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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.85% | | 5-Year Average Return: | 4.53% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 10.53% | |
Worst 1-Yr Total Return (2008): | -2.23% | |
Best 3-Yr Total Return (2005-7): | 3.90% | |
Worst 3-Yr Total Return (2006-8): | 2.52% |
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| 1-Year: | -0.14% | | 3-Year: | 3.05% | | 5-Year: | 2.87% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPSAX | Category | Diff | Index* | Diff | | Year To Date | 11.85 | 13.16 | -1.31 | 7.61 | 4.24 | | 1-Month | 2.47 | 2.46 | 0.01 | 1.29 | 1.18 | | 3-Month | 5.81 | 5.93 | -0.12 | 2.86 | 2.95 | | 1-Year | 18.39 | 19.71 | -1.32 | 11.63 | 6.76 | | 3-Year | 5.70 | 5.21 | 0.49 | 6.40 | -0.7 | | 5-Year | 4.53 | 4.84 | -0.31 | 5.49 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.41 | 10.77 | -1.36 | 7.06 | 2.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.10 | -1.77 | 0.67 | 7.94 | -9.04 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.23 | -4.08 | 1.85 | | 2007 | | | 10.53 | 9.86 | 0.67 | | 2006 | | | -0.28 | 0.09 | -0.37 | | 2005 | | | 1.75 | 2.09 | -0.34 | | 2004 | | | 7.45 | 7.48 | -0.03 | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.20 | 0.52 | 2.88 | N/A | | 2008 | 4.99 | -0.65 | -3.66 | -2.71 | | 2007 | 2.05 | -1.01 | 4.37 | 4.83 | | 2006 | -2.18 | 0.20 | 3.13 | -1.35 | | 2005 | -0.48 | 2.88 | -0.47 | -0.16 | | 2004 | 4.40 | -3.16 | 3.86 | 2.34 | | 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 | 102 | 158 | 64.56 | | 1-Month | 135 | 163 | 82.82 | | 3-Month | 136 | 160 | 85.00 | | 6-Month | 109 | 159 | 68.55 | | 1-Year | 81 | 157 | 51.59 | | 3-Year | 70 | 138 | 50.72 | | 5-Year | 53 | 86 | 61.63 |
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