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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.00% | | 5-Year Average Return: | 5.20% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.58% | |
Worst 1-Yr Total Return (2005): | 1.49% | |
Best 3-Yr Total Return (2006-8): | 5.24% | |
Worst 3-Yr Total Return (2004-6): | 2.74% |
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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 | MIBDX | Category | Diff | Index* | Diff | | Year To Date | 8.00 | 14.86 | -6.86 | 7.61 | 0.39 | | 1-Month | 1.22 | 1.13 | 0.09 | 1.29 | -0.07 | | 3-Month | 2.70 | 3.76 | -1.06 | 2.86 | -0.16 | | 1-Year | 11.36 | 18.84 | -7.48 | 11.63 | -0.27 | | 3-Year | 6.53 | 4.58 | 1.95 | 6.40 | 0.13 | | 5-Year | 5.20 | 4.20 | 1 | 5.49 | -0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.96 | 13.91 | -6.95 | 7.06 | -0.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.74 | 6.57 | 2.17 | 7.94 | 0.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.68 | -4.70 | 10.38 | | 2007 | | | 6.58 | 4.70 | 1.88 | | 2006 | | | 3.50 | 4.15 | -0.65 | | 2005 | | | 1.49 | 1.80 | -0.31 | | 2004 | | | 3.24 | 3.91 | -0.67 | | 2003 | | | 4.13 | 5.10 | -0.97 | | 2002 | | | 6.82 | 8.04 | -1.22 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.32 | 2.47 | 3.27 | N/A | | 2008 | 2.44 | -1.08 | -0.27 | 4.57 | | 2007 | 1.62 | -0.73 | 2.68 | 2.89 | | 2006 | -0.76 | -0.26 | 3.50 | 1.03 | | 2005 | -0.60 | 2.53 | -0.73 | 0.30 | | 2004 | 2.37 | -2.49 | 2.75 | 0.65 | | 2003 | 1.25 | 2.66 | -0.18 | 0.37 | | 2002 | -0.60 | 1.72 | 2.82 | 2.75 | | 2001 | N/A | N/A | N/A | 0.05 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 968 | 1126 | 85.97 | | 1-Month | 864 | 1168 | 73.97 | | 3-Month | 995 | 1158 | 85.92 | | 6-Month | 1048 | 1140 | 91.93 | | 1-Year | 839 | 1120 | 74.91 | | 3-Year | 182 | 970 | 18.76 | | 5-Year | 209 | 854 | 24.47 |
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