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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.23% | | 5-Year Average Return: | 4.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.52% | |
Worst 1-Yr Total Return (2008): | -3.60% | |
Best 3-Yr Total Return (2005-7): | 4.29% | |
Worst 3-Yr Total Return (2006-8): | 2.32% |
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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 | MDBSX | Category | Diff | Index* | Diff | | Year To Date | 14.23 | 14.86 | -0.63 | 7.61 | 6.62 | | 1-Month | 1.03 | 1.13 | -0.1 | 1.29 | -0.26 | | 3-Month | 3.63 | 3.76 | -0.13 | 2.86 | 0.77 | | 1-Year | 18.56 | 18.84 | -0.28 | 11.63 | 6.93 | | 3-Year | 5.32 | 4.58 | 0.74 | 6.40 | -1.08 | | 5-Year | 4.75 | 4.20 | 0.55 | 5.49 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.58 | 13.91 | -1.33 | 7.06 | 5.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.07 | 6.57 | 0.5 | 7.94 | -0.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.60 | -4.70 | 1.10 | | 2007 | | | 6.52 | 4.70 | 1.82 | | 2006 | | | 4.34 | 4.15 | 0.19 | | 2005 | | | 2.05 | 1.80 | 0.25 | | 2004 | | | 4.79 | 3.91 | 0.88 | | 2003 | | | 8.48 | 5.10 | 3.38 | | 2002 | | | 8.41 | 8.04 | 0.37 | | 2001 | | | 7.11 | 7.64 | -0.53 | | 2000 | | | 7.19 | 9.44 | -2.25 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MDBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.53 | 5.24 | 6.08 | N/A | | 2008 | 0.48 | -1.61 | -1.92 | -0.58 | | 2007 | 1.62 | -0.56 | 2.93 | 2.42 | | 2006 | -0.48 | -0.10 | 3.54 | 1.34 | | 2005 | -0.56 | 2.72 | -0.55 | 0.45 | | 2004 | 2.26 | -1.93 | 3.09 | 1.36 | | 2003 | 1.78 | 4.09 | 0.78 | 1.61 | | 2002 | 0.31 | 2.05 | 3.82 | 2.00 | | 2001 | 3.34 | 0.20 | 2.52 | 0.90 | | 2000 | 1.05 | 1.45 | 2.45 | 2.07 | | 1999 | N/A | N/A | N/A | 0.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 529 | 1126 | 46.98 | | 1-Month | 525 | 1168 | 44.95 | | 3-Month | 590 | 1158 | 50.95 | | 6-Month | 513 | 1140 | 45.00 | | 1-Year | 449 | 1120 | 40.09 | | 3-Year | 399 | 970 | 41.13 | | 5-Year | 314 | 854 | 36.77 |
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