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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.33% | | 5-Year Average Return: | 4.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.73% | |
Worst 1-Yr Total Return (2008): | -18.68% | |
Best 3-Yr Total Return (2004-6): | 9.07% | |
Worst 3-Yr Total Return (2006-8): | -1.09% |
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| 1-Year: | -0.60% | | 3-Year: | -0.41% | | 5-Year: | 3.52% | | 10-Year: | 4.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBEAX | Category | Diff | Index* | Diff | | Year To Date | 15.33 | 18.16 | -2.83 | N/A | N/A | | 1-Month | -1.24 | -1.24 | 0 | N/A | N/A | | 3-Month | 3.75 | 4.71 | -0.96 | N/A | N/A | | 1-Year | 15.86 | 15.73 | 0.13 | N/A | N/A | | 3-Year | 0.23 | -2.66 | 2.89 | N/A | N/A | | 5-Year | 4.18 | 2.10 | 2.08 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.23 | 33.32 | -3.09 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.35 | -8.51 | 6.16 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.68 | -28.00 | 9.32 | | 2007 | | | 4.63 | 5.99 | -1.36 | | 2006 | | | 13.73 | 11.29 | 2.44 | | 2005 | | | 4.24 | 5.13 | -0.89 | | 2004 | | | 9.45 | 8.86 | 0.59 | | 2003 | | | 23.85 | 20.35 | 3.50 | | 2002 | | | -12.47 | -12.02 | -0.45 | | 2001 | | | -6.37 | -5.05 | -1.32 | | 2000 | | | 7.29 | 1.82 | 5.47 | | 1999 | | | 29.53 | 10.71 | 18.82 |
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| PAST QUARTERLY RETURNS (%) FOR
MBEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.86 | 12.03 | 10.73 | N/A | | 2008 | -4.57 | -0.34 | -5.32 | -9.69 | | 2007 | 0.83 | 3.46 | 0.43 | -0.14 | | 2006 | 3.53 | -0.72 | 4.91 | 5.47 | | 2005 | -0.52 | 1.77 | 1.44 | 1.50 | | 2004 | 2.86 | -0.19 | -0.46 | 7.11 | | 2003 | 0.82 | 10.81 | 2.07 | 8.62 | | 2002 | 0.02 | -7.47 | -9.41 | 4.40 | | 2001 | -5.78 | 3.43 | -7.72 | 4.11 | | 2000 | 15.75 | -2.28 | 7.06 | -11.39 | | 1999 | N/A | N/A | N/A | 19.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 896 | 1211 | 73.99 | | 1-Month | 729 | 1258 | 57.95 | | 3-Month | 1067 | 1256 | 84.95 | | 6-Month | 927 | 1220 | 75.98 | | 1-Year | 470 | 1204 | 39.04 | | 3-Year | 63 | 950 | 6.63 | | 5-Year | 54 | 796 | 6.78 |
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1.23% Nasdaq 
Performance
