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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.51% | | 5-Year Average Return: | 4.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.56% | |
Worst 1-Yr Total Return (2008): | -0.22% | |
Best 3-Yr Total Return (2005-7): | 4.13% | |
Worst 3-Yr Total Return (2004-6): | 3.31% |
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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 | MCBLX | Category | Diff | Index* | Diff | | Year To Date | 12.51 | 13.54 | -1.03 | 6.24 | 6.27 | | 1-Month | 0.72 | 0.89 | -0.17 | 0.49 | 0.23 | | 3-Month | 3.82 | 4.14 | -0.32 | 2.60 | 1.22 | | 1-Year | 18.41 | 17.86 | 0.55 | 13.79 | 4.62 | | 3-Year | 6.37 | 4.54 | 1.83 | 6.35 | 0.02 | | 5-Year | 4.87 | 3.85 | 1.02 | 5.05 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.93 | 13.81 | -1.88 | 7.06 | 4.87 | | 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 | | MCBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.22 | -4.70 | 4.48 | | 2007 | | | 6.56 | 4.70 | 1.86 | | 2006 | | | 3.82 | 4.15 | -0.33 | | 2005 | | | 2.05 | 1.80 | 0.25 | | 2004 | | | 4.08 | 3.91 | 0.17 | | 2003 | | | 5.09 | 5.10 | -0.01 | | 2002 | | | 8.49 | 8.04 | 0.45 | | 2001 | | | 7.62 | 7.64 | -0.02 | | 2000 | | | 10.85 | 9.44 | 1.41 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.81 | 5.21 | 5.33 | N/A | | 2008 | 1.13 | -0.75 | -1.60 | 1.02 | | 2007 | 1.61 | -0.84 | 3.02 | 2.66 | | 2006 | -0.66 | -0.19 | 3.52 | 1.15 | | 2005 | -0.46 | 2.77 | -0.63 | 0.39 | | 2004 | 2.37 | -2.31 | 3.12 | 0.93 | | 2003 | 1.69 | 2.89 | -0.09 | 0.53 | | 2002 | 0.00 | 2.41 | 4.16 | 1.70 | | 2001 | 2.91 | 0.18 | 4.26 | 0.12 | | 2000 | 2.47 | 1.45 | 2.76 | 3.77 | | 1999 | N/A | N/A | N/A | -0.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 583 | 1122 | 51.96 | | 1-Month | 651 | 1164 | 55.93 | | 3-Month | 669 | 1154 | 57.97 | | 6-Month | 600 | 1133 | 52.96 | | 1-Year | 378 | 1113 | 33.96 | | 3-Year | 187 | 957 | 19.54 | | 5-Year | 180 | 845 | 21.30 |
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0.18% Nasdaq 0.00%
Performance
