|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.34% | | 5-Year Average Return: | 4.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 32.39% | |
Worst 1-Yr Total Return (2008): | -45.28% | |
Best 3-Yr Total Return (2004-6): | 19.61% | |
Worst 3-Yr Total Return (2006-8): | -6.85% |
|
| 1-Year: | -1.05% | | 3-Year: | -4.33% | | 5-Year: | 6.00% | | 10-Year: | 4.01% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBEFX | Category | Diff | Index* | Diff | | Year To Date | 27.34 | 39.98 | -12.64 | 27.36 | -0.02 | | 1-Month | -3.99 | -1.29 | -2.7 | -1.25 | -2.74 | | 3-Month | 8.96 | 11.09 | -2.13 | 8.10 | 0.86 | | 1-Year | 27.85 | 32.06 | -4.21 | 27.71 | 0.14 | | 3-Year | -6.22 | -5.86 | -0.36 | -5.22 | -1 | | 5-Year | 4.75 | 6.04 | -1.29 | 5.10 | -0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.15 | 66.82 | 6.33 | 59.35 | 13.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.19 | -17.94 | 2.75 | -14.95 | -0.24 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.28 | -49.79 | 4.51 | | 2007 | | | 11.56 | 12.52 | -0.96 | | 2006 | | | 32.39 | 33.56 | -1.17 | | 2005 | | | 8.91 | 15.27 | -6.36 | | 2004 | | | 18.69 | 21.40 | -2.71 | | 2003 | | | 33.78 | 39.00 | -5.22 | | 2002 | | | -13.42 | -13.89 | 0.47 | | 2001 | | | -17.22 | -19.15 | 1.93 | | 2000 | | | 6.57 | -9.12 | 15.69 | | 1999 | | | 14.11 | 30.54 | -16.43 |
|
| PAST QUARTERLY RETURNS (%) FOR
MBEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.00 | 27.15 | 25.67 | N/A | | 2008 | -10.82 | -0.41 | -20.75 | -22.26 | | 2007 | 1.51 | 9.57 | 0.97 | -0.67 | | 2006 | 11.91 | 2.05 | 4.80 | 10.62 | | 2005 | 1.30 | -1.48 | 7.19 | 1.81 | | 2004 | -0.81 | 2.68 | 0.40 | 16.06 | | 2003 | -10.79 | 22.28 | 2.74 | 19.37 | | 2002 | 2.77 | -0.18 | -24.37 | 11.59 | | 2001 | -13.56 | -0.44 | -11.42 | 8.58 | | 2000 | -0.31 | -0.70 | -5.24 | 13.60 | | 1999 | N/A | N/A | N/A | 4.64 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 116 | 40.52 | | 1-Month | 105 | 127 | 82.68 | | 3-Month | 91 | 122 | 74.59 | | 6-Month | 65 | 121 | 53.72 | | 1-Year | 30 | 114 | 26.32 | | 3-Year | 39 | 100 | 39.00 | | 5-Year | 50 | 94 | 53.19 |
|
|
|
|
|
0.22% Nasdaq 
Performance
