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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.91% | | 5-Year Average Return: | 3.60% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.89% | |
Worst 1-Yr Total Return (2008): | -19.41% | |
Best 3-Yr Total Return (2005-7): | 4.63% | |
Worst 3-Yr Total Return (2006-8): | -3.53% |
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| 1-Year: | 1.49% | | 3-Year: | -0.44% | | 5-Year: | 2.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPHAX | Category | Diff | Index* | Diff | | Year To Date | 27.91 | 42.53 | -14.62 | 7.61 | 20.3 | | 1-Month | 1.50 | 1.09 | 0.41 | 1.29 | 0.21 | | 3-Month | 7.19 | 7.76 | -0.57 | 2.86 | 4.33 | | 1-Year | 33.06 | 48.90 | -15.84 | 11.63 | 21.43 | | 3-Year | 1.61 | 2.47 | -0.86 | 6.40 | -4.79 | | 5-Year | 3.60 | 4.02 | -0.42 | 5.49 | -1.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.25 | 35.54 | -15.29 | 7.06 | 13.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.81 | 0.71 | -2.52 | 7.94 | -9.75 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.41 | -26.41 | 7.00 | | 2007 | | | 0.47 | 1.47 | -1.00 | | 2006 | | | 10.89 | 10.14 | 0.75 | | 2005 | | | 2.81 | 2.59 | 0.22 | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.20 | 9.01 | 10.47 | N/A | | 2008 | -2.98 | 0.95 | -5.04 | -13.35 | | 2007 | 2.86 | 0.46 | -0.18 | -2.60 | | 2006 | 3.09 | 0.19 | 3.18 | 4.05 | | 2005 | -0.86 | 1.44 | 1.23 | 0.98 | | 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 | 510 | 543 | 93.92 | | 1-Month | 510 | 574 | 88.85 | | 3-Month | 371 | 571 | 64.97 | | 6-Month | 447 | 559 | 79.96 | | 1-Year | 432 | 543 | 79.56 | | 3-Year | 333 | 467 | 71.31 | | 5-Year | 257 | 403 | 63.77 |
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