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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.94% | | 5-Year Average Return: | 4.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.35% | |
Worst 1-Yr Total Return (2008): | -39.87% | |
Best 3-Yr Total Return (2004-6): | 16.97% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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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 | MPMIX | Category | Diff | Index* | Diff | | Year To Date | 34.94 | 29.38 | 5.56 | 24.07 | 10.87 | | 1-Month | 3.54 | 4.60 | -1.06 | 6.00 | -2.46 | | 3-Month | 6.89 | 5.74 | 1.15 | 7.91 | -1.02 | | 1-Year | 40.07 | 35.63 | 4.44 | 25.39 | 14.68 | | 3-Year | -3.55 | -6.63 | 3.08 | -5.79 | 2.24 | | 5-Year | 4.92 | 1.13 | 3.79 | 0.71 | 4.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.88 | 57.66 | 4.22 | 45.76 | 16.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.06 | -16.45 | 0.39 | -18.25 | 2.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.87 | -36.77 | -3.10 | | 2007 | | | 8.25 | 0.83 | 7.42 | | 2006 | | | 24.35 | 15.87 | 8.48 | | 2005 | | | 12.42 | 8.82 | 3.60 | | 2004 | | | 14.47 | 17.85 | -3.38 | | 2003 | | | 41.70 | 33.85 | 7.85 | | 2002 | | | -28.64 | -13.25 | -15.39 | | 2001 | | | -3.58 | 6.67 | -10.25 | | 2000 | | | 11.77 | 18.45 | -6.68 | | 1999 | | | 19.61 | 8.50 | 11.11 |
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| PAST QUARTERLY RETURNS (%) FOR
MPMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.36 | 19.46 | 23.66 | N/A | | 2008 | -9.37 | -4.61 | -4.17 | -27.43 | | 2007 | 2.39 | 9.44 | 0.28 | -3.66 | | 2006 | 7.51 | -1.82 | 5.05 | 12.15 | | 2005 | 0.13 | 2.22 | 6.74 | 2.90 | | 2004 | 2.15 | 1.77 | -1.13 | 11.37 | | 2003 | -5.13 | 23.08 | 6.53 | 13.91 | | 2002 | 1.14 | -17.51 | -20.39 | 7.45 | | 2001 | -8.54 | 10.58 | -20.65 | 20.14 | | 2000 | 9.18 | -2.59 | 7.26 | -2.02 | | 1999 | N/A | N/A | N/A | 13.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 71 | 420 | 16.90 | | 1-Month | 349 | 443 | 78.78 | | 3-Month | 48 | 438 | 10.96 | | 6-Month | 47 | 431 | 10.90 | | 1-Year | 62 | 416 | 14.90 | | 3-Year | 50 | 338 | 14.79 | | 5-Year | 17 | 248 | 6.85 |
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