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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.71% | | 5-Year Average Return: | -0.75% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.65% | |
Worst 1-Yr Total Return (2008): | -37.46% | |
Best 3-Yr Total Return (2004-6): | 12.92% | |
Worst 3-Yr Total Return (2006-8): | -10.44% |
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| 1-Year: | -12.45% | | 3-Year: | -7.98% | | 5-Year: | 0.56% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MICBX | Category | Diff | Index* | Diff | | Year To Date | 19.71 | 29.38 | -9.67 | 24.07 | -4.36 | | 1-Month | 3.64 | 4.60 | -0.96 | 6.00 | -2.36 | | 3-Month | 3.90 | 5.74 | -1.84 | 7.91 | -4.01 | | 1-Year | 25.08 | 35.63 | -10.55 | 25.39 | -0.31 | | 3-Year | -9.27 | -6.63 | -2.64 | -5.79 | -3.48 | | 5-Year | -0.75 | 1.13 | -1.88 | 0.71 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.36 | 57.66 | -12.3 | 45.76 | -0.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.73 | -16.45 | -4.28 | -18.25 | -2.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MICBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.46 | -36.77 | -0.69 | | 2007 | | | -0.67 | 0.83 | -1.50 | | 2006 | | | 15.65 | 15.87 | -0.22 | | 2005 | | | 8.98 | 8.82 | 0.16 | | 2004 | | | 14.24 | 17.85 | -3.61 | | 2003 | | | 29.52 | 33.85 | -4.33 | | 2002 | | | -17.92 | -13.25 | -4.67 | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MICBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.58 | 15.56 | 16.41 | N/A | | 2008 | -9.09 | 0.69 | -10.32 | -23.81 | | 2007 | 4.08 | 3.54 | -2.30 | -5.65 | | 2006 | 6.76 | -1.34 | 2.64 | 6.97 | | 2005 | -0.61 | 3.46 | 4.01 | 1.89 | | 2004 | 4.89 | 1.08 | -2.64 | 10.66 | | 2003 | -5.20 | 16.71 | 4.60 | 11.93 | | 2002 | 4.64 | -7.63 | -20.85 | 7.28 | | 2001 | N/A | 8.89 | -14.72 | 19.94 | | 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 | 390 | 420 | 92.86 | | 1-Month | 327 | 443 | 73.81 | | 3-Month | 385 | 438 | 87.90 | | 6-Month | 405 | 431 | 93.97 | | 1-Year | 318 | 416 | 76.44 | | 3-Year | 254 | 338 | 75.15 | | 5-Year | 165 | 248 | 66.53 |
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0.83% Nasdaq 
Performance
