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| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.80% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.38% | |
Worst 1-Yr Total Return (2008): | -50.00% | |
Best 3-Yr Total Return (2006-8): | -12.94% | |
Worst 3-Yr Total Return (2006-8): | -12.94% |
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| 1-Year: | -4.64% | | 3-Year: | -5.71% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUPNX | Category | Diff | Index* | Diff | | Year To Date | 37.80 | 30.74 | 7.06 | 24.07 | 13.73 | | 1-Month | 4.16 | 4.28 | -0.12 | 6.00 | -1.84 | | 3-Month | 3.22 | 5.45 | -2.23 | 7.91 | -4.69 | | 1-Year | 44.50 | 36.41 | 8.09 | 25.39 | 19.11 | | 3-Year | -8.99 | -6.04 | -2.95 | -5.79 | -3.2 | | 5-Year | N/A | 0.99 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.78 | 54.55 | 3.23 | 45.76 | 12.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.61 | -16.09 | -6.52 | -18.25 | -4.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUPNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.00 | -39.18 | -10.82 | | 2007 | | | 8.73 | 4.85 | 3.88 | | 2006 | | | 21.38 | 14.03 | 7.35 | | 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
MUPNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.09 | 23.05 | 16.86 | N/A | | 2008 | -11.68 | -0.97 | -17.29 | -30.88 | | 2007 | 6.24 | 8.05 | -1.24 | -4.10 | | 2006 | 8.67 | -1.01 | 1.95 | 10.68 | | 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 | 99 | 450 | 22.00 | | 1-Month | 373 | 479 | 77.87 | | 3-Month | 371 | 476 | 77.94 | | 6-Month | 283 | 472 | 59.96 | | 1-Year | 77 | 450 | 17.11 | | 3-Year | 262 | 367 | 71.39 | | 5-Year | | 293 | N/A |
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0.47% Nasdaq 0.00%
Performance
