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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.66% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -0.95% | |
Worst 1-Yr Total Return (2008): | -38.59% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | MPUYX | Category | Diff | Index* | Diff | | Year To Date | 28.66 | 22.72 | 5.94 | 24.07 | 4.59 | | 1-Month | 3.29 | 3.14 | 0.15 | 6.00 | -2.71 | | 3-Month | 2.77 | 3.09 | -0.32 | 7.91 | -5.14 | | 1-Year | 38.01 | 29.36 | 8.65 | 25.39 | 12.62 | | 3-Year | -7.79 | -8.14 | 0.35 | -5.79 | -2 | | 5-Year | N/A | -0.30 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.02 | 57.49 | 13.53 | 45.76 | 25.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.04 | -19.40 | 1.36 | -18.25 | 0.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MPUYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.59 | -36.56 | -2.03 | | 2007 | | | -0.95 | -1.10 | 0.15 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MPUYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.17 | 31.93 | 16.55 | N/A | | 2008 | -10.83 | 1.52 | -6.30 | -27.59 | | 2007 | 4.09 | 5.54 | -5.17 | -4.93 | | 2006 | N/A | N/A | N/A | 8.35 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 137 | 657 | 20.85 | | 1-Month | 549 | 679 | 80.85 | | 3-Month | 322 | 671 | 47.99 | | 6-Month | 523 | 663 | 78.88 | | 1-Year | 115 | 646 | 17.80 | | 3-Year | 242 | 573 | 42.23 | | 5-Year | | 475 | N/A |
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0.83% Nasdaq 0.00%
Performance
