | -0.71 | -0.5 | -7.02 | 5.81 | | 5-Year | 9.29 | 10.24 | -0.95 | 0.33 | 8.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.91 | 53.32 | -15.41 | 45.76 | -7.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.11 | -32.06 | -4.05 | -18.25 | -17.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.62 | -51.12 | 4.50 | | 2007 | | | 44.50 | 42.09 | 2.41 | | 2006 | | | 14.58 | 12.05 | 2.53 | | 2005 | | | 40.63 | 46.33 | -5.70 | | 2004 | | | 24.49 | 33.42 | -8.93 | | 2003 | | | 49.40 | 32.28 | 17.12 | | 2002 | | | -30.93 | -11.49 | -19.44 | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 14.81 | 16.52 | N/A | | 2008 | -9.44 | 17.92 | -29.09 | -29.51 | | 2007 | 5.82 | 15.20 | 5.66 | 12.18 | | 2006 | 11.57 | 2.11 | -8.03 | 9.36 | | 2005 | 14.71 | 6.97 | 20.30 | -4.73 | | 2004 | 4.58 | 4.70 | 8.05 | 5.22 | | 2003 | 1.37 | 14.50 | 10.75 | 16.22 | | 2002 | 6.49 | -17.74 | -28.17 | 9.76 | | 2001 | N/A | 0.41 | -27.50 | 19.46 | | 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 | 65 | 79 | 82.28 | | 1-Month | 17 | 79 | 21.52 | | 3-Month | 31 | 79 | 39.24 | | 6-Month | 58 | 79 | 73.42 | | 1-Year | 56 | 72 | 77.78 | | 3-Year | 35 | 65 | 53.85 | | 5-Year | 24 | 45 | 53.33 |
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