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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.91% | | 5-Year Average Return: | 6.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.10% | |
Worst 1-Yr Total Return (2008): | -26.99% | |
Best 3-Yr Total Return (2004-6): | 17.99% | |
Worst 3-Yr Total Return (2006-8): | -2.68% |
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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 | MPSCX | Category | Diff | Index* | Diff | | Year To Date | 20.91 | 19.19 | 1.72 | 17.05 | 3.86 | | 1-Month | -4.53 | -5.16 | 0.63 | -1.86 | -2.67 | | 3-Month | 3.28 | 4.11 | -0.83 | 5.48 | -2.2 | | 1-Year | 19.88 | 11.22 | 8.66 | 9.80 | 10.08 | | 3-Year | -2.02 | -7.72 | 5.7 | -7.02 | 5 | | 5-Year | 6.10 | 1.02 | 5.08 | 0.33 | 5.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.11 | 60.83 | -3.72 | 45.76 | 11.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.37 | -15.36 | 3.99 | -18.25 | 6.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.99 | -32.24 | 5.25 | | 2007 | | | 0.13 | -6.08 | 6.21 | | 2006 | | | 26.10 | 16.27 | 9.83 | | 2005 | | | 8.47 | 6.40 | 2.07 | | 2004 | | | 20.08 | 21.14 | -1.06 | | 2003 | | | 38.77 | 42.38 | -3.61 | | 2002 | | | -15.15 | -10.12 | -5.03 | | 2001 | | | -6.80 | 15.92 | -22.72 | | 2000 | | | 3.48 | 18.64 | -15.16 | | 1999 | | | 26.02 | 6.78 | 19.24 |
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| PAST QUARTERLY RETURNS (%) FOR
MPSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.98 | 24.01 | 18.71 | N/A | | 2008 | -5.48 | -2.37 | -0.89 | -20.17 | | 2007 | 3.87 | 6.97 | -3.79 | -6.34 | | 2006 | 11.51 | -2.50 | 3.55 | 12.01 | | 2005 | -1.50 | 5.11 | 4.01 | 0.74 | | 2004 | 7.46 | -0.45 | 0.86 | 11.28 | | 2003 | -4.23 | 19.99 | 6.31 | 13.59 | | 2002 | 4.03 | -9.17 | -15.68 | 6.49 | | 2001 | -11.37 | 11.94 | -19.53 | 16.75 | | 2000 | 14.91 | -10.34 | 1.83 | -1.36 | | 1999 | N/A | N/A | N/A | 17.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 390 | 32.82 | | 1-Month | 170 | 406 | 41.87 | | 3-Month | 170 | 405 | 41.98 | | 6-Month | 79 | 396 | 19.95 | | 1-Year | 68 | 381 | 17.85 | | 3-Year | 20 | 317 | 6.31 | | 5-Year | 6 | 242 | 2.48 |
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0.22% Nasdaq 
Performance
