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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.66% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.14% | |
Worst 1-Yr Total Return (2008): | -36.96% | |
Best 3-Yr Total Return (2005-7): | 9.47% | |
Worst 3-Yr Total Return (2006-8): | -7.85% |
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| 1-Year: | -14.13% | | 3-Year: | -4.75% | | 5-Year: | 0.86% | | 10-Year: | -1.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFCBX | Category | Diff | Index* | Diff | | Year To Date | 13.66 | 24.15 | -10.49 | 17.05 | -3.39 | | 1-Month | -2.47 | -2.25 | -0.22 | -1.86 | -0.61 | | 3-Month | 3.55 | 4.52 | -0.97 | 5.48 | -1.93 | | 1-Year | 4.61 | 15.35 | -10.74 | 9.80 | -5.19 | | 3-Year | -5.55 | -4.95 | -0.6 | -7.02 | 1.47 | | 5-Year | 0.35 | 0.99 | -0.64 | 0.33 | 0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.40 | 42.81 | -9.41 | 45.76 | -12.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.07 | -17.14 | -5.93 | -18.25 | -4.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.96 | -40.67 | 3.71 | | 2007 | | | 14.14 | 13.35 | 0.79 | | 2006 | | | 8.77 | 7.05 | 1.72 | | 2005 | | | 5.68 | 6.71 | -1.03 | | 2004 | | | 9.50 | 7.81 | 1.69 | | 2003 | | | 20.61 | 28.66 | -8.05 | | 2002 | | | -29.39 | -27.64 | -1.75 | | 2001 | | | -24.15 | -22.30 | -1.85 | | 2000 | | | -2.09 | -13.05 | 10.96 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MFCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.19 | 10.40 | 12.53 | N/A | | 2008 | -8.53 | 1.64 | -11.67 | -23.24 | | 2007 | 0.44 | 7.33 | 4.31 | 1.50 | | 2006 | 3.66 | -4.10 | 3.33 | 5.89 | | 2005 | -4.18 | 2.21 | 4.84 | 2.92 | | 2004 | 1.03 | 2.17 | -3.77 | 10.25 | | 2003 | -2.31 | 14.26 | 0.30 | 7.73 | | 2002 | -2.50 | -15.76 | -15.10 | 1.25 | | 2001 | -20.26 | 5.20 | -20.84 | 14.23 | | 2000 | 10.55 | -3.86 | 4.06 | -11.47 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1657 | 1802 | 91.95 | | 1-Month | 1285 | 1890 | 67.99 | | 3-Month | 1375 | 1884 | 72.98 | | 6-Month | 1735 | 1827 | 94.96 | | 1-Year | 1413 | 1797 | 78.63 | | 3-Year | 811 | 1518 | 53.43 | | 5-Year | 646 | 1251 | 51.64 |
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