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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.43% | | 5-Year Average Return: | 0.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.25% | |
Worst 1-Yr Total Return (2008): | -28.60% | |
Best 3-Yr Total Return (2004-6): | 8.51% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
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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 | MRBPX | Category | Diff | Index* | Diff | | Year To Date | 11.43 | 18.16 | -6.73 | N/A | N/A | | 1-Month | -1.47 | -1.24 | -0.23 | N/A | N/A | | 3-Month | 3.98 | 4.71 | -0.73 | N/A | N/A | | 1-Year | 7.74 | 15.73 | -7.99 | N/A | N/A | | 3-Year | -4.68 | -2.66 | -2.02 | N/A | N/A | | 5-Year | 0.83 | 2.10 | -1.27 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.68 | 33.32 | -4.64 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.69 | -8.51 | -6.18 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRBPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.60 | -28.00 | -0.60 | | 2007 | | | 4.97 | 5.99 | -1.02 | | 2006 | | | 14.25 | 11.29 | 2.96 | | 2005 | | | 3.76 | 5.13 | -1.37 | | 2004 | | | 7.77 | 8.86 | -1.09 | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MRBPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.40 | 9.70 | 11.33 | N/A | | 2008 | -5.19 | -2.46 | -8.80 | -15.35 | | 2007 | 1.02 | 4.67 | 1.59 | -2.29 | | 2006 | 3.38 | -0.23 | 5.14 | 5.36 | | 2005 | -0.85 | 0.35 | 2.15 | 2.08 | | 2004 | 1.63 | 0.61 | -0.43 | 5.85 | | 2003 | N/A | 11.89 | 1.27 | 9.72 | | 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 | 1089 | 1211 | 89.93 | | 1-Month | 339 | 1258 | 26.95 | | 3-Month | 514 | 1256 | 40.92 | | 6-Month | 1061 | 1220 | 86.97 | | 1-Year | 844 | 1204 | 70.10 | | 3-Year | 601 | 950 | 63.26 | | 5-Year | 478 | 796 | 60.05 |
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1.23% Nasdaq 0.00%
Performance
