|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.37% | | 5-Year Average Return: | -3.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.97% | |
Worst 1-Yr Total Return (2008): | -35.45% | |
Best 3-Yr Total Return (2004-6): | 9.58% | |
Worst 3-Yr Total Return (2006-8): | -8.76% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MPSSX | Category | Diff | Index* | Diff | | Year To Date | 8.37 | 25.65 | -17.28 | 24.07 | -15.7 | | 1-Month | 3.08 | 3.38 | -0.3 | 6.00 | -2.92 | | 3-Month | 1.52 | 3.71 | -2.19 | 7.91 | -6.39 | | 1-Year | 12.56 | 31.83 | -19.27 | 25.39 | -12.83 | | 3-Year | -9.58 | -7.28 | -2.3 | -5.79 | -3.79 | | 5-Year | -3.34 | -0.38 | -2.96 | 0.71 | -4.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.17 | 53.06 | -9.89 | 45.76 | -2.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.11 | -19.68 | -4.43 | -18.25 | -5.86 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.45 | -41.55 | 6.10 | | 2007 | | | 6.33 | 7.59 | -1.26 | | 2006 | | | 10.67 | 10.81 | -0.14 | | 2005 | | | 0.78 | 6.02 | -5.24 | | 2004 | | | 17.97 | 12.41 | 5.56 | | 2003 | | | 40.64 | 45.54 | -4.90 | | 2002 | | | -15.83 | -27.88 | 12.05 | | 2001 | | | 2.78 | -8.91 | 11.69 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MPSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.54 | 15.78 | 15.41 | N/A | | 2008 | -11.83 | 0.63 | -5.01 | -23.42 | | 2007 | 4.94 | 7.03 | -1.34 | -4.05 | | 2006 | 12.89 | -4.87 | -2.84 | 6.07 | | 2005 | -3.27 | 1.15 | 3.34 | -0.33 | | 2004 | 5.44 | 1.66 | -1.00 | 11.17 | | 2003 | -4.44 | 17.51 | 8.00 | 15.98 | | 2002 | 6.36 | -6.28 | -17.24 | 2.03 | | 2001 | -9.24 | 12.97 | -14.83 | 17.70 | | 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 | 754 | 786 | 95.93 | | 1-Month | 146 | 816 | 17.89 | | 3-Month | 635 | 815 | 77.91 | | 6-Month | 737 | 802 | 91.90 | | 1-Year | 637 | 781 | 81.56 | | 3-Year | 421 | 667 | 63.12 | | 5-Year | 400 | 563 | 71.05 |
|
|
|
|
|
1.27% Nasdaq 
Performance
