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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.99% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.33% | |
Worst 1-Yr Total Return (2008): | -2.91% | |
Best 3-Yr Total Return (2005-7): | 4.20% | |
Worst 3-Yr Total Return (2006-8): | 2.51% |
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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 | MDBLX | Category | Diff | Index* | Diff | | Year To Date | 12.99 | 13.54 | -0.55 | 6.24 | 6.75 | | 1-Month | 0.75 | 0.89 | -0.14 | 0.49 | 0.26 | | 3-Month | 4.09 | 4.14 | -0.05 | 2.60 | 1.49 | | 1-Year | 18.21 | 17.86 | 0.35 | 13.79 | 4.42 | | 3-Year | 5.50 | 4.54 | 0.96 | 6.35 | -0.85 | | 5-Year | 4.49 | 3.85 | 0.64 | 5.05 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.50 | 13.81 | -1.31 | 7.06 | 5.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.04 | 6.49 | 0.55 | 7.94 | -0.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.91 | -4.70 | 1.79 | | 2007 | | | 6.33 | 4.70 | 1.63 | | 2006 | | | 4.33 | 4.15 | 0.18 | | 2005 | | | 1.98 | 1.80 | 0.18 | | 2004 | | | 4.75 | 3.91 | 0.84 | | 2003 | | | 8.36 | 5.10 | 3.26 | | 2002 | | | 8.09 | 8.04 | 0.05 | | 2001 | | | 6.87 | 7.64 | -0.77 | | 2000 | | | 6.99 | 9.44 | -2.45 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.53 | 5.25 | 5.99 | N/A | | 2008 | 0.58 | -0.95 | -2.02 | -0.52 | | 2007 | 1.63 | -0.66 | 2.95 | 2.29 | | 2006 | -0.48 | -0.10 | 3.47 | 1.41 | | 2005 | -0.56 | 2.65 | -0.46 | 0.38 | | 2004 | 2.27 | -1.94 | 3.02 | 1.39 | | 2003 | 1.89 | 3.91 | 0.75 | 1.58 | | 2002 | 0.21 | 1.96 | 3.75 | 1.97 | | 2001 | 3.24 | 0.10 | 2.53 | 0.86 | | 2000 | 0.94 | 1.45 | 2.35 | 2.07 | | 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 | 549 | 1122 | 48.93 | | 1-Month | 593 | 1164 | 50.95 | | 3-Month | 588 | 1154 | 50.95 | | 6-Month | 555 | 1133 | 48.98 | | 1-Year | 384 | 1113 | 34.50 | | 3-Year | 351 | 957 | 36.68 | | 5-Year | 285 | 845 | 33.73 |
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