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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.94% | | 5-Year Average Return: | 0.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.99% | |
Worst 1-Yr Total Return (2008): | -41.74% | |
Best 3-Yr Total Return (2004-6): | 11.83% | |
Worst 3-Yr Total Return (2006-8): | -10.34% |
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| 1-Year: | -14.48% | | 3-Year: | -5.25% | | 5-Year: | 2.78% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBSWX | Category | Diff | Index* | Diff | | Year To Date | 22.94 | 25.65 | -2.71 | 24.07 | -1.13 | | 1-Month | 3.70 | 3.38 | 0.32 | 6.00 | -2.3 | | 3-Month | 3.14 | 3.71 | -0.57 | 7.91 | -4.77 | | 1-Year | 30.33 | 31.83 | -1.5 | 25.39 | 4.94 | | 3-Year | -6.88 | -7.28 | 0.4 | -5.79 | -1.09 | | 5-Year | 0.30 | -0.38 | 0.68 | 0.71 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.08 | 53.06 | -2.98 | 45.76 | 4.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.94 | -19.68 | -6.26 | -18.25 | -7.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBSWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.74 | -41.55 | -0.19 | | 2007 | | | 12.97 | 7.59 | 5.38 | | 2006 | | | 9.51 | 10.81 | -1.30 | | 2005 | | | 12.03 | 6.02 | 6.01 | | 2004 | | | 13.99 | 12.41 | 1.58 | | 2003 | | | 39.23 | 45.54 | -6.31 | | 2002 | | | -25.77 | -27.88 | 2.11 | | 2001 | | | -15.12 | -8.91 | -6.21 | | 2000 | | | -2.90 | -3.85 | 0.95 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MBSWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 26.09 | 13.33 | N/A | | 2008 | -10.06 | 3.01 | -10.78 | -29.52 | | 2007 | 3.41 | 8.36 | 0.08 | 0.74 | | 2006 | 15.38 | -7.61 | -1.87 | 4.68 | | 2005 | -4.39 | 4.59 | 9.76 | 2.07 | | 2004 | 3.34 | 0.54 | -3.39 | 13.57 | | 2003 | -1.55 | 18.48 | 10.07 | 8.44 | | 2002 | -0.96 | -14.12 | -13.40 | 0.78 | | 2001 | -23.66 | 17.68 | -21.45 | 20.28 | | 2000 | 20.75 | -6.42 | 0.32 | -14.35 | | 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 | 448 | 786 | 57.00 | | 1-Month | 620 | 816 | 75.98 | | 3-Month | 383 | 815 | 46.99 | | 6-Month | 625 | 802 | 77.93 | | 1-Year | 381 | 781 | 48.78 | | 3-Year | 262 | 667 | 39.28 | | 5-Year | 177 | 563 | 31.44 |
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0.26% Nasdaq 0.00%
0.02 (0.19%) 
Performance
