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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.95% | | 5-Year Average Return: | 3.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.78% | |
Worst 1-Yr Total Return (2008): | -4.10% | |
Best 3-Yr Total Return (2004-6): | 3.29% | |
Worst 3-Yr Total Return (2006-8): | 0.39% |
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| 1-Year: | 12.00% | | 3-Year: | 3.39% | | 5-Year: | 3.52% | | 10-Year: | 4.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBCMX | Category | Diff | Index* | Diff | | Year To Date | 11.95 | 16.73 | -4.78 | 11.61 | 0.34 | | 1-Month | -2.83 | -2.81 | -0.02 | -2.10 | -0.73 | | 3-Month | 4.99 | 6.10 | -1.11 | 3.15 | 1.84 | | 1-Year | 13.75 | 13.66 | 0.09 | 13.60 | 0.15 | | 3-Year | 3.12 | 1.59 | 1.53 | 4.17 | -1.05 | | 5-Year | 3.15 | 2.76 | 0.39 | 4.15 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.49 | 13.15 | -2.66 | 9.40 | 1.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.76 | 0.71 | 4.05 | 5.67 | -0.91 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.10 | -11.05 | 6.95 | | 2007 | | | 1.66 | 0.71 | 0.95 | | 2006 | | | 3.78 | 4.58 | -0.80 | | 2005 | | | 2.69 | 3.93 | -1.24 | | 2004 | | | 3.39 | 4.37 | -0.98 | | 2003 | | | 3.95 | 4.27 | -0.32 | | 2002 | | | 8.52 | 8.03 | 0.49 | | 2001 | | | 4.31 | 3.84 | 0.47 | | 2000 | | | 12.78 | 12.79 | -0.01 | | 1999 | | | -5.43 | -4.60 | -0.83 |
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| PAST QUARTERLY RETURNS (%) FOR
MBCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.37 | 2.32 | 8.92 | N/A | | 2008 | -1.38 | 1.07 | -4.44 | 0.69 | | 2007 | 0.49 | -0.82 | 1.30 | 0.69 | | 2006 | 0.21 | -0.38 | 2.88 | 1.05 | | 2005 | -0.06 | 2.32 | -0.34 | 0.77 | | 2004 | 1.01 | -2.50 | 3.99 | 0.95 | | 2003 | 0.65 | 1.82 | 0.09 | 1.34 | | 2002 | 0.22 | 3.03 | 5.42 | -0.30 | | 2001 | 1.13 | 0.18 | 3.73 | -0.75 | | 2000 | 3.52 | 1.47 | 2.90 | 4.34 | | 1999 | N/A | N/A | N/A | -1.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 139 | 164 | 84.76 | | 1-Month | 111 | 164 | 67.68 | | 3-Month | 113 | 164 | 68.90 | | 6-Month | 124 | 164 | 75.61 | | 1-Year | 61 | 163 | 37.42 | | 3-Year | 16 | 152 | 10.53 | | 5-Year | 38 | 141 | 26.95 |
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1.23% Nasdaq 
Performance
