|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.63% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.26% | |
Worst 1-Yr Total Return (2008): | -42.48% | |
Best 3-Yr Total Return (2006-8): | -11.10% | |
Worst 3-Yr Total Return (2006-8): | -11.10% |
|
| 1-Year: | -11.49% | | 3-Year: | -6.72% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBDDX | Category | Diff | Index* | Diff | | Year To Date | 27.63 | 31.20 | -3.57 | 24.07 | 3.56 | | 1-Month | 7.49 | 5.67 | 1.82 | 6.00 | 1.49 | | 3-Month | 10.24 | 8.18 | 2.06 | 7.91 | 2.33 | | 1-Year | 29.02 | 34.04 | -5.02 | 25.39 | 3.63 | | 3-Year | -5.47 | -3.89 | -1.58 | -5.79 | 0.32 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.57 | 43.84 | -2.27 | 45.76 | -4.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.83 | -18.03 | -2.8 | -18.25 | -2.58 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBDDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.48 | -40.67 | -1.81 | | 2007 | | | 13.26 | 13.35 | -0.09 | | 2006 | | | 7.86 | 7.05 | 0.81 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MBDDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.76 | 14.77 | 15.70 | N/A | | 2008 | -13.72 | -0.36 | -12.53 | -23.51 | | 2007 | 0.44 | 5.24 | 7.81 | -0.62 | | 2006 | 4.83 | -4.43 | 1.04 | 6.55 | | 2005 | N/A | N/A | N/A | 3.83 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1399 | 1818 | 76.95 | | 1-Month | 1848 | 1906 | 96.96 | | 3-Month | 1066 | 1904 | 55.99 | | 6-Month | 933 | 1866 | 50.00 | | 1-Year | 1268 | 1815 | 69.86 | | 3-Year | 1038 | 1537 | 67.53 | | 5-Year | | 1273 | N/A |
|
|
|
|
|
0.72% Nasdaq 
0.04 (0.43%) 
Performance
