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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.55% | | 5-Year Average Return: | -0.64% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.08% | |
Worst 1-Yr Total Return (2008): | -38.30% | |
Best 3-Yr Total Return (2004-6): | 11.63% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
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| 1-Year: | -3.54% | | 3-Year: | -7.83% | | 5-Year: | 0.21% | | 10-Year: | 3.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBPNX | Category | Diff | Index* | Diff | | Year To Date | 28.55 | 21.73 | 6.82 | 24.07 | 4.48 | | 1-Month | 4.45 | 5.16 | -0.71 | 6.00 | -1.55 | | 3-Month | 5.72 | 6.45 | -0.73 | 7.91 | -2.19 | | 1-Year | 36.87 | 24.67 | 12.2 | 25.39 | 11.48 | | 3-Year | -8.16 | -7.33 | -0.83 | -5.79 | -2.37 | | 5-Year | -0.64 | 0.27 | -0.91 | 0.71 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.82 | 47.53 | 8.29 | 45.76 | 10.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.78 | -16.99 | 3.21 | -18.25 | 4.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBPNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.30 | -37.09 | -1.21 | | 2007 | | | -4.65 | 1.42 | -6.07 | | 2006 | | | 20.08 | 18.15 | 1.93 | | 2005 | | | 3.77 | 5.95 | -2.18 | | 2004 | | | 11.65 | 12.97 | -1.32 | | 2003 | | | 33.02 | 28.44 | 4.58 | | 2002 | | | -22.26 | -18.69 | -3.57 | | 2001 | | | 9.64 | -4.99 | 14.63 | | 2000 | | | -3.49 | 7.87 | -11.36 | | 1999 | | | 47.29 | 6.72 | 40.57 |
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| PAST QUARTERLY RETURNS (%) FOR
MBPNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.62 | 20.62 | 16.28 | N/A | | 2008 | -8.99 | -4.89 | -10.49 | -20.37 | | 2007 | 1.48 | 6.70 | -4.23 | -8.05 | | 2006 | 8.05 | -2.95 | 6.16 | 7.86 | | 2005 | -2.47 | 0.65 | 2.09 | 3.54 | | 2004 | 4.18 | 1.28 | -4.13 | 10.38 | | 2003 | -5.21 | 18.48 | 3.27 | 14.69 | | 2002 | 3.13 | -17.75 | -22.78 | 18.68 | | 2001 | -0.19 | 8.18 | -18.16 | 24.07 | | 2000 | 0.87 | -1.37 | 2.22 | -5.11 | | 1999 | N/A | N/A | N/A | 19.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 168 | 1293 | 12.99 | | 1-Month | 749 | 1338 | 55.98 | | 3-Month | 717 | 1329 | 53.95 | | 6-Month | 1095 | 1320 | 82.95 | | 1-Year | 119 | 1280 | 9.30 | | 3-Year | 545 | 1088 | 50.09 | | 5-Year | 488 | 917 | 53.22 |
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0.12% Nasdaq 
Performance
