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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.55% | | 5-Year Average Return: | 4.97% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.61% | |
Worst 1-Yr Total Return (2008): | 0.06% | |
Best 3-Yr Total Return (2005-7): | 4.19% | |
Worst 3-Yr Total Return (2004-6): | 3.39% |
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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 | MCBYX | Category | Diff | Index* | Diff | | Year To Date | 12.55 | 13.54 | -0.99 | 6.24 | 6.31 | | 1-Month | 0.63 | 0.89 | -0.26 | 0.49 | 0.14 | | 3-Month | 3.80 | 4.14 | -0.34 | 2.60 | 1.2 | | 1-Year | 18.40 | 17.86 | 0.54 | 13.79 | 4.61 | | 3-Year | 6.49 | 4.54 | 1.95 | 6.35 | 0.14 | | 5-Year | 4.97 | 3.85 | 1.12 | 5.05 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.07 | 13.81 | -1.74 | 7.06 | 5.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.18 | 6.49 | 2.69 | 7.94 | 1.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.06 | -4.70 | 4.76 | | 2007 | | | 6.61 | 4.70 | 1.91 | | 2006 | | | 3.90 | 4.15 | -0.25 | | 2005 | | | 2.10 | 1.80 | 0.30 | | 2004 | | | 4.18 | 3.91 | 0.27 | | 2003 | | | 5.22 | 5.10 | 0.12 | | 2002 | | | 8.61 | 8.04 | 0.57 | | 2001 | | | 7.83 | 7.64 | 0.19 | | 2000 | | | 11.01 | 9.44 | 1.57 | | 1999 | | | -2.20 | -1.35 | -0.85 |
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| PAST QUARTERLY RETURNS (%) FOR
MCBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.80 | 5.28 | 5.39 | N/A | | 2008 | 1.22 | -0.74 | -1.40 | 1.01 | | 2007 | 1.61 | -0.84 | 3.01 | 2.72 | | 2006 | -0.66 | -0.09 | 3.51 | 1.14 | | 2005 | -0.46 | 2.76 | -0.63 | 0.44 | | 2004 | 2.45 | -2.30 | 3.11 | 0.95 | | 2003 | 1.69 | 2.97 | -0.09 | 0.58 | | 2002 | -0.09 | 2.59 | 4.15 | 1.74 | | 2001 | 3.00 | 0.18 | 4.34 | 0.16 | | 2000 | 2.57 | 1.45 | 2.74 | 3.84 | | 1999 | N/A | N/A | N/A | -0.33 |
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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 | 600 | 1133 | 52.96 | | 1-Year | 370 | 1113 | 33.24 | | 3-Year | 167 | 957 | 17.45 | | 5-Year | 161 | 845 | 19.05 |
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