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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.52% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.24% | |
Worst 1-Yr Total Return (2008): | -24.29% | |
Best 3-Yr Total Return (2004-6): | 5.27% | |
Worst 3-Yr Total Return (2006-8): | -7.29% |
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| 1-Year: | -13.00% | | 3-Year: | -5.81% | | 5-Year: | -0.45% | | 10-Year: | 6.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFHBX | Category | Diff | Index* | Diff | | Year To Date | 3.52 | 10.05 | -6.53 | 17.05 | -13.53 | | 1-Month | -2.67 | -4.79 | 2.12 | -1.86 | -0.81 | | 3-Month | 0.05 | -0.29 | 0.34 | 5.48 | -5.43 | | 1-Year | 1.76 | 8.75 | -6.99 | 9.80 | -8.04 | | 3-Year | -5.53 | -2.62 | -2.91 | -7.02 | 1.49 | | 5-Year | -0.37 | 3.14 | -3.51 | 0.33 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.44 | 29.31 | -7.87 | 45.76 | -24.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.38 | -11.79 | -3.59 | -18.25 | 2.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.29 | -23.43 | -0.86 | | 2007 | | | 7.03 | 9.27 | -2.24 | | 2006 | | | -1.68 | 4.27 | -5.95 | | 2005 | | | 6.66 | 9.64 | -2.98 | | 2004 | | | 11.24 | 9.84 | 1.40 | | 2003 | | | 47.33 | 32.51 | 14.82 | | 2002 | | | -38.57 | -28.13 | -10.44 | | 2001 | | | -22.04 | -11.26 | -10.78 | | 2000 | | | 85.17 | 56.75 | 28.42 | | 1999 | | | 37.72 | 18.58 | 19.14 |
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| PAST QUARTERLY RETURNS (%) FOR
MFHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.89 | 7.02 | 7.90 | N/A | | 2008 | -10.87 | -0.98 | -0.36 | -13.90 | | 2007 | 1.75 | 3.64 | 2.06 | -0.55 | | 2006 | -1.34 | -6.63 | 6.78 | -0.04 | | 2005 | -5.45 | 5.53 | 4.26 | 2.54 | | 2004 | 9.25 | -0.05 | -7.70 | 10.36 | | 2003 | -3.30 | 27.58 | 10.15 | 8.41 | | 2002 | -12.74 | -20.17 | -15.12 | 3.88 | | 2001 | -31.33 | 25.29 | -25.41 | 21.49 | | 2000 | 47.19 | 18.78 | 20.91 | -12.40 | | 1999 | N/A | N/A | N/A | 43.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 140 | 165 | 84.85 | | 1-Month | 64 | 171 | 37.43 | | 3-Month | 107 | 170 | 62.94 | | 6-Month | 127 | 165 | 76.97 | | 1-Year | 118 | 165 | 71.52 | | 3-Year | 103 | 151 | 68.21 | | 5-Year | 114 | 143 | 79.72 |
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0.34% Nasdaq 
0.06 (0.28%) 
Performance
