|
| Morningstar Return Rating: | Low | | Year to Date Return: | 8.25% | | 5-Year Average Return: | 1.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.31% | |
Worst 1-Yr Total Return (2008): | -41.01% | |
Best 3-Yr Total Return (2004-6): | 15.79% | |
Worst 3-Yr Total Return (2006-8): | -7.20% |
|
| 1-Year: | -10.30% | | 3-Year: | -8.11% | | 5-Year: | 1.96% | | 10-Year: | -1.60% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPIAX | Category | Diff | Index* | Diff | | Year To Date | 8.25 | 24.47 | -16.22 | 27.36 | -19.11 | | 1-Month | -4.02 | -2.54 | -1.48 | -1.25 | -2.77 | | 3-Month | 4.02 | 5.67 | -1.65 | 8.10 | -4.08 | | 1-Year | 10.61 | 25.04 | -14.43 | 27.71 | -17.1 | | 3-Year | -8.61 | -5.94 | -2.67 | -5.22 | -3.39 | | 5-Year | 1.41 | 4.57 | -3.16 | 5.10 | -3.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.32 | 57.09 | -16.77 | 59.35 | -19.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.52 | -14.01 | -6.51 | -14.95 | -5.57 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.01 | -43.99 | 2.98 | | 2007 | | | 12.59 | 12.71 | -0.12 | | 2006 | | | 20.31 | 24.77 | -4.46 | | 2005 | | | 12.16 | 14.72 | -2.56 | | 2004 | | | 15.05 | 17.39 | -2.34 | | 2003 | | | 27.13 | 33.58 | -6.45 | | 2002 | | | -19.29 | -16.69 | -2.60 | | 2001 | | | -25.42 | -21.67 | -3.75 | | 2000 | | | -20.23 | -16.34 | -3.89 | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MPIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.21 | 12.74 | 17.98 | N/A | | 2008 | -8.04 | -5.30 | -19.31 | -16.05 | | 2007 | 2.74 | 6.28 | 3.58 | -0.45 | | 2006 | 8.21 | -0.64 | 2.35 | 9.33 | | 2005 | -0.65 | -1.44 | 8.89 | 5.19 | | 2004 | 4.15 | -3.37 | -0.64 | 15.05 | | 2003 | -10.34 | 17.05 | 6.57 | 13.66 | | 2002 | 1.19 | -5.46 | -19.82 | 5.23 | | 2001 | -14.05 | -4.92 | -16.41 | 9.17 | | 2000 | 2.31 | -8.97 | -7.96 | -6.93 | | 1999 | N/A | N/A | N/A | 26.48 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 810 | 827 | 97.94 | | 1-Month | 731 | 850 | 86.00 | | 3-Month | 728 | 847 | 85.95 | | 6-Month | 821 | 838 | 97.97 | | 1-Year | 652 | 803 | 81.20 | | 3-Year | 405 | 600 | 67.50 | | 5-Year | 360 | 466 | 77.25 |
|
|
|
|
|