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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.36% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.79% | |
Worst 1-Yr Total Return (2008): | -49.91% | |
Best 3-Yr Total Return (2006-8): | -12.72% | |
Worst 3-Yr Total Return (2006-8): | -12.72% |
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| 1-Year: | -8.98% | | 3-Year: | -7.28% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUPAX | Category | Diff | Index* | Diff | | Year To Date | 38.36 | 30.74 | 7.62 | 24.07 | 14.29 | | 1-Month | 4.26 | 4.28 | -0.02 | 6.00 | -1.74 | | 3-Month | 3.32 | 5.45 | -2.13 | 7.91 | -4.59 | | 1-Year | 45.08 | 36.41 | 8.67 | 25.39 | 19.69 | | 3-Year | -8.74 | -6.04 | -2.7 | -5.79 | -2.95 | | 5-Year | N/A | 0.99 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.83 | 54.55 | 3.28 | 45.76 | 12.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.34 | -16.09 | -6.25 | -18.25 | -4.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.91 | -39.18 | -10.73 | | 2007 | | | 9.00 | 4.85 | 4.15 | | 2006 | | | 21.79 | 14.03 | 7.76 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MUPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.91 | 23.10 | 16.91 | N/A | | 2008 | -11.66 | -0.87 | -17.24 | -30.88 | | 2007 | 6.24 | 8.14 | -1.16 | -4.01 | | 2006 | 8.67 | -0.92 | 2.04 | 10.85 | | 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 | 94 | 450 | 20.89 | | 1-Month | 359 | 479 | 74.95 | | 3-Month | 371 | 476 | 77.94 | | 6-Month | 264 | 472 | 55.93 | | 1-Year | 75 | 450 | 16.67 | | 3-Year | 251 | 367 | 68.39 | | 5-Year | | 293 | N/A |
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0.20% Nasdaq 
Performance
