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Thursday, December 3, 2009, 3:35PM ET - U.S. Markets close in 25 mins.. Dow Down 0.20% Nasdaq Up 0.18%
Marshall Short-Intermediate Bond Inv (MAIBX)On Dec 2: 9.35  Down 0.02 (0.21%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:High
Year to Date Return:27.27%
5-Year Average Return:4.35%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):4.61%
Worst 1-Yr Total Return (2008):-12.67%
Best 3-Yr Total Return (2005-7):3.56%
Worst 3-Yr Total Return (2006-8):-1.66%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMAIBXCategoryDiffIndex*Diff
Year To Date27.279.0918.186.2421.03
1-Month1.850.681.170.491.36
3-Month8.482.535.952.605.88
1-Year25.559.5915.9613.7911.76
3-Year5.303.611.696.35-1.05
5-Year4.353.211.145.05-0.7
Last Bull Market ( 28-Feb-09 to 30-Sep-09)32.187.6824.57.0625.12
Last Bear Market ( 31-Aug-08 to 31-Aug-09)7.044.172.877.94-0.9
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMAIBXCategoryDiff
2009N/AN/AN/A
2008
 
-12.67-4.23-8.44
2007
 
4.614.290.32
2006
 
4.094.050.04
2005
 
2.011.450.56
2004
 
2.631.631.00
2003
 
4.912.542.37
2002
 
8.065.472.59
2001
 
6.037.27-1.24
2000
 
8.747.591.15
1999
 
1.432.21-0.78
PAST QUARTERLY RETURNS (%) FOR MAIBX 
Q1Q2Q3Q4
2009-3.5217.5210.21N/A
2008-0.711.73-6.27-7.76
20071.37-0.061.731.51
20060.210.672.250.90
2005-0.442.08-0.270.63
20042.09-2.252.260.56
20031.322.890.100.54
20020.023.013.241.60
20012.580.803.75-1.16
20001.561.702.432.79
1999N/AN/AN/A0.46
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date124192.86
1-Month11343525.98
3-Month84341.84
6-Month44200.95
1-Year64191.43
3-Year7636021.11
5-Year5130516.72

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