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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.64% | | 5-Year Average Return: | 0.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.62% | |
Worst 1-Yr Total Return (2008): | -42.53% | |
Best 3-Yr Total Return (2005-7): | 8.17% | |
Worst 3-Yr Total Return (2006-8): | -11.08% |
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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 | MBCYX | Category | Diff | Index* | Diff | | Year To Date | 38.64 | 31.20 | 7.44 | 24.07 | 14.57 | | 1-Month | 5.88 | 5.67 | 0.21 | 6.00 | -0.12 | | 3-Month | 9.55 | 8.18 | 1.37 | 7.91 | 1.64 | | 1-Year | 41.49 | 34.04 | 7.45 | 25.39 | 16.1 | | 3-Year | -3.19 | -3.89 | 0.7 | -5.79 | 2.6 | | 5-Year | 0.84 | 1.25 | -0.41 | 0.71 | 0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.64 | 43.84 | 1.8 | 45.76 | -0.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.71 | -18.03 | 0.32 | -18.25 | 0.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBCYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.53 | -40.67 | -1.86 | | 2007 | | | 12.62 | 13.35 | -0.73 | | 2006 | | | 8.64 | 7.05 | 1.59 | | 2005 | | | 3.46 | 6.71 | -3.25 | | 2004 | | | 5.83 | 7.81 | -1.98 | | 2003 | | | 24.26 | 28.66 | -4.40 | | 2002 | | | -25.56 | -27.64 | 2.08 | | 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
MBCYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.63 | 17.54 | 13.73 | N/A | | 2008 | -12.25 | 1.64 | -14.23 | -24.87 | | 2007 | 0.20 | 8.49 | 5.50 | -1.80 | | 2006 | 1.76 | -3.56 | 4.47 | 5.96 | | 2005 | -4.08 | 1.89 | 3.13 | 2.64 | | 2004 | 0.95 | 1.53 | -4.65 | 8.29 | | 2003 | -1.92 | 13.40 | 2.26 | 9.25 | | 2002 | -1.32 | -15.81 | -16.14 | 6.85 | | 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 | 1524 | 1906 | 79.96 | | 3-Month | 380 | 1904 | 19.96 | | 6-Month | 690 | 1866 | 36.98 | | 1-Year | 279 | 1815 | 15.37 | | 3-Year | 567 | 1537 | 36.89 | | 5-Year | 646 | 1273 | 50.75 |
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0.02% Nasdaq 
0.33%
Performance
