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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.06% | | 5-Year Average Return: | 3.01% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.75% | |
Worst 1-Yr Total Return (2004): | 0.47% | |
Best 3-Yr Total Return (2006-8): | 2.82% | |
Worst 3-Yr Total Return (2004-6): | 1.51% |
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| 1-Year: | 1.00% | | 3-Year: | 3.02% | | 5-Year: | 2.68% | | 10-Year: | 3.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MVSBX | Category | Diff | Index* | Diff | | Year To Date | 6.06 | 9.09 | -3.03 | 6.24 | -0.18 | | 1-Month | 0.20 | 0.68 | -0.48 | 0.49 | -0.29 | | 3-Month | 1.15 | 2.53 | -1.38 | 2.60 | -1.45 | | 1-Year | 7.65 | 9.59 | -1.94 | 13.79 | -6.14 | | 3-Year | 3.90 | 3.61 | 0.29 | 6.35 | -2.45 | | 5-Year | 3.01 | 3.21 | -0.2 | 5.05 | -2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.80 | 7.68 | -2.88 | 7.06 | -2.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.04 | 4.17 | 0.87 | 7.94 | -2.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MVSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.42 | -4.23 | 5.65 | | 2007 | | | 3.75 | 4.29 | -0.54 | | 2006 | | | 3.31 | 4.05 | -0.74 | | 2005 | | | 0.78 | 1.45 | -0.67 | | 2004 | | | 0.47 | 1.63 | -1.16 | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MVSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.58 | 2.36 | 1.80 | N/A | | 2008 | 1.18 | 0.26 | -0.17 | 0.15 | | 2007 | 0.97 | 0.47 | 1.14 | 1.12 | | 2006 | 0.30 | 0.35 | 1.77 | 0.85 | | 2005 | -0.44 | 1.03 | -0.13 | 0.33 | | 2004 | 0.78 | -1.31 | 0.84 | 0.16 | | 2003 | N/A | N/A | N/A | 0.02 | | 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 | 289 | 419 | 68.97 | | 1-Month | 404 | 435 | 92.87 | | 3-Month | 403 | 434 | 92.86 | | 6-Month | 344 | 420 | 81.90 | | 1-Year | 243 | 419 | 58.00 | | 3-Year | 161 | 360 | 44.72 | | 5-Year | 167 | 305 | 54.75 |
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0.83% Nasdaq 
Performance
