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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.36% | | 5-Year Average Return: | 3.88% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 5.36% | |
Worst 1-Yr Total Return (2005): | 2.02% | |
Best 3-Yr Total Return (2006-8): | 4.66% | |
Worst 3-Yr Total Return (2004-6): | 3.10% |
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| 1-Year: | 3.24% | | 3-Year: | 3.16% | | 5-Year: | 3.03% | | 10-Year: | 4.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBOAX | Category | Diff | Index* | Diff | | Year To Date | 3.36 | 13.54 | -10.18 | 6.24 | -2.88 | | 1-Month | 0.31 | 0.89 | -0.58 | 0.49 | -0.18 | | 3-Month | 1.85 | 4.14 | -2.29 | 2.60 | -0.75 | | 1-Year | 9.91 | 17.86 | -7.95 | 13.79 | -3.88 | | 3-Year | 4.67 | 4.54 | 0.13 | 6.35 | -1.68 | | 5-Year | 3.88 | 3.85 | 0.03 | 5.05 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.44 | 13.81 | -9.37 | 7.06 | -2.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.56 | 6.49 | 0.07 | 7.94 | -1.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.36 | -4.70 | 10.06 | | 2007 | | | 4.87 | 4.70 | 0.17 | | 2006 | | | 3.76 | 4.15 | -0.39 | | 2005 | | | 2.02 | 1.80 | 0.22 | | 2004 | | | 3.54 | 3.91 | -0.37 | | 2003 | | | 2.86 | 5.10 | -2.24 | | 2002 | | | 8.28 | 8.04 | 0.24 | | 2001 | | | 7.64 | 7.64 | 0.00 | | 2000 | | | 7.79 | 9.44 | -1.65 | | 1999 | | | 0.78 | -1.35 | 2.13 |
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| PAST QUARTERLY RETURNS (%) FOR
MBOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.16 | 0.72 | 2.47 | N/A | | 2008 | 1.59 | -0.87 | -0.28 | 4.91 | | 2007 | 0.48 | -0.74 | 2.59 | 2.49 | | 2006 | -0.68 | -0.26 | 3.71 | 0.98 | | 2005 | -0.42 | 2.80 | -0.90 | 0.56 | | 2004 | 2.28 | -2.58 | 3.01 | 0.87 | | 2003 | 1.30 | 1.55 | -0.10 | 0.09 | | 2002 | -0.11 | 3.40 | 3.45 | 1.34 | | 2001 | 3.02 | 0.35 | 4.65 | -0.50 | | 2000 | 1.62 | 1.15 | 1.90 | 2.91 | | 1999 | N/A | N/A | N/A | 0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1099 | 1122 | 97.95 | | 1-Month | 884 | 1164 | 75.95 | | 3-Month | 1084 | 1154 | 93.93 | | 6-Month | 1099 | 1133 | 97.00 | | 1-Year | 880 | 1113 | 79.07 | | 3-Year | 482 | 957 | 50.37 | | 5-Year | 405 | 845 | 47.93 |
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0.83% Nasdaq 0.00%
Performance
