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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.39% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.46% | |
Worst 1-Yr Total Return (2008): | -42.60% | |
Best 3-Yr Total Return (2005-7): | 8.04% | |
Worst 3-Yr Total Return (2006-8): | -11.19% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBCLX | Category | Diff | Index* | Diff | | Year To Date | 38.39 | 31.20 | 7.19 | 24.07 | 14.32 | | 1-Month | 5.90 | 5.67 | 0.23 | 6.00 | -0.1 | | 3-Month | 9.59 | 8.18 | 1.41 | 7.91 | 1.68 | | 1-Year | 41.28 | 34.04 | 7.24 | 25.39 | 15.89 | | 3-Year | -3.34 | -3.89 | 0.55 | -5.79 | 2.45 | | 5-Year | 0.70 | 1.25 | -0.55 | 0.71 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.37 | 43.84 | 1.53 | 45.76 | -0.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.88 | -18.03 | 0.15 | -18.25 | 0.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.60 | -40.67 | -1.93 | | 2007 | | | 12.46 | 13.35 | -0.89 | | 2006 | | | 8.52 | 7.05 | 1.47 | | 2005 | | | 3.32 | 6.71 | -3.39 | | 2004 | | | 5.58 | 7.81 | -2.23 | | 2003 | | | 24.25 | 28.66 | -4.41 | | 2002 | | | -25.63 | -27.64 | 2.01 | | 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
MBCLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.63 | 17.41 | 13.63 | N/A | | 2008 | -12.36 | 1.65 | -14.29 | -24.82 | | 2007 | 0.20 | 8.39 | 5.41 | -1.77 | | 2006 | 1.76 | -3.67 | 4.48 | 5.96 | | 2005 | -4.09 | 1.78 | 3.14 | 2.62 | | 2004 | 0.83 | 1.42 | -4.55 | 8.15 | | 2003 | -1.92 | 13.27 | 2.26 | 9.36 | | 2002 | -1.32 | -15.83 | -16.29 | 6.96 | | 2001 | N/A | N/A | -18.29 | 13.06 | | 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 | 1601 | 1906 | 84.00 | | 3-Month | 476 | 1904 | 25.00 | | 6-Month | 709 | 1866 | 38.00 | | 1-Year | 301 | 1815 | 16.58 | | 3-Year | 607 | 1537 | 39.49 | | 5-Year | 686 | 1273 | 53.89 |
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0.01% Nasdaq 0.00%
Performance
