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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.67% | | 5-Year Average Return: | 9.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 44.91% | |
Worst 1-Yr Total Return (2008): | -46.49% | |
Best 3-Yr Total Return (2005-7): | 32.86% | |
Worst 3-Yr Total Return (2006-8): | -3.80% |
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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 | MPFYX | Category | Diff | Index* | Diff | | Year To Date | 19.67 | 34.80 | -15.13 | 17.05 | 2.62 | | 1-Month | 0.43 | -1.43 | 1.86 | -1.86 | 2.29 | | 3-Month | 10.15 | 8.55 | 1.6 | 5.48 | 4.67 | | 1-Year | 8.63 | 19.10 | -10.47 | 9.80 | -1.17 | | 3-Year | -0.95 | -0.71 | -0.24 | -7.02 | 6.07 | | 5-Year | 9.57 | 10.24 | -0.67 | 0.33 | 9.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.10 | 53.32 | -15.22 | 45.76 | -7.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.96 | -32.06 | -3.9 | -18.25 | -17.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPFYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.49 | -51.12 | 4.63 | | 2007 | | | 44.91 | 42.09 | 2.82 | | 2006 | | | 14.79 | 12.05 | 2.74 | | 2005 | | | 40.98 | 46.33 | -5.35 | | 2004 | | | 24.77 | 33.42 | -8.65 | | 2003 | | | 49.66 | 32.28 | 17.38 | | 2002 | | | -30.74 | -11.49 | -19.25 | | 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
MPFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.03 | 14.93 | 16.54 | N/A | | 2008 | -9.36 | 17.99 | -29.05 | -29.48 | | 2007 | 5.91 | 15.30 | 5.76 | 12.20 | | 2006 | 11.63 | 2.14 | -7.93 | 9.35 | | 2005 | 14.75 | 7.06 | 20.31 | -4.62 | | 2004 | 4.66 | 4.78 | 8.08 | 5.27 | | 2003 | 1.36 | 14.60 | 10.83 | 16.25 | | 2002 | 6.48 | -17.59 | -28.05 | 9.70 | | 2001 | N/A | 0.51 | -27.46 | 19.58 | | 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 | 63 | 79 | 79.75 | | 1-Month | 15 | 79 | 18.99 | | 3-Month | 30 | 79 | 37.97 | | 6-Month | 56 | 79 | 70.89 | | 1-Year | 55 | 72 | 76.39 | | 3-Year | 32 | 65 | 49.23 | | 5-Year | 20 | 45 | 44.44 |
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