|
| Morningstar Return Rating: | Average | | Year to Date Return: | 25.97% | | 5-Year Average Return: | 4.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.34% | |
Worst 1-Yr Total Return (2008): | -10.58% | |
Best 3-Yr Total Return (2004-6): | 3.49% | |
Worst 3-Yr Total Return (2006-8): | -1.43% |
|
| 1-Year: | 14.79% | | 3-Year: | 4.16% | | 5-Year: | 3.71% | | 10-Year: | 5.52% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFBBX | Category | Diff | Index* | Diff | | Year To Date | 25.97 | 13.54 | 12.43 | 6.24 | 19.73 | | 1-Month | 1.45 | 0.89 | 0.56 | 0.49 | 0.96 | | 3-Month | 6.37 | 4.14 | 2.23 | 2.60 | 3.77 | | 1-Year | 29.74 | 17.86 | 11.88 | 13.79 | 15.95 | | 3-Year | 5.33 | 4.54 | 0.79 | 6.35 | -1.02 | | 5-Year | 4.13 | 3.85 | 0.28 | 5.05 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.79 | 13.81 | 9.98 | 7.06 | 16.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.74 | 6.49 | 3.25 | 7.94 | 1.8 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.58 | -4.70 | -5.88 | | 2007 | | | 2.78 | 4.70 | -1.92 | | 2006 | | | 4.20 | 4.15 | 0.05 | | 2005 | | | 0.99 | 1.80 | -0.81 | | 2004 | | | 5.34 | 3.91 | 1.43 | | 2003 | | | 8.80 | 5.10 | 3.70 | | 2002 | | | 7.84 | 8.04 | -0.20 | | 2001 | | | 7.09 | 7.64 | -0.55 | | 2000 | | | 7.95 | 9.44 | -1.49 | | 1999 | | | -2.68 | -1.35 | -1.33 |
|
| PAST QUARTERLY RETURNS (%) FOR
MFBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.71 | 11.13 | 9.86 | N/A | | 2008 | -0.53 | -0.62 | -5.45 | -4.34 | | 2007 | 1.48 | -0.84 | 1.25 | 0.88 | | 2006 | -0.60 | -0.68 | 3.83 | 1.64 | | 2005 | -1.27 | 2.67 | -0.73 | 0.36 | | 2004 | 2.86 | -2.83 | 3.83 | 1.50 | | 2003 | 2.56 | 4.86 | -0.02 | 1.19 | | 2002 | -0.68 | 1.92 | 3.76 | 2.67 | | 2001 | 3.16 | -0.05 | 3.41 | 0.44 | | 2000 | 2.04 | 0.22 | 2.14 | 3.35 | | 1999 | N/A | N/A | N/A | -0.22 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 1122 | 5.97 | | 1-Month | 209 | 1164 | 17.96 | | 3-Month | 150 | 1154 | 13.00 | | 6-Month | 79 | 1133 | 6.97 | | 1-Year | 62 | 1113 | 5.57 | | 3-Year | 398 | 957 | 41.59 | | 5-Year | 378 | 845 | 44.73 |
|
|
|
|
|