Annual Returns Since Inception: 11/1/1988
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Annual Returns Since Inception
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One-Year Period Ending 12/31/####
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Total Return Muhlenkamp Fund
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Total Return S&P 500 Index*
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Portfolio Turnover Rate
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Net Asset Value**
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Total Assets (In Millions)
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1988
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N/A
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16.61%
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N/A
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$10.04
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<$1
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1989
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12.50%
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31.69%
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34.46%
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$11.04
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$1
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1990
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-14.80%
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-3.10%
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47.47%
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$9.21
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$1
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1991
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45.40%
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30.47%
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52.50%
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$13.25
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$2
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1992
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15.80%
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7.62%
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20.10%
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$15.20
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$5
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1993
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18.10%
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10.08%
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14.10%
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$17.86
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$12
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1994
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-7.20%
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1.32%
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25.60%
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$16.23
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$17
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1995
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32.90%
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37.58%
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22.70%
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$21.26
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$24
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1996
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29.96%
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22.96%
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16.90%
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$27.52
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$42
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1997
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33.28%
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33.36%
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13.89%
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$36.55
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$125
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1998
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3.22%
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28.58%
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27.03%
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$37.65
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$195
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1999
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11.40%
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21.04%
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14.52%
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$41.11
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$179
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2000
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25.30%
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-9.10%
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32.04%
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$48.98
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$267
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2001
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9.33%
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-11.89%
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10.52%
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$53.55
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$540
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2002
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-19.92%
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-22.10%
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11.17%
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$42.89
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$600
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2003
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48.07%
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28.69%
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9.15%
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$63.51
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$1,157
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2004
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24.51%
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10.88%
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7.00%
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$78.97
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$1,992
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2005
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7.88%
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4.91%
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6.05%
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$84.44
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$3,084
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2006
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4.08%
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15.80%
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11.58%
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$87.15
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$2,880
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2007
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-9.66%
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5.49%
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22.3%
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$65.00
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$1491
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2008
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-40.39%
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-37.00%
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39.88%
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$38.60
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$608
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2009
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31.49%
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26.46%
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64.78%
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$50.69
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$716
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2010
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6.14%
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15.06%
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75.49%
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$53.80
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$641
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2011
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-4.74%
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2.11%
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42.51%
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$51.19
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$488
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* The S&P 500 Index is a widely recognized, unmanaged index of common stock prices. The figures for the S&P 500 Index reflect all dividends reinvested but does not reflect any deductions for fees, expenses, or taxes. It is not possible to invest directly in an index.
** The historic Net Asset Value (NAV) prices are adjusted for mutual fund distributions.
Performance data quoted, before and after taxes, represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Current performance as of the most recent quarter- and month-end can be obtained by CLICKING HERE..