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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.28% | | 5-Year Average Return: | 0.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.95% | |
Worst 1-Yr Total Return (2008): | -42.22% | |
Best 3-Yr Total Return (2004-6): | 11.71% | |
Worst 3-Yr Total Return (2006-8): | -10.46% |
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| 1-Year: | -10.09% | | 3-Year: | -8.14% | | 5-Year: | -0.11% | | 10-Year: | 0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MYPVX | Category | Diff | Index* | Diff | | Year To Date | 21.28 | 18.65 | 2.63 | 17.05 | 4.23 | | 1-Month | -1.97 | -2.18 | 0.21 | -1.86 | -0.11 | | 3-Month | 5.35 | 5.08 | 0.27 | 5.48 | -0.13 | | 1-Year | 11.40 | 11.86 | -0.46 | 9.80 | 1.6 | | 3-Year | -8.14 | -6.78 | -1.36 | -7.02 | -1.12 | | 5-Year | 0.29 | 0.49 | -0.2 | 0.33 | -0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.57 | 45.26 | 2.31 | 45.76 | 1.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.12 | -15.99 | -3.13 | -18.25 | -0.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MYPVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.22 | -37.79 | -4.43 | | 2007 | | | 7.14 | 6.16 | 0.98 | | 2006 | | | 15.95 | 14.17 | 1.78 | | 2005 | | | 7.93 | 5.88 | 2.05 | | 2004 | | | 11.41 | 10.02 | 1.39 | | 2003 | | | 33.51 | 27.05 | 6.46 | | 2002 | | | -40.50 | -22.25 | -18.25 | | 2001 | | | 13.41 | -13.50 | 26.91 | | 2000 | | | -0.18 | -6.31 | 6.13 | | 1999 | | | 28.34 | 20.16 | 8.18 |
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| PAST QUARTERLY RETURNS (%) FOR
MYPVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.88 | 19.35 | 15.03 | N/A | | 2008 | -13.03 | -1.22 | -12.06 | -23.51 | | 2007 | 2.36 | 6.91 | 0.85 | -2.92 | | 2006 | 5.69 | -0.55 | 3.53 | 6.54 | | 2005 | 0.18 | 3.11 | 5.43 | -0.90 | | 2004 | 3.08 | 1.15 | -2.19 | 9.24 | | 2003 | -3.31 | 18.36 | 3.47 | 12.75 | | 2002 | -8.20 | -24.98 | -24.26 | 14.05 | | 2001 | 5.29 | 15.61 | -17.33 | 12.69 | | 2000 | 1.18 | -1.10 | 3.75 | -3.86 | | 1999 | N/A | N/A | N/A | 15.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 603 | 2013 | 29.96 | | 1-Month | 1287 | 2110 | 61.00 | | 3-Month | 418 | 2090 | 20.00 | | 6-Month | 655 | 2049 | 31.97 | | 1-Year | 709 | 1999 | 35.47 | | 3-Year | 1024 | 1694 | 60.45 | | 5-Year | 577 | 1352 | 42.68 |
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1.48% Nasdaq 
Performance
