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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.20% | | 5-Year Average Return: | 0.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.23% | |
Worst 1-Yr Total Return (2008): | -42.77% | |
Best 3-Yr Total Return (2005-7): | 7.78% | |
Worst 3-Yr Total Return (2006-8): | -11.42% |
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| 1-Year: | -6.30% | | 3-Year: | -5.32% | | 5-Year: | -0.66% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBCGX | Category | Diff | Index* | Diff | | Year To Date | 38.20 | 31.20 | 7 | 24.07 | 14.13 | | 1-Month | 5.88 | 5.67 | 0.21 | 6.00 | -0.12 | | 3-Month | 9.49 | 8.18 | 1.31 | 7.91 | 1.58 | | 1-Year | 41.14 | 34.04 | 7.1 | 25.39 | 15.75 | | 3-Year | -3.53 | -3.89 | 0.36 | -5.79 | 2.26 | | 5-Year | 0.46 | 1.25 | -0.79 | 0.71 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.21 | 43.84 | 1.37 | 45.76 | -0.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.03 | -18.03 | 0 | -18.25 | 0.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.77 | -40.67 | -2.10 | | 2007 | | | 12.23 | 13.35 | -1.12 | | 2006 | | | 8.21 | 7.05 | 1.16 | | 2005 | | | 3.09 | 6.71 | -3.62 | | 2004 | | | 5.32 | 7.81 | -2.49 | | 2003 | | | 24.09 | 28.66 | -4.57 | | 2002 | | | -25.91 | -27.64 | 1.73 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MBCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.64 | 17.36 | 13.58 | N/A | | 2008 | -12.43 | 1.67 | -14.36 | -24.94 | | 2007 | 0.10 | 8.40 | 5.39 | -1.86 | | 2006 | 1.66 | -3.71 | 4.42 | 5.86 | | 2005 | -4.23 | 1.79 | 3.05 | 2.62 | | 2004 | 0.72 | 1.43 | -4.70 | 8.18 | | 2003 | -1.79 | 13.18 | 2.14 | 9.29 | | 2002 | -1.32 | -15.98 | -16.22 | 6.67 | | 2001 | N/A | N/A | -18.31 | 12.95 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 363 | 1818 | 19.97 | | 1-Month | 1639 | 1906 | 85.99 | | 3-Month | 476 | 1904 | 25.00 | | 6-Month | 746 | 1866 | 39.98 | | 1-Year | 317 | 1815 | 17.47 | | 3-Year | 652 | 1537 | 42.42 | | 5-Year | 733 | 1273 | 57.58 |
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0.02% Nasdaq 0.00%
Performance
