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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.69% | | 5-Year Average Return: | -0.55% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.26% | |
Worst 1-Yr Total Return (2008): | -36.10% | |
Best 3-Yr Total Return (2005-7): | 8.76% | |
Worst 3-Yr Total Return (2006-8): | -8.65% |
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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 | MPILX | Category | Diff | Index* | Diff | | Year To Date | 14.69 | 21.73 | -7.04 | 24.07 | -9.38 | | 1-Month | 5.50 | 5.16 | 0.34 | 6.00 | -0.5 | | 3-Month | 5.88 | 6.45 | -0.57 | 7.91 | -2.03 | | 1-Year | 17.43 | 24.67 | -7.24 | 25.39 | -7.96 | | 3-Year | -9.67 | -7.33 | -2.34 | -5.79 | -3.88 | | 5-Year | -0.55 | 0.27 | -0.82 | 0.71 | -1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.69 | 47.53 | 0.16 | 45.76 | 1.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.08 | -16.99 | -4.09 | -18.25 | -2.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPILX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.10 | -37.09 | 0.99 | | 2007 | | | -1.61 | 1.42 | -3.03 | | 2006 | | | 21.26 | 18.15 | 3.11 | | 2005 | | | 7.84 | 5.95 | 1.89 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPILX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.82 | 16.30 | 17.55 | N/A | | 2008 | -9.24 | -4.60 | -5.47 | -21.93 | | 2007 | 0.45 | 4.38 | -0.71 | -5.50 | | 2006 | 5.86 | 0.41 | 6.33 | 7.30 | | 2005 | 0.68 | 1.69 | 4.57 | 0.72 | | 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 | 1111 | 1293 | 85.92 | | 1-Month | 561 | 1338 | 41.93 | | 3-Month | 917 | 1329 | 69.00 | | 6-Month | 514 | 1320 | 38.94 | | 1-Year | 895 | 1280 | 69.92 | | 3-Year | 788 | 1088 | 72.43 | | 5-Year | 536 | 917 | 58.45 |
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