|
| Morningstar Return Rating: | Average | | Year to Date Return: | 12.39% | | 5-Year Average Return: | 0.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.83% | |
Worst 1-Yr Total Return (2008): | -31.08% | |
Best 3-Yr Total Return (2004-6): | 8.20% | |
Worst 3-Yr Total Return (2006-8): | -6.70% |
|
| 1-Year: | -9.54% | | 3-Year: | -4.75% | | 5-Year: | 0.66% | | 10-Year: | 3.39% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUBBX | Category | Diff | Index* | Diff | | Year To Date | 12.39 | 18.16 | -5.77 | N/A | N/A | | 1-Month | -1.48 | -1.24 | -0.24 | N/A | N/A | | 3-Month | 3.45 | 4.71 | -1.26 | N/A | N/A | | 1-Year | 9.97 | 15.73 | -5.76 | N/A | N/A | | 3-Year | -5.05 | -2.66 | -2.39 | N/A | N/A | | 5-Year | 0.46 | 2.10 | -1.64 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.36 | 33.32 | -3.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.68 | -8.51 | -6.17 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.08 | -28.00 | -3.08 | | 2007 | | | 7.67 | 5.99 | 1.68 | | 2006 | | | 9.45 | 11.29 | -1.84 | | 2005 | | | 5.37 | 5.13 | 0.24 | | 2004 | | | 9.83 | 8.86 | 0.97 | | 2003 | | | 21.28 | 20.35 | 0.93 | | 2002 | | | -14.06 | -12.02 | -2.04 | | 2001 | | | -4.20 | -5.05 | 0.85 | | 2000 | | | 13.94 | 1.82 | 12.12 | | 1999 | | | 18.13 | 10.71 | 7.42 |
|
| PAST QUARTERLY RETURNS (%) FOR
MUBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.53 | 11.74 | 10.41 | N/A | | 2008 | -6.64 | -0.94 | -10.69 | -16.57 | | 2007 | 1.46 | 4.72 | 2.40 | -1.05 | | 2006 | 3.71 | -1.29 | 1.99 | 4.83 | | 2005 | -1.60 | 3.07 | 2.55 | 1.32 | | 2004 | 3.90 | -1.22 | -0.65 | 7.72 | | 2003 | -1.35 | 11.40 | 2.80 | 7.35 | | 2002 | -0.64 | -6.81 | -8.95 | 1.93 | | 2001 | -7.46 | 5.52 | -9.52 | 8.43 | | 2000 | 18.20 | -3.66 | 5.35 | -5.03 | | 1999 | N/A | N/A | N/A | 14.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1077 | 1211 | 88.93 | | 1-Month | 830 | 1258 | 65.98 | | 3-Month | 1042 | 1256 | 82.96 | | 6-Month | 1000 | 1220 | 81.97 | | 1-Year | 837 | 1204 | 69.52 | | 3-Year | 627 | 950 | 66.00 | | 5-Year | 539 | 796 | 67.71 |
|
|
|
|
|
0.01% Nasdaq 0.00%
0.01 (0.10%) 
Performance
