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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.09% | | 5-Year Average Return: | -3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.30% | |
Worst 1-Yr Total Return (2008): | -32.63% | |
Best 3-Yr Total Return (2004-6): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | -8.12% |
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| 1-Year: | -17.66% | | 3-Year: | -10.95% | | 5-Year: | -2.30% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBPWX | Category | Diff | Index* | Diff | | Year To Date | -2.09 | 22.21 | -24.3 | N/A | N/A | | 1-Month | 0.31 | 3.58 | -3.27 | N/A | N/A | | 3-Month | 0.00 | 5.74 | -5.74 | N/A | N/A | | 1-Year | -1.65 | 26.14 | -27.79 | N/A | N/A | | 3-Year | -11.67 | -2.18 | -9.49 | N/A | N/A | | 5-Year | -3.23 | 2.20 | -5.43 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.08 | 33.99 | -32.91 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.80 | -9.13 | -11.67 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBPWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.63 | -28.00 | -4.63 | | 2007 | | | 3.45 | 5.99 | -2.54 | | 2006 | | | 11.30 | 11.29 | 0.01 | | 2005 | | | 9.03 | 5.13 | 3.90 | | 2004 | | | 8.98 | 8.86 | 0.12 | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MBPWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.69 | 0.15 | 0.77 | N/A | | 2008 | -14.80 | -0.95 | -9.07 | -12.20 | | 2007 | 1.89 | 5.23 | -0.16 | -3.36 | | 2006 | 7.15 | -3.66 | 1.77 | 5.94 | | 2005 | 0.63 | 0.80 | 4.95 | 2.42 | | 2004 | 3.85 | -3.11 | -0.27 | 8.59 | | 2003 | N/A | 7.01 | 0.47 | 6.74 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1172 | 1184 | 98.99 | | 1-Month | 1171 | 1233 | 94.97 | | 3-Month | 1204 | 1229 | 97.97 | | 6-Month | 1195 | 1208 | 98.92 | | 1-Year | 981 | 1183 | 82.92 | | 3-Year | 773 | 932 | 82.94 | | 5-Year | 637 | 784 | 81.25 |
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