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| Morningstar Return Rating: | | | Year to Date Return: | 6.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.27% | |
Worst 1-Yr Total Return (2008): | -46.31% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -22.90% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBSGX | Category | Diff | Index* | Diff | | Year To Date | 6.87 | 21.65 | -14.78 | 17.05 | -10.18 | | 1-Month | -7.80 | -5.90 | -1.9 | -1.86 | -5.94 | | 3-Month | -0.34 | 2.07 | -2.41 | 5.48 | -5.82 | | 1-Year | -4.06 | 13.17 | -17.23 | 9.80 | -13.86 | | 3-Year | N/A | -7.45 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.22 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.57 | 52.20 | -11.63 | 45.76 | -5.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.65 | -18.89 | -16.76 | -18.25 | -17.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.31 | -41.55 | -4.76 | | 2007 | | | 5.27 | 7.59 | -2.32 | | 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
MBSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.12 | 13.58 | 16.12 | N/A | | 2008 | -12.23 | 3.10 | -14.81 | -30.35 | | 2007 | 2.93 | 8.34 | -1.81 | -3.86 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 742 | 790 | 93.92 | | 1-Month | 729 | 820 | 88.90 | | 3-Month | 761 | 819 | 92.92 | | 6-Month | 784 | 800 | 98.00 | | 1-Year | 646 | 783 | 82.50 | | 3-Year | | 669 | N/A | | 5-Year | | 554 | N/A |
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1.00% Nasdaq 
Performance
