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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.70% | | 5-Year Average Return: | 8.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.38% | |
Worst 1-Yr Total Return (2008): | -47.02% | |
Best 3-Yr Total Return (2005-7): | 31.53% | |
Worst 3-Yr Total Return (2006-8): | -4.77% |
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| 1-Year: | -20.96% | | 3-Year: | -1.66% | | 5-Year: | 8.13% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPFBX | Category | Diff | Index* | Diff | | Year To Date | 18.70 | 34.80 | -16.1 | 17.05 | 1.65 | | 1-Month | 0.33 | -1.43 | 1.76 | -1.86 | 2.19 | | 3-Month | 9.89 | 8.55 | 1.34 | 5.48 | 4.41 | | 1-Year | 7.54 | 19.10 | -11.56 | 9.80 | -2.26 | | 3-Year | -1.93 | -0.71 | -1.22 | -7.02 | 5.09 | | 5-Year | 8.48 | 10.24 | -1.76 | 0.33 | 8.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.28 | 53.32 | -16.04 | 45.76 | -8.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.59 | -32.06 | -4.53 | -18.25 | -18.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.02 | -51.12 | 4.10 | | 2007 | | | 43.38 | 42.09 | 1.29 | | 2006 | | | 13.70 | 12.05 | 1.65 | | 2005 | | | 39.58 | 46.33 | -6.75 | | 2004 | | | 23.51 | 33.42 | -9.91 | | 2003 | | | 48.44 | 32.28 | 16.16 | | 2002 | | | -31.51 | -11.49 | -20.02 | | 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
MPFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 14.60 | 16.29 | N/A | | 2008 | -9.61 | 17.73 | -29.21 | -29.67 | | 2007 | 5.61 | 15.03 | 5.45 | 11.92 | | 2006 | 11.33 | 1.89 | -8.13 | 9.11 | | 2005 | 14.49 | 6.78 | 20.06 | -4.90 | | 2004 | 4.33 | 4.48 | 7.83 | 5.07 | | 2003 | 1.22 | 14.24 | 10.66 | 16.01 | | 2002 | 6.30 | -17.90 | -28.20 | 9.30 | | 2001 | N/A | 0.20 | -27.58 | 19.12 | | 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 | 68 | 79 | 86.08 | | 1-Month | 18 | 79 | 22.78 | | 3-Month | 33 | 79 | 41.77 | | 6-Month | 63 | 79 | 79.75 | | 1-Year | 58 | 72 | 80.56 | | 3-Year | 42 | 65 | 64.62 | | 5-Year | 31 | 45 | 68.89 |
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