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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.82% | | 5-Year Average Return: | 0.57% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.32% | |
Worst 1-Yr Total Return (2008): | -38.98% | |
Best 3-Yr Total Return (2005-7): | 8.48% | |
Worst 3-Yr Total Return (2006-8): | -9.52% |
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| 1-Year: | -9.04% | | 3-Year: | -5.48% | | 5-Year: | -0.05% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPGAX | Category | Diff | Index* | Diff | | Year To Date | 22.82 | 24.15 | -1.33 | 17.05 | 5.77 | | 1-Month | -1.45 | -2.25 | 0.8 | -1.86 | 0.41 | | 3-Month | 4.76 | 4.52 | 0.24 | 5.48 | -0.72 | | 1-Year | 15.53 | 15.35 | 0.18 | 9.80 | 5.73 | | 3-Year | -5.16 | -4.95 | -0.21 | -7.02 | 1.86 | | 5-Year | 0.57 | 0.99 | -0.42 | 0.33 | 0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.67 | 42.81 | -0.14 | 45.76 | -3.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.23 | -17.14 | -1.09 | -18.25 | 0.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.98 | -40.67 | 1.69 | | 2007 | | | 11.32 | 13.35 | -2.03 | | 2006 | | | 9.04 | 7.05 | 1.99 | | 2005 | | | 5.15 | 6.71 | -1.56 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.42 | 15.28 | 14.31 | N/A | | 2008 | -10.95 | 1.56 | -12.87 | -22.57 | | 2007 | 1.29 | 6.67 | 3.08 | -0.04 | | 2006 | 3.50 | -4.40 | 4.13 | 5.83 | | 2005 | -3.67 | 2.54 | 3.22 | 3.14 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 955 | 1802 | 53.00 | | 1-Month | 529 | 1890 | 27.99 | | 3-Month | 715 | 1884 | 37.95 | | 6-Month | 475 | 1827 | 26.00 | | 1-Year | 731 | 1797 | 40.68 | | 3-Year | 690 | 1518 | 45.45 | | 5-Year | 603 | 1251 | 48.20 |
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