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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.37% | | 5-Year Average Return: | -0.41% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.55% | |
Worst 1-Yr Total Return (2008): | -48.14% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -12.34% | | 3-Year: | -6.35% | | 5-Year: | 1.42% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBRCX | Category | Diff | Index* | Diff | | Year To Date | 16.37 | 21.65 | -5.28 | 17.05 | -0.68 | | 1-Month | -7.52 | -5.90 | -1.62 | -1.86 | -5.66 | | 3-Month | -1.57 | 2.07 | -3.64 | 5.48 | -7.05 | | 1-Year | 9.67 | 13.17 | -3.5 | 9.80 | -0.13 | | 3-Year | -10.41 | -7.45 | -2.96 | -7.02 | -3.39 | | 5-Year | -0.41 | 0.22 | -0.63 | 0.33 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.82 | 52.20 | -4.38 | 45.76 | 2.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.63 | -18.89 | -9.74 | -18.25 | -10.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.14 | -41.55 | -6.59 | | 2007 | | | 16.55 | 7.59 | 8.96 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MBRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.70 | 21.38 | 12.32 | N/A | | 2008 | -17.35 | -1.11 | -9.83 | -29.64 | | 2007 | 5.66 | 7.77 | 3.95 | -1.54 | | 2006 | N/A | -9.99 | -6.24 | 7.99 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 608 | 790 | 76.96 | | 1-Month | 746 | 820 | 90.98 | | 3-Month | 720 | 819 | 87.91 | | 6-Month | 592 | 800 | 74.00 | | 1-Year | 525 | 783 | 67.05 | | 3-Year | 458 | 669 | 68.46 | | 5-Year | | 554 | N/A |
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0.22% Nasdaq 
Performance
