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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.32% | | 5-Year Average Return: | -2.56% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 22.83% | |
Worst 1-Yr Total Return (2008): | -31.13% | |
Best 3-Yr Total Return (2004-6): | 10.76% | |
Worst 3-Yr Total Return (2006-8): | -11.76% |
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| 1-Year: | -11.88% | | 3-Year: | -5.09% | | 5-Year: | -0.28% | | 10-Year: | 8.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXCBX | Category | Diff | Index* | Diff | | Year To Date | 24.32 | 22.92 | 1.4 | 24.07 | 0.25 | | 1-Month | 1.10 | 2.83 | -1.73 | 6.00 | -4.9 | | 3-Month | 1.10 | 2.63 | -1.53 | 7.91 | -6.81 | | 1-Year | 31.48 | 29.66 | 1.82 | 25.39 | 6.09 | | 3-Year | -7.65 | -8.12 | 0.47 | -5.79 | -1.86 | | 5-Year | -2.56 | -0.18 | -2.38 | 0.71 | -3.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.24 | 63.44 | 4.8 | 45.76 | 22.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.08 | -16.13 | 0.05 | -18.25 | 2.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.13 | -32.24 | 1.11 | | 2007 | | | -10.75 | -6.08 | -4.67 | | 2006 | | | 11.77 | 16.27 | -4.50 | | 2005 | | | -1.03 | 6.40 | -7.43 | | 2004 | | | 22.83 | 21.14 | 1.69 | | 2003 | | | 68.16 | 42.38 | 25.78 | | 2002 | | | -0.76 | -10.12 | 9.36 | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MXCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.86 | 32.28 | 14.40 | N/A | | 2008 | -4.94 | -3.57 | 4.38 | -28.02 | | 2007 | 3.30 | 3.34 | -6.62 | -10.47 | | 2006 | 10.31 | -4.98 | -2.53 | 9.40 | | 2005 | -3.84 | -4.18 | 6.19 | 1.15 | | 2004 | 8.48 | 2.57 | -2.51 | 13.23 | | 2003 | -1.37 | 31.14 | 11.74 | 16.34 | | 2002 | 10.25 | 0.00 | -20.88 | 13.77 | | 2001 | N/A | N/A | N/A | 12.90 | | 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 | 148 | 361 | 41.00 | | 1-Month | 144 | 380 | 37.89 | | 3-Month | 286 | 377 | 75.86 | | 6-Month | 338 | 368 | 91.85 | | 1-Year | 123 | 358 | 34.36 | | 3-Year | 133 | 293 | 45.39 | | 5-Year | 163 | 233 | 69.96 |
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0.31% Nasdaq 0.00%
Performance
