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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.52% | | 5-Year Average Return: | 0.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.77% | |
Worst 1-Yr Total Return (2008): | -42.45% | |
Best 3-Yr Total Return (2005-7): | 8.33% | |
Worst 3-Yr Total Return (2006-8): | -10.97% |
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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 | MBCSX | Category | Diff | Index* | Diff | | Year To Date | 38.52 | 31.20 | 7.32 | 24.07 | 14.45 | | 1-Month | 5.86 | 5.67 | 0.19 | 6.00 | -0.14 | | 3-Month | 9.53 | 8.18 | 1.35 | 7.91 | 1.62 | | 1-Year | 41.49 | 34.04 | 7.45 | 25.39 | 16.1 | | 3-Year | -3.13 | -3.89 | 0.76 | -5.79 | 2.66 | | 5-Year | 0.93 | 1.25 | -0.32 | 0.71 | 0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.73 | 43.84 | 1.89 | 45.76 | -0.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.68 | -18.03 | 0.35 | -18.25 | 0.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.45 | -40.67 | -1.78 | | 2007 | | | 12.77 | 13.35 | -0.58 | | 2006 | | | 8.73 | 7.05 | 1.68 | | 2005 | | | 3.68 | 6.71 | -3.03 | | 2004 | | | 5.80 | 7.81 | -2.01 | | 2003 | | | 24.58 | 28.66 | -4.08 | | 2002 | | | -25.43 | -27.64 | 2.21 | | 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
MBCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.63 | 17.48 | 13.69 | N/A | | 2008 | -12.31 | 1.74 | -14.29 | -24.74 | | 2007 | 0.20 | 8.56 | 5.47 | -1.71 | | 2006 | 1.75 | -3.55 | 4.46 | 6.07 | | 2005 | -4.07 | 2.00 | 3.12 | 2.75 | | 2004 | 0.83 | 1.53 | -4.52 | 8.24 | | 2003 | -1.77 | 13.21 | 2.39 | 9.41 | | 2002 | -1.21 | -15.80 | -16.12 | 6.86 | | 2001 | N/A | N/A | -18.29 | 13.18 | | 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 | 345 | 1818 | 18.98 | | 1-Month | 1601 | 1906 | 84.00 | | 3-Month | 437 | 1904 | 22.95 | | 6-Month | 690 | 1866 | 36.98 | | 1-Year | 280 | 1815 | 15.43 | | 3-Year | 557 | 1537 | 36.24 | | 5-Year | 633 | 1273 | 49.73 |
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0.26% Nasdaq 
Performance
