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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.80% | | 5-Year Average Return: | 3.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.88% | |
Worst 1-Yr Total Return (2008): | -19.36% | |
Best 3-Yr Total Return (2004-6): | 8.35% | |
Worst 3-Yr Total Return (2006-8): | -1.86% |
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| 1-Year: | 3.78% | | 3-Year: | 0.87% | | 5-Year: | 4.01% | | 10-Year: | 4.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBECX | Category | Diff | Index* | Diff | | Year To Date | 14.80 | 18.16 | -3.36 | N/A | N/A | | 1-Month | -1.33 | -1.24 | -0.09 | N/A | N/A | | 3-Month | 3.59 | 4.71 | -1.12 | N/A | N/A | | 1-Year | 15.09 | 15.73 | -0.64 | N/A | N/A | | 3-Year | -0.48 | -2.66 | 2.18 | N/A | N/A | | 5-Year | 3.43 | 2.10 | 1.33 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.72 | 33.32 | -3.6 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.00 | -8.51 | 5.51 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.36 | -28.00 | 8.64 | | 2007 | | | 3.85 | 5.99 | -2.14 | | 2006 | | | 12.88 | 11.29 | 1.59 | | 2005 | | | 3.49 | 5.13 | -1.64 | | 2004 | | | 8.88 | 8.86 | 0.02 | | 2003 | | | 23.38 | 20.35 | 3.03 | | 2002 | | | -12.94 | -12.02 | -0.92 | | 2001 | | | -6.77 | -5.05 | -1.72 | | 2000 | | | 6.79 | 1.82 | 4.97 | | 1999 | | | 28.90 | 10.71 | 18.19 |
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| PAST QUARTERLY RETURNS (%) FOR
MBECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.89 | 11.79 | 10.60 | N/A | | 2008 | -4.72 | -0.55 | -5.49 | -9.95 | | 2007 | 0.65 | 3.21 | 0.31 | -0.34 | | 2006 | 3.28 | -0.92 | 4.75 | 5.31 | | 2005 | -0.57 | 1.52 | 1.25 | 1.25 | | 2004 | 2.65 | -0.32 | -0.48 | 6.92 | | 2003 | 0.79 | 10.72 | 1.95 | 8.45 | | 2002 | -0.19 | -7.55 | -9.42 | 4.16 | | 2001 | -5.96 | 3.35 | -7.80 | 4.05 | | 2000 | 15.62 | -2.37 | 6.90 | -11.50 | | 1999 | N/A | N/A | N/A | 19.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 932 | 1211 | 76.96 | | 1-Month | 880 | 1258 | 69.95 | | 3-Month | 1130 | 1256 | 89.97 | | 6-Month | 976 | 1220 | 80.00 | | 1-Year | 525 | 1204 | 43.60 | | 3-Year | 121 | 950 | 12.74 | | 5-Year | 121 | 796 | 15.20 |
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