|
| Morningstar Return Rating: | Average | | Year to Date Return: | 23.74% | | 5-Year Average Return: | 0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.74% | |
Worst 1-Yr Total Return (2008): | -39.44% | |
Best 3-Yr Total Return (2005-7): | 9.33% | |
Worst 3-Yr Total Return (2006-8): | -9.32% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPLCX | Category | Diff | Index* | Diff | | Year To Date | 23.74 | 25.10 | -1.36 | 24.07 | -0.33 | | 1-Month | 4.87 | 5.28 | -0.41 | 6.00 | -1.13 | | 3-Month | 7.59 | 7.01 | 0.58 | 7.91 | -0.32 | | 1-Year | 25.44 | 28.01 | -2.57 | 25.39 | 0.05 | | 3-Year | -6.01 | -5.87 | -0.14 | -5.79 | -0.22 | | 5-Year | 0.17 | 0.64 | -0.47 | 0.71 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.76 | 46.08 | -0.32 | 45.76 | 0 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.39 | -17.41 | -2.98 | -18.25 | -2.14 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.44 | -37.79 | -1.65 | | 2007 | | | 10.19 | 6.16 | 4.03 | | 2006 | | | 11.74 | 14.17 | -2.43 | | 2005 | | | 6.14 | 5.88 | 0.26 | | 2004 | | | 7.51 | 10.02 | -2.51 | | 2003 | | | 23.27 | 27.05 | -3.78 | | 2002 | | | -22.65 | -22.25 | -0.40 | | 2001 | | | -13.16 | -13.50 | 0.34 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MPLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 14.45 | 18.04 | N/A | | 2008 | -9.95 | -2.37 | -10.84 | -22.75 | | 2007 | 1.46 | 6.48 | 3.98 | -1.91 | | 2006 | 3.92 | -2.53 | 4.87 | 5.19 | | 2005 | -1.37 | 2.02 | 3.96 | 1.46 | | 2004 | 1.42 | -0.15 | -2.35 | 8.72 | | 2003 | -3.31 | 12.07 | 2.22 | 11.28 | | 2002 | -1.15 | -11.77 | -15.84 | 5.37 | | 2001 | -12.07 | 5.37 | -15.42 | 10.81 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1192 | 2021 | 58.98 | | 1-Month | 1901 | 2113 | 89.97 | | 3-Month | 1024 | 2091 | 48.97 | | 6-Month | 330 | 2064 | 15.99 | | 1-Year | 969 | 2011 | 48.18 | | 3-Year | 789 | 1707 | 46.22 | | 5-Year | 757 | 1360 | 55.66 |
|
|
|
|
|
0.28% Nasdaq 0.00%
Performance
