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| Morningstar Return Rating: | | | Year to Date Return: | 28.60% | | 5-Year Average Return: | 4.73% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -12.56% | |
Worst 1-Yr Total Return (2008): | -12.56% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | MIBIX | Category | Diff | Index* | Diff | | Year To Date | 28.60 | 14.86 | 13.74 | 7.61 | 20.99 | | 1-Month | 0.82 | 1.13 | -0.31 | 1.29 | -0.47 | | 3-Month | 4.95 | 3.76 | 1.19 | 2.86 | 2.09 | | 1-Year | 33.25 | 18.84 | 14.41 | 11.63 | 21.62 | | 3-Year | 5.48 | 4.58 | 0.9 | 6.40 | -0.92 | | 5-Year | 4.73 | 4.20 | 0.53 | 5.49 | -0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.55 | 13.91 | 18.64 | 7.06 | 25.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.30 | 6.57 | 0.73 | 7.94 | -0.64 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.56 | -4.70 | -7.86 | | 2007 | | | N/A | 4.70 | N/A | | 2006 | | | N/A | 4.15 | N/A | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 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
MIBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.33 | 17.59 | 10.28 | N/A | | 2008 | -0.65 | 1.68 | -6.21 | -7.71 | | 2007 | N/A | N/A | 1.80 | 1.57 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 56 | 1126 | 4.97 | | 1-Month | 584 | 1168 | 50.00 | | 3-Month | 162 | 1158 | 13.99 | | 6-Month | 57 | 1140 | 5.00 | | 1-Year | 45 | 1120 | 4.02 | | 3-Year | | 970 | N/A | | 5-Year | | 854 | N/A |
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0.20% Nasdaq 
0.02 (0.21%) 
Performance
