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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.90% | | 5-Year Average Return: | 0.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.83% | |
Worst 1-Yr Total Return (2008): | -36.02% | |
Best 3-Yr Total Return (2004-6): | 12.29% | |
Worst 3-Yr Total Return (2006-8): | -8.44% |
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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 | MPISX | Category | Diff | Index* | Diff | | Year To Date | 20.90 | 21.73 | -0.83 | 24.07 | -3.17 | | 1-Month | 4.79 | 5.16 | -0.37 | 6.00 | -1.21 | | 3-Month | 6.19 | 6.45 | -0.26 | 7.91 | -1.72 | | 1-Year | 23.66 | 24.67 | -1.01 | 25.39 | -1.73 | | 3-Year | -6.43 | -7.33 | 0.9 | -5.79 | -0.64 | | 5-Year | 0.65 | 0.27 | 0.38 | 0.71 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.20 | 47.53 | 2.67 | 45.76 | 4.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.73 | -16.99 | 1.26 | -18.25 | 2.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.02 | -37.09 | 1.07 | | 2007 | | | 3.58 | 1.42 | 2.16 | | 2006 | | | 15.83 | 18.15 | -2.32 | | 2005 | | | 8.21 | 5.95 | 2.26 | | 2004 | | | 12.96 | 12.97 | -0.01 | | 2003 | | | 24.84 | 28.44 | -3.60 | | 2002 | | | -20.24 | -18.69 | -1.55 | | 2001 | | | -9.69 | -4.99 | -4.70 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.41 | 17.95 | 16.11 | N/A | | 2008 | -7.70 | -5.60 | -8.39 | -19.85 | | 2007 | 1.28 | 5.37 | 1.24 | -4.13 | | 2006 | 4.29 | -0.25 | 4.69 | 6.36 | | 2005 | 1.28 | 1.35 | 4.24 | 1.12 | | 2004 | 3.57 | -0.71 | 0.81 | 8.96 | | 2003 | -2.58 | 12.11 | 1.54 | 12.58 | | 2002 | 0.99 | -11.33 | -15.99 | 6.03 | | 2001 | -10.29 | 4.43 | -10.78 | 8.04 | | 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 | 685 | 1293 | 52.98 | | 1-Month | 1057 | 1338 | 79.00 | | 3-Month | 757 | 1329 | 56.96 | | 6-Month | 594 | 1320 | 45.00 | | 1-Year | 549 | 1280 | 42.89 | | 3-Year | 354 | 1088 | 32.54 | | 5-Year | 320 | 917 | 34.90 |
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