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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.33% | | 5-Year Average Return: | 3.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.96% | |
Worst 1-Yr Total Return (2008): | -13.84% | |
Best 3-Yr Total Return (2004-6): | 4.55% | |
Worst 3-Yr Total Return (2006-8): | -1.53% |
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| 1-Year: | 8.29% | | 3-Year: | 3.34% | | 5-Year: | 3.68% | | 10-Year: | 4.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MASBX | Category | Diff | Index* | Diff | | Year To Date | 23.33 | 24.90 | -1.57 | 6.24 | 17.09 | | 1-Month | 0.59 | 1.05 | -0.46 | 0.49 | 0.1 | | 3-Month | 6.61 | 6.22 | 0.39 | 2.60 | 4.01 | | 1-Year | 27.35 | 27.17 | 0.18 | 13.79 | 13.56 | | 3-Year | 3.99 | 4.15 | -0.16 | 6.35 | -2.36 | | 5-Year | 3.83 | 4.90 | -1.07 | 5.05 | -1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.67 | 23.09 | -0.42 | 7.06 | 15.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.67 | 4.14 | -1.47 | 7.94 | -5.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MASBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.84 | -15.41 | 1.57 | | 2007 | | | 3.82 | 4.45 | -0.63 | | 2006 | | | 6.72 | 6.90 | -0.18 | | 2005 | | | 0.10 | 2.12 | -2.02 | | 2004 | | | 6.96 | 8.38 | -1.42 | | 2003 | | | 19.10 | 16.18 | 2.92 | | 2002 | | | 3.99 | 6.76 | -2.77 | | 2001 | | | 5.78 | 4.22 | 1.56 | | 2000 | | | -2.28 | 1.73 | -4.01 | | 1999 | | | 1.54 | 2.89 | -1.35 |
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| PAST QUARTERLY RETURNS (%) FOR
MASBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.28 | 9.04 | 9.93 | N/A | | 2008 | -1.17 | -0.04 | -5.61 | -7.60 | | 2007 | 1.49 | -0.30 | 1.71 | 0.88 | | 2006 | 0.61 | -0.36 | 3.13 | 3.22 | | 2005 | -1.42 | 1.20 | 0.32 | 0.03 | | 2004 | 2.08 | -2.38 | 3.36 | 3.84 | | 2003 | 4.82 | 7.17 | 2.06 | 3.88 | | 2002 | 1.34 | -1.83 | -1.37 | 5.98 | | 2001 | 3.30 | -0.28 | -0.31 | 3.02 | | 2000 | 0.18 | 0.21 | -0.72 | -1.96 | | 1999 | N/A | N/A | N/A | 0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 134 | 245 | 54.69 | | 1-Month | 258 | 266 | 96.99 | | 3-Month | 64 | 259 | 24.71 | | 6-Month | 170 | 254 | 66.93 | | 1-Year | 90 | 229 | 39.30 | | 3-Year | 69 | 164 | 42.07 | | 5-Year | 77 | 132 | 58.33 |
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0.22% Nasdaq 
0.02 (0.24%) 
Performance
