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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.10% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.36% | |
Worst 1-Yr Total Return (2008): | -36.62% | |
Best 3-Yr Total Return (2004-6): | 11.78% | |
Worst 3-Yr Total Return (2006-8): | -7.83% |
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| 1-Year: | -8.53% | | 3-Year: | -7.42% | | 5-Year: | 0.24% | | 10-Year: | 1.69% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDBAX | Category | Diff | Index* | Diff | | Year To Date | 20.10 | 15.79 | 4.31 | 17.05 | 3.05 | | 1-Month | -1.10 | -2.21 | 1.11 | -1.86 | 0.76 | | 3-Month | 5.89 | 5.62 | 0.27 | 5.48 | 0.41 | | 1-Year | 15.15 | 9.52 | 5.63 | 9.80 | 5.35 | | 3-Year | -7.05 | -8.36 | 1.31 | -7.02 | -0.03 | | 5-Year | 0.96 | 0.18 | 0.78 | 0.33 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.87 | 46.84 | 0.03 | 45.76 | 1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.88 | -16.40 | 1.52 | -18.25 | 3.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.62 | -37.09 | 0.47 | | 2007 | | | 0.97 | 1.42 | -0.45 | | 2006 | | | 22.36 | 18.15 | 4.21 | | 2005 | | | 3.60 | 5.95 | -2.35 | | 2004 | | | 10.17 | 12.97 | -2.80 | | 2003 | | | 32.43 | 28.44 | 3.99 | | 2002 | | | -17.03 | -18.69 | 1.66 | | 2001 | | | -0.73 | -4.99 | 4.26 | | 2000 | | | 2.89 | 7.87 | -4.98 | | 1999 | | | 10.82 | 6.72 | 4.10 |
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| PAST QUARTERLY RETURNS (%) FOR
MDBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.69 | 17.58 | 15.64 | N/A | | 2008 | -8.30 | -4.60 | -8.88 | -20.50 | | 2007 | 1.14 | 6.62 | -0.70 | -5.70 | | 2006 | 6.05 | -0.30 | 7.40 | 7.77 | | 2005 | -1.74 | -0.39 | 3.26 | 2.49 | | 2004 | 2.46 | 1.70 | -2.51 | 8.45 | | 2003 | -6.49 | 18.14 | 3.66 | 15.63 | | 2002 | 4.45 | -11.41 | -19.65 | 11.59 | | 2001 | -0.98 | 3.80 | -14.16 | 12.52 | | 2000 | -1.26 | -1.57 | 6.32 | -0.42 | | 1999 | N/A | N/A | N/A | 2.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 280 | 1335 | 20.97 | | 1-Month | 275 | 1379 | 19.94 | | 3-Month | 588 | 1368 | 42.98 | | 6-Month | 282 | 1346 | 20.95 | | 1-Year | 219 | 1318 | 16.62 | | 3-Year | 288 | 1124 | 25.62 | | 5-Year | 252 | 934 | 26.98 |
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0.20% Nasdaq 
0.36%
Performance
