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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.19% | | 5-Year Average Return: | 2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.73% | |
Worst 1-Yr Total Return (2008): | -11.19% | |
Best 3-Yr Total Return (2005-7): | 4.52% | |
Worst 3-Yr Total Return (2006-8): | -0.94% |
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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 | MPSFX | Category | Diff | Index* | Diff | | Year To Date | 10.19 | 13.54 | -3.35 | 6.24 | 3.95 | | 1-Month | 0.74 | 0.89 | -0.15 | 0.49 | 0.25 | | 3-Month | 3.02 | 4.14 | -1.12 | 2.60 | 0.42 | | 1-Year | 14.99 | 17.86 | -2.87 | 13.79 | 1.2 | | 3-Year | 1.29 | 4.54 | -3.25 | 6.35 | -5.06 | | 5-Year | 2.36 | 3.85 | -1.49 | 5.05 | -2.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.88 | 13.81 | -3.93 | 7.06 | 2.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.15 | 6.49 | 0.66 | 7.94 | -0.79 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.19 | -4.70 | -6.49 | | 2007 | | | 5.73 | 4.70 | 1.03 | | 2006 | | | 3.51 | 4.15 | -0.64 | | 2005 | | | 4.34 | 1.80 | 2.54 | | 2004 | | | 4.59 | 3.91 | 0.68 | | 2003 | | | 4.08 | 5.10 | -1.02 | | 2002 | | | 8.07 | 8.04 | 0.03 | | 2001 | | | 10.58 | 7.64 | 2.94 | | 2000 | | | 10.50 | 9.44 | 1.06 | | 1999 | | | -1.64 | -1.35 | -0.29 |
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| PAST QUARTERLY RETURNS (%) FOR
MPSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.46 | 3.04 | 4.63 | N/A | | 2008 | -4.11 | -3.20 | -5.21 | 0.94 | | 2007 | 1.60 | -0.42 | 2.62 | 1.84 | | 2006 | -0.83 | 0.38 | 3.06 | 0.90 | | 2005 | 0.27 | 2.85 | 0.00 | 1.18 | | 2004 | 1.89 | -0.89 | 2.36 | 1.18 | | 2003 | 1.08 | 1.53 | 0.49 | 0.93 | | 2002 | 0.18 | 3.29 | 2.95 | 1.44 | | 2001 | 3.50 | 1.40 | 4.14 | 1.17 | | 2000 | 0.88 | 1.72 | 3.34 | 4.19 | | 1999 | N/A | N/A | N/A | -0.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 729 | 1122 | 64.97 | | 1-Month | 605 | 1164 | 51.98 | | 3-Month | 773 | 1154 | 66.98 | | 6-Month | 793 | 1133 | 69.99 | | 1-Year | 585 | 1113 | 52.56 | | 3-Year | 688 | 957 | 71.89 | | 5-Year | 598 | 845 | 70.77 |
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