|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -1.26% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 17.11% | |
Worst 1-Yr Total Return (2008): | -28.92% | |
Best 3-Yr Total Return (2005-7): | 6.98% | |
Worst 3-Yr Total Return (2006-8): | -5.52% |
|
| 1-Year: | 12.61% | | 3-Year: | -5.49% | | 5-Year: | 0.09% | | 10-Year: | 1.24% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBCPX | Category | Diff | Index* | Diff | | Year To Date | -1.26 | -1.95 | 0.69 | N/A | N/A | | 1-Month | -1.26 | -1.95 | 0.69 | N/A | N/A | | 3-Month | 4.21 | 3.10 | 1.11 | N/A | N/A | | 1-Year | 20.67 | 27.80 | -7.13 | N/A | N/A | | 3-Year | -5.19 | -2.95 | -2.24 | N/A | N/A | | 5-Year | 0.39 | 1.92 | -1.53 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.31 | 33.97 | -5.66 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.05 | -9.11 | -5.94 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCPX | Category | Diff | | 2009 | | | 17.11 | 24.13 | -7.02 | | 2008 | | | -28.92 | -28.00 | -0.92 | | 2007 | | | 4.45 | 5.99 | -1.54 | | 2006 | | | 13.60 | 11.29 | 2.31 | | 2005 | | | 3.19 | 5.13 | -1.94 | | 2004 | | | 7.22 | 8.86 | -1.64 | | 2003 | | | 20.24 | 20.35 | -0.11 | | 2002 | | | -14.31 | -12.02 | -2.29 | | 2001 | | | -5.91 | -5.05 | -0.86 | | 2000 | | | 6.78 | 1.82 | 4.96 |
|
| PAST QUARTERLY RETURNS (%) FOR
MBCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.49 | 9.53 | 11.26 | 3.88 | | 2008 | -5.30 | -2.57 | -8.87 | -15.46 | | 2007 | 0.94 | 4.51 | 1.46 | -2.42 | | 2006 | 3.25 | -0.39 | 5.02 | 5.17 | | 2005 | -1.00 | 0.19 | 2.07 | 1.93 | | 2004 | 1.52 | 0.46 | -0.57 | 5.73 | | 2003 | -2.59 | 11.57 | 1.04 | 9.50 | | 2002 | 2.96 | -8.19 | -13.58 | 4.90 | | 2001 | -6.86 | 3.70 | -10.15 | 8.42 | | 2000 | 1.60 | -1.73 | 5.03 | 1.83 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 174 | 1246 | 13.96 | | 1-Month | 286 | 1246 | 22.95 | | 3-Month | 233 | 1228 | 18.97 | | 6-Month | 512 | 1221 | 41.93 | | 1-Year | 877 | 1176 | 74.57 | | 3-Year | 664 | 964 | 68.88 | | 5-Year | 545 | 789 | 69.07 |
|
|
|
|
|
0.68% Nasdaq 
0.17 (0.91%) 
Performance
