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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.60% | | 5-Year Average Return: | 5.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.63% | |
Worst 1-Yr Total Return (2008): | -0.05% | |
Best 3-Yr Total Return (2005-7): | 4.25% | |
Worst 3-Yr Total Return (2004-6): | 3.45% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCBDX | Category | Diff | Index* | Diff | | Year To Date | 12.60 | 13.54 | -0.94 | 6.24 | 6.36 | | 1-Month | 0.72 | 0.89 | -0.17 | 0.49 | 0.23 | | 3-Month | 3.87 | 4.14 | -0.27 | 2.60 | 1.27 | | 1-Year | 18.53 | 17.86 | 0.67 | 13.79 | 4.74 | | 3-Year | 6.49 | 4.54 | 1.95 | 6.35 | 0.14 | | 5-Year | 5.00 | 3.85 | 1.15 | 5.05 | -0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.02 | 13.81 | -1.79 | 7.06 | 4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.13 | 6.49 | 2.64 | 7.94 | 1.19 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.05 | -4.70 | 4.65 | | 2007 | | | 6.63 | 4.70 | 1.93 | | 2006 | | | 4.02 | 4.15 | -0.13 | | 2005 | | | 2.15 | 1.80 | 0.35 | | 2004 | | | 4.20 | 3.91 | 0.29 | | 2003 | | | 5.32 | 5.10 | 0.22 | | 2002 | | | 8.71 | 8.04 | 0.67 | | 2001 | | | 7.92 | 7.64 | 0.28 | | 2000 | | | 10.99 | 9.44 | 1.55 | | 1999 | | | -2.08 | -1.35 | -0.73 |
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| PAST QUARTERLY RETURNS (%) FOR
MCBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.80 | 5.26 | 5.37 | N/A | | 2008 | 1.21 | -0.74 | -1.58 | 1.09 | | 2007 | 1.60 | -0.83 | 3.08 | 2.66 | | 2006 | -0.66 | -0.09 | 3.49 | 1.27 | | 2005 | -0.46 | 2.84 | -0.62 | 0.41 | | 2004 | 2.44 | -2.29 | 3.09 | 0.98 | | 2003 | 1.68 | 2.96 | 0.00 | 0.60 | | 2002 | 0.00 | 2.58 | 4.13 | 1.77 | | 2001 | 2.99 | 0.27 | 4.33 | 0.16 | | 2000 | 2.56 | 1.44 | 2.84 | 3.73 | | 1999 | N/A | N/A | N/A | -0.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 572 | 1122 | 50.98 | | 1-Month | 663 | 1164 | 56.96 | | 3-Month | 646 | 1154 | 55.98 | | 6-Month | 589 | 1133 | 51.99 | | 1-Year | 367 | 1113 | 32.97 | | 3-Year | 172 | 957 | 17.97 | | 5-Year | 157 | 845 | 18.58 |
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