|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.73% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.92% | |
Worst 1-Yr Total Return (2008): | -44.74% | |
Best 3-Yr Total Return (2005-7): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -13.41% |
|
| 1-Year: | -12.63% | | 3-Year: | -6.81% | | 5-Year: | 0.43% | | 10-Year: | -3.70% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAWBX | Category | Diff | Index* | Diff | | Year To Date | 23.73 | 24.15 | -0.42 | 17.05 | 6.68 | | 1-Month | -2.60 | -2.25 | -0.35 | -1.86 | -0.74 | | 3-Month | 5.12 | 4.52 | 0.6 | 5.48 | -0.36 | | 1-Year | 13.71 | 15.35 | -1.64 | 9.80 | 3.91 | | 3-Year | -7.73 | -4.95 | -2.78 | -7.02 | -0.71 | | 5-Year | 0.15 | 0.99 | -0.84 | 0.33 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.43 | 42.81 | -4.38 | 45.76 | -7.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.33 | -17.14 | -7.19 | -18.25 | -6.08 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.74 | -40.67 | -4.07 | | 2007 | | | 13.71 | 13.35 | 0.36 | | 2006 | | | 3.33 | 7.05 | -3.72 | | 2005 | | | 13.92 | 6.71 | 7.21 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MAWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.84 | 13.10 | 14.43 | N/A | | 2008 | -12.26 | 1.57 | -14.35 | -27.61 | | 2007 | 2.92 | 8.56 | 2.81 | -1.01 | | 2006 | 4.51 | -4.48 | -0.70 | 4.24 | | 2005 | -2.54 | 6.35 | 5.58 | 4.10 | | 2004 | N/A | -1.60 | -5.24 | 10.77 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 864 | 1802 | 47.95 | | 1-Month | 1115 | 1890 | 58.99 | | 3-Month | 1224 | 1884 | 64.97 | | 6-Month | 1425 | 1827 | 78.00 | | 1-Year | 858 | 1797 | 47.75 | | 3-Year | 1074 | 1518 | 70.75 | | 5-Year | 727 | 1251 | 58.11 |
|
|
|
|
|
0.50% Nasdaq 
Performance
