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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.14% | | 5-Year Average Return: | 2.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.03% | |
Worst 1-Yr Total Return (2008): | -23.33% | |
Best 3-Yr Total Return (2004-6): | 10.61% | |
Worst 3-Yr Total Return (2006-8): | -4.05% |
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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 | MVPFX | Category | Diff | Index* | Diff | | Year To Date | 18.14 | 25.10 | -6.96 | 24.07 | -5.93 | | 1-Month | 4.71 | 5.28 | -0.57 | 6.00 | -1.29 | | 3-Month | 6.71 | 7.01 | -0.3 | 7.91 | -1.2 | | 1-Year | 20.23 | 28.01 | -7.78 | 25.39 | -5.16 | | 3-Year | -1.79 | -5.87 | 4.08 | -5.79 | 4 | | 5-Year | 2.67 | 0.64 | 2.03 | 0.71 | 1.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.07 | 46.08 | -13.01 | 45.76 | -12.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.92 | -17.41 | 5.49 | -18.25 | 6.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MVPFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.33 | -37.79 | 14.46 | | 2007 | | | 3.10 | 6.16 | -3.06 | | 2006 | | | 11.76 | 14.17 | -2.41 | | 2005 | | | 6.20 | 5.88 | 0.32 | | 2004 | | | 14.03 | 10.02 | 4.01 | | 2003 | | | 26.20 | 27.05 | -0.85 | | 2002 | | | -11.00 | -22.25 | 11.25 | | 2001 | | | 4.70 | -13.50 | 18.20 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MVPFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 11.52 | 13.52 | N/A | | 2008 | -4.45 | -1.73 | -1.83 | -16.83 | | 2007 | 2.22 | 4.72 | -0.89 | -2.83 | | 2006 | 5.47 | -3.02 | 1.96 | 7.16 | | 2005 | -1.08 | -0.36 | 6.43 | 1.24 | | 2004 | 3.50 | 3.23 | -1.14 | 7.95 | | 2003 | -3.47 | 14.92 | 2.58 | 10.90 | | 2002 | 1.89 | -6.27 | -12.82 | 6.89 | | 2001 | -1.58 | 5.40 | -5.84 | 7.19 | | 2000 | N/A | 5.58 | 2.03 | 7.74 | | 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 | 1738 | 2021 | 86.00 | | 1-Month | 485 | 2113 | 22.95 | | 3-Month | 836 | 2091 | 39.98 | | 6-Month | 1630 | 2064 | 78.97 | | 1-Year | 1479 | 2011 | 73.55 | | 3-Year | 73 | 1707 | 4.28 | | 5-Year | 129 | 1360 | 9.49 |
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0.07% Nasdaq 
0.04 (0.28%) 
Performance
